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Seven Post Investment Office’s Vanguard Real Estate ETF VNQ Stock Holding History

Seven Post Investment Office’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 		$82.7M Buy
857,363
+7,423
+0.9% +$709K 23.47% 1
2026
Q1 		$75.4M Buy
849,940
+8,904
+1% +$816K 24.36% 1
2025
Q4 		$74.4M Buy
841,036
+7,850
+0.9% +$705K 26.61% 1
2025
Q3 		$76.2M Buy
833,186
+7,839
+0.9% +$711K 27.44% 1
2025
Q2 		$73.5M Buy
825,347
+7,647
+0.9% +$674K 27.69% 1
2025
Q1 		$74M Buy
817,700
+8,253
+1% +$749K 28.28% 1
2024
Q4 		$72.1M Buy
809,447
+9,272
+1% +$876K 27.6% 1
2024
Q3 		$78M Buy
800,175
+16,581
+2% +$1.53M 11.78% 3
2024
Q2 		$65.6M Sell
783,594
-1,014
-0.1% -$83.7K 12.16% 3
2024
Q1 		$67.9M Buy
784,608
+7,814
+1% +$668K 16.57% 2
2023
Q4 		$68.6M Buy
776,794
+14,901
+2% +$1.18M 17.29% 2
2023
Q3 		$57.6M Buy
761,893
+8,528
+1% +$703K 15.94% 2
2023
Q2 		$63M Buy
753,365
+1,254
+0.2% +$103K 19.18% 2
2023
Q1 		$62.5M Sell
752,111
-375
-0% -$32.2K 22.54% 1
2022
Q4 		$62.1M Buy
752,486
+606
+0.1% +$50.2K 21.82% 1
2022
Q3 		$60.3M Sell
751,880
-22,288
-3% -$2.08M 23.45% 1
2022
Q2 		$70.5M Buy
774,168
+426
+0.1% +$42.5K 26.23% 1
2022
Q1 		$83.8M Sell
773,742
-629
-0.1% -$66.6K 25.58% 1
2021
Q4 		$89.8M Buy
774,371
+2,079
+0.3% +$227K 24.27% 1
2021
Q3 		$78.6M Hold
772,292
– – 24.44% 1
2021
Q2 		$78.6M Buy
772,292
+5,384
+0.7% +$534K 23.76% 2
2021
Q1 		$70.4M Sell
766,908
-575
-0.1% -$50.5K 24.63% 2
2020
Q4 		$65.2M Sell
767,483
-62,943
-8% -$5.22M 26.51% 2
2020
Q3 		$65.6M Buy
830,426
+60,869
+8% +$4.89M 25.85% 2
2020
Q2 		$60.4M Buy
769,557
+8,557
+1% +$649K 25.55% 2
2020
Q1 		$53.2M Buy
+761,000
New +$66.8M 27.86% 2

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
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

Seven Post Investment Office's VNQ Position: Q2 2026 in Review

Seven Post Investment Office increased its Vanguard Real Estate ETF (VNQ) stake by 0.87% in Q2 2026, buying an estimated $709K and bringing the position to 857,363 shares worth $82.7M. The position accounts for 23.47% of the portfolio, ranked #1.

Seven Post Investment Office first reported a position in VNQ in Q1 2020 and has held it in 26 quarters since. The position peaked at $89.8M in Q4 2021. 897 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Seven Post Investment Office held 857,363 shares of Vanguard Real Estate ETF worth $82.7M as of Q2 2026.
  • Seven Post Investment Office bought 7,423 Vanguard Real Estate ETF shares in Q2 2026, an estimated $709K.
  • Vanguard Real Estate ETF made up 23.47% of Seven Post Investment Office's portfolio in Q2 2026, its #1 holding.
  • Seven Post Investment Office first reported a position in Vanguard Real Estate ETF in Q1 2020 and has held it in 26 quarters since.
  • Seven Post Investment Office's Vanguard Real Estate ETF position peaked at $89.8M in Q4 2021.
  • 897 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Seven Post Investment Office's 13F filing for Q2 2026, filed 28 Jul 2026.