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

Warwick 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
Q2 		$2.62M Sell
27,207
-13,460
-33% -$1.29M 0.29% 35
2026
Q1 		$3.61M Sell
40,667
-2,793
-6% -$256K 0.52% 30
2025
Q4 		$3.85M Sell
43,460
-854
-2% -$76.7K 0.59% 29
2025
Q3 		$4.05M Buy
44,314
+12
+0% +$1.09K 0.7% 27
2025
Q2 		$3.95M Buy
44,302
+483
+1% +$42.6K 0.77% 22
2025
Q1 		$3.97M Buy
+43,819
New +$3.98M 0.82% 23
2024
Q3 		– Sell
-40,566
Closed -$3.4M – 114
2024
Q2 		$3.4M Buy
40,566
+116
+0.3% +$9.58K 0.8% 21
2024
Q1 		$3.5M Sell
40,450
-38
-0.1% -$3.25K 0.84% 18
2023
Q4 		$3.58M Sell
40,488
-1,024
-2% -$81.2K 1.05% 17
2023
Q3 		$3.14M Buy
41,512
+634
+2% +$52.3K 1.18% 17
2023
Q2 		$3.42M Buy
40,878
+760
+2% +$62.3K 1.34% 16
2023
Q1 		$3.33M Sell
40,118
-10,961
-21% -$942K 1.41% 15
2022
Q4 		$4.21M Buy
+51,079
New +$4.24M 1.72% 12
2022
Q3 		– Sell
-48,071
Closed -$4.38M – 64
2022
Q2 		$4.38M Buy
48,071
+142
+0.3% +$14.2K 2.13% 9
2022
Q1 		$5.19M Buy
47,929
+39,554
+472% +$4.19M 2.26% 10
2021
Q4 		$972K Buy
+8,375
New +$915K 0.49% 20

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Warwick Investment Management's VNQ Position: Q2 2026 in Review

Warwick Investment Management reduced its Vanguard Real Estate ETF (VNQ) stake by 33% in Q2 2026, selling an estimated $1.29M and leaving 27,207 shares worth $2.62M. The position accounts for 0.29% of the portfolio, ranked #35.

Warwick Investment Management first reported a position in VNQ in Q4 2021 and has held it in 16 quarters since. The position peaked at $5.19M in Q1 2022. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Warwick Investment Management held 27,207 shares of Vanguard Real Estate ETF worth $2.62M as of Q2 2026.
  • Warwick Investment Management sold 13,460 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.29M.
  • Vanguard Real Estate ETF made up 0.29% of Warwick Investment Management's portfolio in Q2 2026, its #35 holding.
  • Warwick Investment Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 16 quarters since.
  • Warwick Investment Management's Vanguard Real Estate ETF position peaked at $5.19M in Q1 2022.
  • 1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.