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

Realta 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
Q3 		$75K Buy
837
+5
+0.6% +$484 0.02% 248
2026
Q2 		$80.2K Sell
832
-86
-9% -$8.22K 0.02% 251
2026
Q1 		$81.5K Sell
918
-20
-2% -$1.83K 0.03% 236
2025
Q4 		$83K Buy
938
+93
+11% +$8.36K 0.03% 229
2025
Q3 		$77.3K Buy
845
+50
+6% +$4.54K 0.03% 221
2025
Q2 		$70.8K Sell
795
-60
-7% -$5.29K 0.03% 214
2025
Q1 		$77.4K Sell
855
-529
-38% -$48K 0.04% 213
2024
Q4 		$124K Sell
1,384
-890
-39% -$84.1K 0.05% 212
2024
Q3 		$217K Sell
2,274
-1,087
-32% -$100K 0.1% 173
2024
Q2 		$282K Sell
3,361
-100
-3% -$8.26K 0.06% 326
2024
Q1 		$299K Buy
3,461
+814
+31% +$69.5K 0.06% 318
2023
Q4 		$234K Sell
2,647
-787
-23% -$62.4K 0.05% 373
2023
Q3 		$287K Sell
3,434
-100
-3% -$8.24K 0.07% 304
2023
Q2 		$295K Sell
3,534
-50
-1% -$4.1K 0.06% 309
2023
Q1 		$298K Sell
3,584
-202
-5% -$17.4K 0.07% 291
2022
Q4 		$312K Buy
3,786
+112
+3% +$9.29K 0.08% 287
2022
Q3 		$295K Buy
3,674
+8
+0.2% +$748 0.08% 286
2022
Q2 		$340K Sell
3,666
-228
-6% -$22.7K 0.08% 256
2022
Q1 		$422K Sell
3,894
-706
-15% -$74.7K 0.08% 240
2021
Q4 		$534K Sell
4,600
-10
-0.2% -$1.09K 0.12% 203
2021
Q3 		$469K Buy
4,610
+158
+4% +$16.8K 0.11% 215
2021
Q2 		$453K Buy
4,452
+501
+13% +$49.7K 0.11% 220
2021
Q1 		$363K Buy
3,951
+1,218
+45% +$107K 0.1% 248
2020
Q4 		$232K Buy
+2,733
New +$227K 0.07% 284
2020
Q1 		– Sell
-2,569
Closed -$241K – 1351
2019
Q4 		$241K Buy
2,569
+389
+18% +$36K 0.07% 301
2019
Q3 		$204K Buy
2,180
+335
+18% +$30.4K 0.06% 317
2019
Q2 		$161K Buy
1,845
+130
+8% +$11.4K 0.04% 379
2019
Q1 		$149K Buy
+1,715
New +$142K 0.07% 326

Other funds holding VNQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
DF
Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

Realta Investment Advisors's VNQ Position: Q3 2026 in Review

Realta Investment Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 0.6% in Q3 2026, buying an estimated $484 and bringing the position to 837 shares worth $75K. The position accounts for 0.02% of the portfolio, ranked #248.

Realta Investment Advisors first reported a position in VNQ in Q1 2019 and has held it in 28 quarters since. The position peaked at $534K in Q4 2021. 289 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Realta Investment Advisors held 837 shares of Vanguard Real Estate ETF worth $75K as of Q3 2026.
  • Realta Investment Advisors bought 5 Vanguard Real Estate ETF shares in Q3 2026, an estimated $484.
  • Vanguard Real Estate ETF made up 0.02% of Realta Investment Advisors's portfolio in Q3 2026, its #248 holding.
  • Realta Investment Advisors first reported a position in Vanguard Real Estate ETF in Q1 2019 and has held it in 28 quarters since.
  • Realta Investment Advisors's Vanguard Real Estate ETF position peaked at $534K in Q4 2021.
  • 289 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.