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Institutional Holders of VNQ

There is a long list of 1603 institutional holders of VNQ within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of VNQ by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-VNQ table below, the initial column indicates the name of each top institutional holder of VNQ, with a link to that fund's top holdings. The next columns indicate the amount of VNQ stock held by each of the institutional holders of VNQ, followed by the VNQ position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
TFO TDC LLC43,100$3,808,333 12/31/2023
     VNQ43,100$3,808,333 12/31/2023
Creative Planning18,354,045$1,621,763 12/31/2023
     VNQ18,354,045$1,621,763 12/31/2023
Morgan Stanley12,843,926$1,134,889 12/31/2023
     VNQ12,843,926$1,134,889 12/31/2023
JPMorgan Chase & Co.10,656,816$941,636 12/31/2023
     VNQ10,656,816$941,636 12/31/2023
Empower Advisory Group LLC10,342,070$913,825 12/31/2023
     VNQ10,342,070$913,825 12/31/2023
Goldman Sachs Group Inc.9,746,685$861,217 12/31/2023
     VNQ9,746,685$861,217 12/31/2023
Bank of America Corp DE $858,496 12/31/2023
     VNQ10,017,288$885,128 12/31/2023
     Put322,000$28,452 12/31/2023
     Call20,600$1,820 12/31/2023
Wealthfront Advisers LLC7,941,598$686,789 03/31/2024
     VNQ7,941,598$686,789 03/31/2024
Northwestern Mutual Wealth Management Co.7,106,406$627,989 12/31/2023
     VNQ7,106,406$627,989 12/31/2023
Wells Fargo & Company MN6,246,293$551,922 12/31/2023
     VNQ6,246,293$551,922 12/31/2023
US Bancorp DE5,404,067$477,504 12/31/2023
     VNQ5,404,067$477,504 12/31/2023
Cerity Partners LLC4,364,788$385,673 12/31/2023
     VNQ4,364,788$385,673 12/31/2023
Prudential Financial Inc.4,236,611$374,347 12/31/2023
     VNQ4,236,611$374,347 12/31/2023
Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management 3,654,504$322,912 12/31/2023
     VNQ3,654,504$322,912 12/31/2023
Financial Engines Advisors L.L.C.3,475,779$307,120 12/31/2023
     VNQ3,475,779$307,120 12/31/2023
Envestnet Asset Management Inc.2,566,268$226,755 12/31/2023
     VNQ2,566,268$226,755 12/31/2023
Royal Bank of Canada $209,105 12/31/2023
     VNQ2,367,019$209,149 12/31/2023
     Put500$44 12/31/2023
State of Tennessee Treasury Department2,322,946$205,256 12/31/2023
     VNQ2,322,946$205,256 12/31/2023
Bank of New York Mellon Corp2,228,359$192,708 03/31/2024
     VNQ2,228,359$192,708 03/31/2024
Mariner LLC1,998,013$176,544 12/31/2023
     VNQ1,998,013$176,544 12/31/2023
The PNC Financial Services Group Inc.1,962,139$173,375 12/31/2023
     VNQ1,962,139$173,375 12/31/2023
Fifth Third Bancorp1,969,782$170,347 03/31/2024
     VNQ1,969,782$170,347 03/31/2024
Charles Schwab Investment Management Inc.1,887,119$166,746 12/31/2023
     VNQ1,887,119$166,746 12/31/2023
Beacon Capital Management Inc.1,857,598$157,952 03/31/2024
     VNQ1,857,598$157,952 03/31/2024
UBS Group AG1,749,561$154,591 12/31/2023
     VNQ1,749,561$154,591 12/31/2023
Board of Trustees of The Leland Stanford Junior University1,699,905$150,204 12/31/2023
     VNQ1,699,905$150,204 12/31/2023
Glenmede Trust Co. NA1,466,774$129,604 12/31/2023
     VNQ1,466,774$129,604 12/31/2023
LPL Financial LLC1,445,552$127,729 12/31/2023
     VNQ1,445,552$127,729 12/31/2023
Pure Financial Advisors Inc.1,476,096$127,653 03/31/2024
     VNQ1,476,096$127,653 03/31/2024
The Manufacturers Life Insurance Company 1,340,985$118,489 12/31/2023
     VNQ1,340,985$118,489 12/31/2023
CI Private Wealth LLC1,339,289$118,371 12/31/2023
     VNQ1,339,289$118,371 12/31/2023
Vanderbilt University1,296,469$112,119 03/31/2024
     VNQ1,296,469$112,119 03/31/2024
Gibson Capital LLC1,226,535$106,071 03/31/2024
     VNQ1,226,535$106,071 03/31/2024
State of New Jersey Common Pension Fund D1,200,000$106,032 12/31/2023
     VNQ1,200,000$106,032 12/31/2023
Advisor Group Holdings Inc.1,149,051$101,547 12/31/2023
     VNQ1,149,051$101,547 12/31/2023
Vista Capital Partners Inc.1,136,734$100,442 12/31/2023
     VNQ1,136,734$100,442 12/31/2023
Ballentine Partners LLC1,097,780$94,936 03/31/2024
     VNQ1,097,780$94,936 03/31/2024
Catalyst Capital Advisors LLC1,072,790$92,775 03/31/2024
     VNQ1,072,790$92,775 03/31/2024
HighTower Advisors LLC1,013,309$89,514 12/31/2023
     VNQ1,013,309$89,514 12/31/2023
United Capital Financial Advisers LLC920,937$81,374 12/31/2023
     VNQ920,937$81,374 12/31/2023
Millburn Ridgefield Corp911,439$80,535 12/31/2023
     VNQ911,439$80,535 12/31/2023
Rebalance LLC847,179$73,264 03/31/2024
     VNQ847,179$73,264 03/31/2024
Cetera Advisor Networks LLC820,455$72,495 12/31/2023
     VNQ820,455$72,495 12/31/2023
Raymond James Financial Services Advisors Inc.809,811$70,032 03/31/2024
     VNQ809,811$70,032 03/31/2024
Commonwealth Equity Services LLC772,070$68,220 12/31/2023
     VNQ772,070$68,220 12/31/2023
Seven Post Investment Office LP784,608$67,853 03/31/2024
     VNQ784,608$67,853 03/31/2024
Sand Hill Global Advisors LLC744,109$65,750 12/31/2023
     VNQ744,109$65,750 12/31/2023
Avantax Advisory Services Inc.742,694$65,624 12/31/2023
     VNQ742,694$65,624 12/31/2023
Assetmark Inc.730,673$64,562 12/31/2023
     VNQ730,673$64,562 12/31/2023
Exchange Traded Concepts LLC739,075$63,915 03/31/2024
     VNQ739,075$63,915 03/31/2024

See All: Funds Holding VNQ
See Details: Top 10 Hedge Funds Holding VNQ
Also See: VNQ Holdings Changes

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