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Perella Weinberg Partners Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Perella Weinberg Partners Capital 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
2016
Q3 		– Sell
-6,524,300
Closed -$5.79M – 86
2016
Q2 		$5.79M Buy
+6,524,300
New +$548M 2.85% 9

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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Perella Weinberg Partners Capital Management's VNQ Position: Q1 2024 in Review

Perella Weinberg Partners Capital Management held its Vanguard Real Estate ETF (VNQ) position steady in Q1 2024 at 93,792 shares worth $8.11M. The position accounts for 0.82% of the portfolio, ranked #16.

Perella Weinberg Partners Capital Management first reported a position in VNQ in Q2 2015 and has held it in 30 quarters since. The position peaked at $17.6M in Q2 2019. 1,633 funds tracked by Wall St. Rank hold VNQ as of Q1 2024.

  • Perella Weinberg Partners Capital Management held 93,792 shares of Vanguard Real Estate ETF worth $8.11M as of Q1 2024.
  • Perella Weinberg Partners Capital Management left its Vanguard Real Estate ETF share count unchanged in Q1 2024.
  • Vanguard Real Estate ETF made up 0.82% of Perella Weinberg Partners Capital Management's portfolio in Q1 2024, its #16 holding.
  • Perella Weinberg Partners Capital Management first reported a position in Vanguard Real Estate ETF in Q2 2015 and has held it in 30 quarters since.
  • Perella Weinberg Partners Capital Management's Vanguard Real Estate ETF position peaked at $17.6M in Q2 2019.
  • 1,633 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2024.

Based on Perella Weinberg Partners Capital Management's 13F filing for Q1 2024, filed 13 May 2024.