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Tortoise Investment Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Tortoise Investment Management’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 		$1.53M Sell
17,211
-144
-0.8% -$13.2K 0.13% 106
2025
Q4 		$1.54M Buy
17,355
+804
+5% +$72.3K 0.13% 103
2025
Q3 		$1.51M Buy
16,551
+735
+5% +$66.7K 0.13% 101
2025
Q2 		$1.41M Buy
15,816
+1,291
+9% +$114K 0.13% 99
2025
Q1 		$1.32M Buy
14,525
+300
+2% +$27.2K 0.14% 99
2024
Q4 		$1.27M Buy
14,225
+2,462
+21% +$233K 0.13% 102
2024
Q3 		$1.15M Buy
11,763
+82
+0.7% +$7.55K 0.12% 109
2024
Q2 		$978K Buy
11,681
+1,017
+10% +$84K 0.11% 112
2024
Q1 		$922K Buy
10,664
+463
+5% +$39.6K 0.11% 117
2023
Q4 		$901K Buy
10,201
+4,176
+69% +$331K 0.12% 116
2023
Q3 		$456K Buy
6,025
+1,268
+27% +$105K 0.07% 143
2023
Q2 		$397K Buy
4,757
+2,044
+75% +$167K 0.06% 152
2023
Q1 		$225K Buy
2,713
+8
+0.3% +$687 0.04% 180
2022
Q4 		$223K Sell
2,705
-503
-16% -$41.7K 0.04% 179
2022
Q3 		$257K Buy
3,208
+10
+0.3% +$935 0.05% 162
2022
Q2 		$291K Buy
3,198
+539
+20% +$53.7K 0.06% 149
2022
Q1 		$288K Buy
2,659
+1,596
+150% +$169K 0.05% 145
2021
Q4 		$123K Sell
1,063
-150
-12% -$16.4K 0.02% 203
2021
Q3 		$123K Sell
1,213
-185
-13% -$19.6K 0.02% 190
2021
Q2 		$142K Sell
1,398
-140
-9% -$13.9K 0.03% 179
2021
Q1 		$141K Hold
1,538
– – 0.03% 177
2020
Q4 		$131K Sell
1,538
-150
-9% -$12.4K 0.03% 175
2020
Q3 		$133K Hold
1,688
– – 0.03% 163
2020
Q2 		$133K Buy
1,688
+239
+16% +$18.1K 0.03% 159
2020
Q1 		$101K Sell
1,449
-1,831
-56% -$161K 0.03% 175
2019
Q4 		$304K Buy
3,280
+131
+4% +$12.1K 0.07% 115
2019
Q3 		$294K Sell
3,149
-294
-9% -$26.7K 0.08% 117
2019
Q2 		$301K Hold
3,443
– – 0.08% 121
2019
Q1 		$299K Sell
3,443
-800
-19% -$66.1K 0.08% 114
2018
Q4 		$316K Sell
4,243
-100
-2% -$7.88K 0.09% 116
2018
Q3 		$350K Sell
4,343
-326
-7% -$26.8K 0.09% 111
2018
Q2 		$380K Buy
4,669
+265
+6% +$20.5K 0.1% 107
2018
Q1 		$332K Buy
4,404
+1,967
+81% +$151K 0.09% 113
2017
Q4 		$202K Hold
2,437
– – 0.06% 134
2017
Q3 		$202K Hold
2,437
– – 0.06% 132
2017
Q2 		$203K Hold
2,437
– – 0.07% 119
2017
Q1 		$201K Hold
2,437
– – 0.07% 111
2016
Q4 		$201K Buy
2,437
+125
+5% +$10.2K 0.07% 108
2016
Q3 		$201K Sell
2,312
-111
-5% -$9.9K 0.07% 98
2016
Q2 		$215K Hold
2,423
– – 0.07% 102
2016
Q1 		$203K Sell
2,423
-125
-5% -$9.73K 0.07% 107
2015
Q4 		$203K Sell
2,548
-230
-8% -$18.2K 0.07% 109
2015
Q3 		$210K Sell
2,778
-125
-4% -$9.6K 0.08% 102
2015
Q2 		$217K Sell
2,903
-200
-6% -$16K 0.08% 105
2015
Q1 		$262K Sell
3,103
-2,669
-46% -$227K 0.1% 91
2014
Q4 		$468K Sell
5,772
-8
-0.1% -$628 0.19% 72
2014
Q3 		$415K Buy
5,780
+57
+1% +$4.3K 0.17% 68
2014
Q2 		$428K Buy
5,723
+185
+3% +$13.6K 0.18% 67
2014
Q1 		$391K Sell
5,538
-798
-13% -$54.6K 0.18% 69
2013
Q4 		$409K Sell
6,336
-247
-4% -$16.5K 0.22% 62
2013
Q3 		$435K Sell
6,583
-1,795
-21% -$122K 0.26% 61
2013
Q2 		$576K Buy
+8,378
New +$609K 0.38% 48

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

Tortoise Investment Management's VNQ Position: Q1 2026 in Review

Tortoise Investment Management reduced its Vanguard Real Estate ETF (VNQ) stake by 0.83% in Q1 2026, selling an estimated $13.2K and leaving 17,211 shares worth $1.53M. The position accounts for 0.13% of the portfolio, ranked #106.

Tortoise Investment Management first reported a position in VNQ in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.54M in Q4 2025. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Tortoise Investment Management held 17,211 shares of Vanguard Real Estate ETF worth $1.53M as of Q1 2026.
  • Tortoise Investment Management sold 144 Vanguard Real Estate ETF shares in Q1 2026, an estimated $13.2K.
  • Vanguard Real Estate ETF made up 0.13% of Tortoise Investment Management's portfolio in Q1 2026, its #106 holding.
  • Tortoise Investment Management first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 52 quarters since.
  • Tortoise Investment Management's Vanguard Real Estate ETF position peaked at $1.54M in Q4 2025.
  • 1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.