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Tower Trust & Investment Company’s Vanguard Real Estate ETF VNQ Stock Holding History

Tower Trust & Investment Company’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 		$206K Sell
2,141
-739
-26% -$70.6K 0.13% 91
2026
Q1 		$255K Buy
2,880
+130
+5% +$11.9K 0.17% 89
2025
Q4 		$243K Buy
2,750
+268
+11% +$24.1K 0.15% 90
2025
Q3 		$227K Buy
2,482
+100
+4% +$9.07K 0.15% 88
2025
Q2 		$212K Buy
2,382
+179
+8% +$15.8K 0.15% 90
2025
Q1 		$195K Buy
+2,203
New +$200K 0.16% 85

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
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

Tower Trust & Investment Company's VNQ Position: Q2 2026 in Review

Tower Trust & Investment Company reduced its Vanguard Real Estate ETF (VNQ) stake by 26% in Q2 2026, selling an estimated $70.6K and leaving 2,141 shares worth $206K. The position accounts for 0.13% of the portfolio, ranked #91.

Tower Trust & Investment Company first reported a position in VNQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $255K in Q1 2026. 897 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Tower Trust & Investment Company held 2,141 shares of Vanguard Real Estate ETF worth $206K as of Q2 2026.
  • Tower Trust & Investment Company sold 739 Vanguard Real Estate ETF shares in Q2 2026, an estimated $70.6K.
  • Vanguard Real Estate ETF made up 0.13% of Tower Trust & Investment Company's portfolio in Q2 2026, its #91 holding.
  • Tower Trust & Investment Company first reported a position in Vanguard Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
  • Tower Trust & Investment Company's Vanguard Real Estate ETF position peaked at $255K in Q1 2026.
  • 897 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Tower Trust & Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.