— Know what they know.
Not Investment Advice

VNQ Institutional Ownership

Vanguard Real Estate ETF
1W: -1.6% 1M: -6.6% 3M: -8.0% YTD: +1.1% 1Y: -2.2% 3Y: +29.8% 5Y: -0.1%
$89.50
+0.33 (+0.37%)
 
Weekly Expected Move ±1.4%
$87 $88 $90 $91 $92
ETF AMEX · AUM $64.6B

Institutional Ownership — VNQ

1,905
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
22B
Total Invested
141
New Positions
763
Increased
713
Reduced
89
Closed
1.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (2015 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Empower Advisory Group, LLC 17,590,235 1.6B +711,156 +4.2% 14Q SEC ↗
2 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 16,949,846 1.5B +4,118,355 +32.1% 75Q SEC ↗
3 Creative Planning 12,196,894 1.1B -363,691 -2.9% 59Q SEC ↗
4 Wealthfront Advisers LLC 10,163,867 910M +93,687 +0.9% 31Q SEC ↗
5 BANK OF AMERICA CORP /DE 9,829,110 880M -286,634 -2.8% 15Q SEC ↗
6 MORGAN STANLEY 9,292,120 832M -487,882 -5.0% 60Q SEC ↗
7 State of New Jersey Common Pension Fun 8,598,869 770M — +0.0% 44Q SEC ↗
8 JPMORGAN CHASE & CO 7,569,539 677M +218,659 +3.0% 71Q SEC ↗
9 US BANCORP \DE 5,030,439 450M -490,866 -8.9% 80Q SEC ↗
10 PRUDENTIAL FINANCIAL INC 4,918,706 440M +722,085 +17.2% 60Q SEC ↗
11 WELLS FARGO & COMPANY/MN 3,989,579 357M -148,755 -3.6% 86Q SEC ↗
12 Bank of New York Mellon Corp 3,430,993 307M -405 -0.0% 69Q SEC ↗
13 Financial Engines Advisors L.L.C. 3,358,164 301M -802 -0.0% 31Q SEC ↗
14 Cetera Investment Advisers 2,439,239 218M +76,352 +3.2% 43Q SEC ↗
15 LPL Financial LLC 2,331,612 209M +54,607 +2.4% 61Q SEC ↗
16 Pure Financial Advisors, LLC 2,286,335 205M +73,850 +3.3% 55Q SEC ↗
17 Mariner, LLC 2,222,799 199M +102,780 +4.8% 64Q SEC ↗
18 ENVESTNET ASSET MANAGEMENT INC 2,209,295 198M +54,884 +2.5% 79Q SEC ↗
19 State of Tennessee, Department of Trea 2,181,157 195M -52,866 -2.4% 46Q SEC ↗
20 GOLDMAN SACHS GROUP INC 1,765,974 158M +17,410 +1.0% 15Q SEC ↗
21 Sand Hill Global Advisors, LLC 1,754,412 157M +13,004 +0.7% 37Q SEC ↗
22 FIFTH THIRD BANCORP 1,644,829 147M -32,865 -2.0% 26Q SEC ↗
23 Ballentine Partners, LLC 1,609,924 144M +51,246 +3.3% 42Q SEC ↗
24 ROYAL BANK OF CANADA 1,591,558 142M +22,650 +1.4% 68Q SEC ↗
25 VISTA CAPITAL PARTNERS, INC. 1,506,976 135M +58,570 +4.0% 63Q SEC ↗
26 UBS Group AG 1,506,577 135M +5,623 +0.4% 47Q SEC ↗
27 AMERIPRISE FINANCIAL INC 1,502,969 135M +813,491 +118.0% 16Q SEC ↗
28 Gibson Capital, LLC 1,395,282 125M +7,672 +0.6% 72Q SEC ↗
29 Millburn Ridgefield LLC /DE 1,378,575 123M -14,572 -1.0% 39Q SEC ↗
30 Catalyst Capital Advisors LLC 1,378,575 123M -14,572 -1.0% 40Q SEC ↗
31 ASSETMARK, INC 1,351,459 121M +486,579 +56.3% 52Q SEC ↗
32 PRICE T ROWE ASSOCIATES INC /MD NEW 1,300,407 116M — +0.0% 1Q SEC ↗
33 RAYMOND JAMES FINANCIAL INC 1,259,888 113M -20,166 -1.6% 7Q SEC ↗
34 MANUFACTURERS LIFE INSURANCE COMPANY, 1,059,730 95M +198,524 +23.1% 53Q SEC ↗
35 PNC Financial Services Group, Inc. 1,027,667 92M -9,444 -0.9% 15Q SEC ↗
36 WEALTH ENHANCEMENT ADVISORY SERVICES, 937,292 84M -13,344 -1.4% 26Q SEC ↗
37 Beacon Capital Management, Inc. 896,485 80M -125,987 -12.3% 51Q SEC ↗
38 Seven Post Investment Office LP 857,363 77M +7,423 +0.9% 26Q SEC ↗
39 SBI Okasan Asset Management Co.Ltd. NEW 853,650 76M — +0.0% 1Q SEC ↗
40 BANK OF MONTREAL /CAN 842,116 75M +201,230 +31.4% 53Q SEC ↗
41 Jefferies Financial Group Inc. 831,143 74M +29,006 +3.6% 12Q SEC ↗
42 EVERGREEN CAPITAL MANAGEMENT LLC 781,642 70M +21,951 +2.9% 36Q SEC ↗
43 GLENMEDE TRUST CO NA 775,853 69M -5,941 -0.8% 3Q SEC ↗
44 Cerity Partners LLC 771,016 69M +145,009 +23.2% 27Q SEC ↗
45 HighTower Advisors, LLC 741,178 66M +74,860 +11.2% 22Q SEC ↗
46 Capital Investment Advisors, LLC 730,166 65M +36,496 +5.3% 51Q SEC ↗
47 Pathstone Holdings, LLC 726,100 65M +46,412 +6.8% 11Q SEC ↗
48 Corient Private Wealth LP 719,290 64M -289,275 -28.7% 15Q SEC ↗
49 STIFEL FINANCIAL CORP 718,232 64M +26,605 +3.8% 49Q SEC ↗
50 OSAIC HOLDINGS, INC. 710,144 64M +87,366 +14.0% 26Q SEC ↗

