MLM
VNQ icon

Mount Lucas Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Mount Lucas Management’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$663K Sell
7,477
-8,757
-54% -$803K 0.24% 118
2025
Q4 		$1.44M Buy
16,234
+659
+4% +$59.2K 0.57% 55
2025
Q3 		$1.42M Buy
15,575
+7,626
+96% +$692K 0.58% 51
2025
Q2 		$708K Sell
7,949
-6,702
-46% -$591K 0.3% 113
2025
Q1 		$1.33M Buy
14,651
+466
+3% +$42.3K 0.43% 63
2024
Q4 		$1.26M Buy
14,185
+73
+0.5% +$6.9K 0.44% 55
2024
Q3 		$1.37M Buy
14,112
+401
+3% +$36.9K 0.47% 58
2024
Q2 		$1.15M Sell
13,711
-1,610
-11% -$133K 0.33% 77
2024
Q1 		$1.32M Buy
15,321
+625
+4% +$53.4K 0.36% 81
2023
Q4 		$1.3M Buy
+14,696
New +$1.16M 0.37% 75
2022
Q2 		– Sell
-11,157
Closed -$1.21M – 130
2022
Q1 		$1.21M Sell
11,157
-10,546
-49% -$1.12M 0.35% 70
2021
Q4 		$2.52M Sell
21,703
-4,366
-17% -$477K 0.72% 61
2021
Q3 		$2.65M Sell
26,069
-4,018
-13% -$426K 0.8% 49
2021
Q2 		$3.06M Sell
30,087
-2,561
-8% -$254K 0.81% 46
2021
Q1 		$3M Sell
32,648
-1,012
-3% -$88.9K 0.88% 44
2020
Q4 		$2.86M Buy
+33,660
New +$2.79M 0.6% 71
2020
Q1 		– Sell
-36,847
Closed -$3.42M – 78
2019
Q4 		$3.42M Sell
36,847
-942
-2% -$87.2K 0.68% 56
2019
Q3 		$3.52M Sell
37,789
-2,852
-7% -$259K 0.63% 48
2019
Q2 		$3.55M Buy
40,641
+1,599
+4% +$140K 0.6% 55
2019
Q1 		$3.39M Buy
39,042
+28,362
+266% +$2.34M 0.56% 51
2018
Q4 		$796K Sell
10,680
-33,641
-76% -$2.65M 0.1% 49
2018
Q3 		$3.58M Buy
44,321
+6,137
+16% +$505K 0.52% 38
2018
Q2 		$3.11M Buy
+38,184
New +$2.96M 0.47% 38
2018
Q1 		– Sell
-24,465
Closed -$2.03M – 110
2017
Q4 		$2.03M Sell
24,465
-111
-0.5% -$9.3K 0.35% 87
2017
Q3 		$2.04M Buy
24,576
+20,871
+563% +$1.74M 0.37% 90
2017
Q2 		$308K Buy
+3,705
New +$309K 0.06% 108

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Mount Lucas Management's VNQ Position: Q1 2026 in Review

Mount Lucas Management reduced its Vanguard Real Estate ETF (VNQ) stake by 54% in Q1 2026, selling an estimated $803K and leaving 7,477 shares worth $663K. The position accounts for 0.24% of the portfolio, ranked #118.

Mount Lucas Management first reported a position in VNQ in Q2 2017 and has held it in 26 quarters since. The position peaked at $3.58M in Q3 2018. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Mount Lucas Management held 7,477 shares of Vanguard Real Estate ETF worth $663K as of Q1 2026.
  • Mount Lucas Management sold 8,757 Vanguard Real Estate ETF shares in Q1 2026, an estimated $803K.
  • Vanguard Real Estate ETF made up 0.24% of Mount Lucas Management's portfolio in Q1 2026, its #118 holding.
  • Mount Lucas Management first reported a position in Vanguard Real Estate ETF in Q2 2017 and has held it in 26 quarters since.
  • Mount Lucas Management's Vanguard Real Estate ETF position peaked at $3.58M in Q3 2018.
  • 1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.