Napa Wealth Management’s VanEck Office and Commercial REIT ETF DESK Stock Holding History

Napa Wealth Management’s Portfolio DESK Stock Details DESK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-12,342	Closed	-$491K	–	156
2025 Q2	$491K	Buy	12,342 +1,150	+10%	+$43.6K	0.23%	97
2025 Q1	$441K	Sell	11,192 -216	-2%	-$8.84K	0.25%	128
2024 Q4	$490K	Buy	+11,408	New	+$511K	0.21%	126

Other funds holding DESK

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Napa Wealth Management's DESK Position: Q3 2025 in Review

Napa Wealth Management sold out of VanEck Office and Commercial REIT ETF (DESK) in Q3 2025, closing a stake of 12,342 shares — an estimated $491K sold.

Napa Wealth Management first reported a position in DESK in Q4 2024 and held it in 3 quarters. The position peaked at $491K in Q2 2025. 2 funds tracked by Wall St. Rank hold DESK as of Q3 2025.

Napa Wealth Management reported no remaining VanEck Office and Commercial REIT ETF position as of Q3 2025 after selling out during the quarter.
Napa Wealth Management sold 12,342 VanEck Office and Commercial REIT ETF shares in Q3 2025, an estimated $491K.
Napa Wealth Management first reported a position in VanEck Office and Commercial REIT ETF in Q4 2024 and held it in 3 quarters.
Napa Wealth Management's VanEck Office and Commercial REIT ETF position peaked at $491K in Q2 2025.
2 funds tracked by Wall St. Rank held VanEck Office and Commercial REIT ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.