Real Estate Management Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Real Estate Management Services’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
2021 Q1	–	Sell	-3,800	Closed	-$323K	–	36
2020 Q4	$323K	Sell	3,800 -12,500	-77%	-$1.04M	0.27%	32
2020 Q3	$1.29M	Sell	16,300 -15,900	-49%	-$1.28M	1.05%	29
2020 Q2	$2.53M	Buy	32,200 +400	+1%	+$30.3K	2.3%	20
2020 Q1	$2.22M	Sell	31,800 -200	-0.6%	-$17.6K	2.43%	18
2019 Q4	$2.97M	Buy	32,000 +4,600	+17%	+$426K	1.86%	24
2019 Q3	$2.56M	Sell	27,400 -15,300	-36%	-$1.39M	1.64%	23
2019 Q2	$3.73M	Sell	42,700 -9,400	-18%	-$823K	2.52%	19
2019 Q1	$4.53M	Sell	52,100 -18,800	-27%	-$1.55M	2.84%	17
2018 Q4	$5.29M	Buy	+70,900	New	+$5.59M	2.82%	18
2018 Q2	–	Sell	-83,000	Closed	-$6.26M	–	32
2018 Q1	$6.26M	Buy	+83,000	New	+$6.35M	1.58%	20
2016 Q1	–	Sell	-35,100	Closed	-$2.8M	–	42
2015 Q4	$2.8M	Sell	35,100 -1,400	-4%	-$111K	0.41%	35
2015 Q3	$2.76M	Buy	36,500 +23,200	+174%	+$1.78M	0.43%	40
2015 Q2	$993K	Buy	+13,300	New	+$1.06M	0.52%	39
2014 Q3	–	Sell	-4,800	Closed	-$359K	–	54
2014 Q2	$359K	Buy	+4,800	New	+$353K	0.06%	45

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Real Estate Management Services's VNQ Position: Q1 2021 in Review

Real Estate Management Services sold out of Vanguard Real Estate ETF (VNQ) in Q1 2021, closing a stake of 3,800 shares — an estimated $323K sold.

Real Estate Management Services first reported a position in VNQ in Q2 2014 and held it in 14 quarters. The position peaked at $6.26M in Q1 2018. 1,346 funds tracked by Wall St. Rank hold VNQ as of Q1 2021.

Real Estate Management Services reported no remaining Vanguard Real Estate ETF position as of Q1 2021 after selling out during the quarter.
Real Estate Management Services sold 3,800 Vanguard Real Estate ETF shares in Q1 2021, an estimated $323K.
Real Estate Management Services first reported a position in Vanguard Real Estate ETF in Q2 2014 and held it in 14 quarters.
Real Estate Management Services's Vanguard Real Estate ETF position peaked at $6.26M in Q1 2018.
1,346 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2021.

Based on Real Estate Management Services's 13F filing for Q1 2021, filed 20 Apr 2021.