Southland Equity Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Southland Equity Partners’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
2025 Q1	–	Sell	-15,744	Closed	-$1.4M	–	240
2024 Q4	$1.4M	Buy	+15,744	New	+$1.49M	0.33%	58
2023 Q1	–	Sell	-2,513	Closed	-$207K	–	182
2022 Q4	$207K	Sell	2,513 -10,789	-81%	-$895K	0.08%	168
2022 Q3	$1.07M	Sell	13,302 -6,898	-34%	-$645K	0.52%	42
2022 Q2	$1.84M	Sell	20,200 -252	-1%	-$25.1K	0.84%	26
2022 Q1	$2.22M	Sell	20,452 -333	-2%	-$35.2K	0.92%	21
2021 Q4	$2.41M	Buy	20,785 +657	+3%	+$71.8K	0.99%	19
2021 Q3	$2.05M	Sell	20,128 -142	-0.7%	-$15.1K	0.94%	19
2021 Q2	$2.06M	Sell	20,270 -177	-0.9%	-$17.6K	0.97%	18
2021 Q1	$1.88M	Sell	20,447 -790	-4%	-$69.4K	1.07%	20
2020 Q4	$1.8M	Buy	+21,237	New	+$1.76M	1.22%	19

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Southland Equity Partners's VNQ Position: Q1 2025 in Review

Southland Equity Partners sold out of Vanguard Real Estate ETF (VNQ) in Q1 2025, closing a stake of 15,744 shares — an estimated $1.4M sold.

Southland Equity Partners first reported a position in VNQ in Q4 2020 and held it in 10 quarters. The position peaked at $2.41M in Q4 2021. 1,712 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

Southland Equity Partners reported no remaining Vanguard Real Estate ETF position as of Q1 2025 after selling out during the quarter.
Southland Equity Partners sold 15,744 Vanguard Real Estate ETF shares in Q1 2025, an estimated $1.4M.
Southland Equity Partners first reported a position in Vanguard Real Estate ETF in Q4 2020 and held it in 10 quarters.
Southland Equity Partners's Vanguard Real Estate ETF position peaked at $2.41M in Q4 2021.
1,712 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on Southland Equity Partners's 13F filing for Q1 2025, filed 16 Apr 2025.