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Samalin Investment Counsel’s Vanguard Real Estate ETF VNQ Stock Holding History

Samalin Investment Counsel’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
Q2 		$1.91M Buy
19,828
+593
+3% +$56.7K 0.6% 40
2026
Q1 		$1.71M Buy
19,235
+244
+1% +$22.4K 0.61% 36
2025
Q4 		$1.68M Buy
18,991
+645
+4% +$58K 0.6% 36
2025
Q3 		$1.68M Buy
18,346
+4,558
+33% +$413K 0.58% 36
2025
Q2 		$1.23M Buy
13,788
+2,876
+26% +$254K 0.47% 49
2025
Q1 		$988K Buy
10,912
+5,761
+112% +$523K 0.4% 64
2024
Q4 		$459K Sell
5,151
-181
-3% -$17.1K 0.2% 167
2024
Q3 		$519K Buy
5,332
+129
+2% +$11.9K 0.23% 145
2024
Q2 		$436K Buy
5,203
+598
+13% +$49.4K 0.2% 166
2024
Q1 		$398K Buy
4,605
+496
+12% +$42.4K 0.19% 181
2023
Q4 		$363K Sell
4,109
-1,473
-26% -$117K 0.18% 188
2023
Q3 		$422K Sell
5,582
-1,001
-15% -$82.5K 0.24% 125
2023
Q2 		$550K Sell
6,583
-1,374
-17% -$113K 0.3% 98
2023
Q1 		$661K Sell
7,957
-841
-10% -$72.3K 0.4% 70
2022
Q4 		$726K Buy
8,798
+1,180
+15% +$97.8K 0.46% 60
2022
Q3 		$611K Buy
7,618
+312
+4% +$29.2K 0.45% 59
2022
Q2 		$666K Buy
7,306
+1,421
+24% +$142K 0.47% 59
2022
Q1 		$638K Buy
5,885
+644
+12% +$68.2K 0.39% 72
2021
Q4 		$608K Sell
5,241
-47
-0.9% -$5.13K 0.37% 76
2021
Q3 		$538K Sell
5,288
-159
-3% -$16.9K 0.35% 86
2021
Q2 		$555K Sell
5,447
-707
-11% -$70.1K 0.36% 88
2021
Q1 		$565K Buy
6,154
+600
+11% +$52.7K 0.38% 86
2020
Q4 		$472K Buy
5,554
+1,085
+24% +$90K 0.35% 89
2020
Q3 		$353K Buy
4,469
+541
+14% +$43.4K 0.31% 104
2020
Q2 		$308K Buy
3,928
+225
+6% +$17.1K 0.32% 101
2020
Q1 		$258K Sell
3,703
-300
-7% -$26.3K 0.35% 91
2019
Q4 		$371K Buy
+4,003
New +$371K 0.31% 87

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Samalin Investment Counsel's VNQ Position: Q2 2026 in Review

Samalin Investment Counsel increased its Vanguard Real Estate ETF (VNQ) stake by 3.1% in Q2 2026, buying an estimated $56.7K and bringing the position to 19,828 shares worth $1.91M. The position accounts for 0.6% of the portfolio, ranked #40.

Samalin Investment Counsel first reported a position in VNQ in Q4 2019 and has held it in 27 quarters since. 795 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Samalin Investment Counsel held 19,828 shares of Vanguard Real Estate ETF worth $1.91M as of Q2 2026.
  • Samalin Investment Counsel bought 593 Vanguard Real Estate ETF shares in Q2 2026, an estimated $56.7K.
  • Vanguard Real Estate ETF made up 0.6% of Samalin Investment Counsel's portfolio in Q2 2026, its #40 holding.
  • Samalin Investment Counsel first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 27 quarters since.
  • 795 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.