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

Pin Oak 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	$56K	Hold	636	–	–	0.04%	199
2025 Q4	$59K	Hold	636	–	–	0.04%	199
2025 Q3	$58.1K	Buy	636 +560	+737%	+$50.8K	0.04%	194
2025 Q2	$6K	Hold	76	–	–	0.01%	367
2025 Q1	$7K	Hold	76	–	–	0.01%	350
2024 Q4	$7K	Hold	76	–	–	0.01%	368
2024 Q3	$7K	Sell	76 -101	-57%	-$9.3K	0.01%	368
2024 Q2	$15K	Hold	177	–	–	0.01%	298
2024 Q1	$15K	Hold	177	–	–	0.01%	299
2023 Q4	$16K	Hold	177	–	–	0.02%	288
2023 Q3	$14K	Hold	177	–	–	0.02%	291
2023 Q2	$15K	Hold	177	–	–	0.02%	280
2023 Q1	$15K	Sell	177 -72	-29%	-$6.19K	0.02%	271
2022 Q4	$21K	Sell	249 -60	-19%	-$4.97K	0.03%	224
2022 Q3	$25K	Hold	309	–	–	0.03%	190
2022 Q2	$28K	Hold	309	–	–	0.03%	190
2022 Q1	$33K	Hold	309	–	–	0.04%	201
2021 Q4	$36K	Hold	309	–	–	0.04%	201
2021 Q3	$31K	Hold	309	–	–	0.03%	210
2021 Q2	$31K	Buy	309 +76	+33%	+$7.54K	0.03%	200
2021 Q1	$21K	Hold	233	–	–	0.02%	248
2020 Q4	$20K	Hold	233	–	–	0.02%	267
2020 Q3	$18K	Sell	233 -560	-71%	-$45K	0.02%	246
2020 Q2	$62K	Hold	793	–	–	0.06%	153
2020 Q1	$55K	Hold	793	–	–	0.06%	163
2019 Q4	$74K	Sell	793 -25	-3%	-$2.31K	0.06%	158
2019 Q3	$76K	Hold	818	–	–	0.06%	163
2019 Q2	$71K	Hold	818	–	–	0.06%	174
2019 Q1	$71K	Hold	818	–	–	0.06%	166
2018 Q4	$61K	Hold	818	–	–	0.05%	169
2018 Q3	$66K	Hold	818	–	–	0.05%	173
2018 Q2	$67K	Sell	818 -132	-14%	-$10.2K	0.05%	176
2018 Q1	$72K	Sell	950 -8,641	-90%	-$661K	0.06%	169
2017 Q4	$796K	Buy	+9,591	New	+$804K	0.61%	49

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Pin Oak Investment Advisors's VNQ Position: Q1 2026 in Review

Pin Oak Investment Advisors held its Vanguard Real Estate ETF (VNQ) position steady in Q1 2026 at 636 shares worth $56K. The position accounts for 0.04% of the portfolio, ranked #199.

Pin Oak Investment Advisors first reported a position in VNQ in Q4 2017 and has held it in 34 quarters since. The position peaked at $796K in Q4 2017. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Pin Oak Investment Advisors held 636 shares of Vanguard Real Estate ETF worth $56K as of Q1 2026.
Pin Oak Investment Advisors left its Vanguard Real Estate ETF share count unchanged in Q1 2026.
Vanguard Real Estate ETF made up 0.04% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #199 holding.
Pin Oak Investment Advisors first reported a position in Vanguard Real Estate ETF in Q4 2017 and has held it in 34 quarters since.
Pin Oak Investment Advisors's Vanguard Real Estate ETF position peaked at $796K in Q4 2017.
1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

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