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Perennial Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Perennial Investment Advisors’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 		$233K Sell
2,632
-6
-0.2% -$550 0.02% 449
2025
Q4 		$233K Sell
2,638
-90
-3% -$8.09K 0.02% 436
2025
Q3 		$249K Sell
2,728
-585
-18% -$53.1K 0.02% 410
2025
Q2 		$295K Sell
3,313
-111
-3% -$9.79K 0.03% 350
2025
Q1 		$310K Buy
3,424
+495
+17% +$44.9K 0.03% 316
2024
Q4 		$261K Buy
2,929
+470
+19% +$44.4K 0.03% 333
2024
Q3 		$239K Buy
2,459
+12
+0.5% +$1.1K 0.03% 333
2024
Q2 		$205K Hold
2,447
– – 0.03% 341
2024
Q1 		$211K Sell
2,447
-579
-19% -$49.5K 0.03% 316
2023
Q4 		$267K Buy
3,026
+38
+1% +$3.01K 0.04% 262
2023
Q3 		$226K Sell
2,988
-206
-6% -$17K 0.04% 286
2023
Q2 		$267K Sell
3,194
-1,300
-29% -$107K 0.05% 271
2023
Q1 		$373K Sell
4,494
-3,005
-40% -$258K 0.07% 212
2022
Q4 		$619K Buy
7,499
+3,402
+83% +$282K 0.25% 80
2022
Q3 		$328K Sell
4,097
-6,780
-62% -$634K 0.15% 123
2022
Q2 		$992K Sell
10,877
-820
-7% -$81.7K 0.39% 54
2022
Q1 		$1.27M Buy
11,697
+7,808
+201% +$826K 0.4% 49
2021
Q4 		$450K Buy
3,889
+132
+4% +$14.4K 0.14% 131
2021
Q3 		$384K Sell
3,757
-14
-0.4% -$1.49K 0.14% 136
2021
Q2 		$384K Buy
3,771
+331
+10% +$32.8K 0.14% 129
2021
Q1 		$316K Buy
3,440
+66
+2% +$5.8K 0.12% 138
2020
Q4 		$287K Sell
3,374
-254
-7% -$21.1K 0.12% 125
2020
Q3 		$289K Sell
3,628
-239
-6% -$19.2K 0.14% 113
2020
Q2 		$304K Sell
3,867
-64
-2% -$4.85K 0.21% 96
2020
Q1 		$275K Sell
3,931
-10
-0.3% -$878 0.24% 86
2019
Q4 		$366K Buy
+3,941
New +$365K 0.29% 79

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

Perennial Investment Advisors's VNQ Position: Q1 2026 in Review

Perennial Investment Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 0.23% in Q1 2026, selling an estimated $550 and leaving 2,632 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #449.

Perennial Investment Advisors first reported a position in VNQ in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.27M in Q1 2022. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Perennial Investment Advisors held 2,632 shares of Vanguard Real Estate ETF worth $233K as of Q1 2026.
  • Perennial Investment Advisors sold 6 Vanguard Real Estate ETF shares in Q1 2026, an estimated $550.
  • Vanguard Real Estate ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #449 holding.
  • Perennial Investment Advisors first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 26 quarters since.
  • Perennial Investment Advisors's Vanguard Real Estate ETF position peaked at $1.27M in Q1 2022.
  • 1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.