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

Regal 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 		$6.4M Buy
72,163
+5,816
+9% +$533K 0.37% 70
2025
Q4 		$5.87M Buy
66,347
+258
+0.4% +$23.2K 0.35% 75
2025
Q3 		$6.04M Buy
66,089
+566
+0.9% +$51.3K 0.39% 68
2025
Q2 		$5.84M Sell
65,523
-595
-0.9% -$52.5K 0.44% 61
2025
Q1 		$5.99M Buy
66,118
+2,286
+4% +$207K 0.48% 53
2024
Q4 		$5.69M Sell
63,832
-9,128
-13% -$862K 0.43% 64
2024
Q3 		$7.11M Sell
72,960
-1,353
-2% -$125K 0.5% 49
2024
Q2 		$6.22M Buy
74,313
+262
+0.4% +$21.6K 0.41% 65
2024
Q1 		$6.4M Buy
74,051
+12,421
+20% +$1.06M 0.44% 61
2023
Q4 		$5.45M Buy
61,630
+712
+1% +$56.4K 0.41% 70
2023
Q3 		$4.61M Buy
60,918
+1,544
+3% +$127K 0.39% 73
2023
Q2 		$4.96M Buy
59,374
+1,114
+2% +$91.3K 0.42% 74
2023
Q1 		$4.84M Sell
58,260
-1,623
-3% -$139K 0.43% 71
2022
Q4 		$4.94M Buy
59,883
+1,244
+2% +$103K 0.48% 58
2022
Q3 		$4.7M Buy
58,639
+1,679
+3% +$157K 0.5% 58
2022
Q2 		$5.19M Buy
56,960
+651
+1% +$64.9K 0.54% 52
2022
Q1 		$6.1M Buy
56,309
+630
+1% +$66.7K 0.56% 42
2021
Q4 		$6.46M Buy
55,679
+2,435
+5% +$266K 0.57% 37
2021
Q3 		$5.42M Sell
53,244
-266
-0.5% -$28.2K 0.53% 46
2021
Q2 		$5.45M Buy
53,510
+26,792
+100% +$2.66M 0.55% 44
2021
Q1 		$2.45M Sell
26,718
-26,829
-50% -$2.36M 2.49% 13
2020
Q4 		$4.55M Buy
53,547
+28,369
+113% +$2.35M 0.51% 48
2020
Q3 		$1.99M Sell
25,178
-28,256
-53% -$2.27M 2.35% 17
2020
Q2 		$4.2M Buy
53,434
+28,554
+115% +$2.16M 0.77% 32
2020
Q1 		$1.74M Sell
24,880
-39,532
-61% -$3.47M 2.55% 17
2019
Q4 		$5.98M Buy
64,412
+2,964
+5% +$274K 1.08% 21
2019
Q3 		$5.73M Sell
61,448
-1,492
-2% -$135K 1.12% 20
2019
Q2 		$5.5M Buy
62,940
+8,396
+15% +$735K 1.07% 21
2019
Q1 		$4.74M Buy
54,544
+2,213
+4% +$183K 0.96% 25
2018
Q4 		$3.9M Sell
52,331
-64
-0.1% -$5.04K 0.85% 29
2018
Q3 		$4.23M Buy
52,395
+16,929
+48% +$1.39M 0.89% 28
2018
Q2 		$2.89M Sell
35,466
-18,019
-34% -$1.4M 0.88% 29
2018
Q1 		$4.04M Sell
53,485
-937
-2% -$71.7K 0.89% 31
2017
Q4 		$4.52M Buy
54,422
+10,197
+23% +$855K 1.01% 25
2017
Q3 		$3.67M Buy
44,225
+1,229
+3% +$103K 0.86% 30
2017
Q2 		$3.58M Buy
42,996
+4,305
+11% +$359K 0.89% 31
2017
Q1 		$3.2M Sell
38,691
-5,480
-12% -$455K 0.83% 31
2016
Q4 		$3.65M Buy
44,171
+6,387
+17% +$520K 1.01% 24
2016
Q3 		$3.28M Sell
37,784
-168
-0.4% -$15K 0.93% 24
2016
Q2 		$3.37M Sell
37,952
-45,805
-55% -$3.85M 0.93% 27
2016
Q1 		$7.02M Buy
83,757
+46,201
+123% +$3.6M 1.9% 4
2015
Q4 		$2.99M Buy
37,556
+1,813
+5% +$144K 0.78% 48
2015
Q3 		$2.7M Buy
35,743
+519
+1% +$39.9K 0.7% 49
2015
Q2 		$2.63M Sell
35,224
-50,778
-59% -$4.06M 0.71% 51
2015
Q1 		$7.25M Buy
86,002
+5,675
+7% +$482K 1.79% 6
2014
Q4 		$6.51M Buy
80,327
+48,053
+149% +$3.77M 1.74% 5
2014
Q3 		$2.32M Sell
32,274
-42,261
-57% -$3.19M 0.7% 47
2014
Q2 		$5.58M Buy
74,535
+15,991
+27% +$1.18M 1.99% 4
2014
Q1 		$4.13M Buy
58,544
+35,976
+159% +$2.46M 1.75% 3
2013
Q4 		$1.46M Sell
22,568
-5,806
-20% -$388K 0.83% 39
2013
Q3 		$1.88M Buy
28,374
+1,368
+5% +$93K 1.1% 15
2013
Q2 		$1.86M Buy
+27,006
New +$1.96M 1.02% 21

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

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

Regal Investment Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 8.8% in Q1 2026, buying an estimated $533K and bringing the position to 72,163 shares worth $6.4M. The position accounts for 0.37% of the portfolio, ranked #70.

Regal Investment Advisors first reported a position in VNQ in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.25M in Q1 2015. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Regal Investment Advisors held 72,163 shares of Vanguard Real Estate ETF worth $6.4M as of Q1 2026.
  • Regal Investment Advisors bought 5,816 Vanguard Real Estate ETF shares in Q1 2026, an estimated $533K.
  • Vanguard Real Estate ETF made up 0.37% of Regal Investment Advisors's portfolio in Q1 2026, its #70 holding.
  • Regal Investment Advisors first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 52 quarters since.
  • Regal Investment Advisors's Vanguard Real Estate ETF position peaked at $7.25M in Q1 2015.
  • 1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.