Recent Activity

New Positions (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
NORTHWESTERN MUTUAL WEALTH MANAGEME +4,118,355 +32.1% 16,949,846
AMERIPRISE FINANCIAL INC +813,491 +118.0% 1,502,969
PRUDENTIAL FINANCIAL INC +722,085 +17.2% 4,918,706
Empower Advisory Group, LLC +711,156 +4.2% 17,590,235
ASSETMARK, INC +486,579 +56.3% 1,351,459
SUMITOMO LIFE INSURANCE CO +405,811 +152.5% 671,894
Savant Capital, LLC +397,244 +444.8% 486,552
STATE STREET CORP +267,787 +104.3% 524,486
Man Group plc +256,634 +997.2% 282,369
JPMORGAN CHASE & CO +218,659 +3.0% 7,569,539
MAI Capital Management +204,709 +76.8% 471,382
BANK OF MONTREAL /CAN +201,230 +31.4% 842,116
Employees' Retirement Fund of the C +200,000 +241.0% 283,000
MANUFACTURERS LIFE INSURANCE COMPAN +198,524 +23.1% 1,059,730
Carrera Capital Advisors +180,941 +2160.2% 189,317
Empowered Funds, LLC +153,518 +62.5% 399,081
Kestra Advisory Services, LLC +147,642 +80.8% 330,263
Cerity Partners LLC +145,009 +23.2% 771,016
Ameritas Advisory Services, LLC +108,632 +46.5% 342,483
Mariner, LLC +102,780 +4.8% 2,222,799
Biggest Decreases (20)
HolderReducedChange %Total Shares
Gallagher Fiduciary Advisors, LLC -6,011,728 -98.9% 69,532
TWO SIGMA INVESTMENTS, LP -3,380,500 -92.3% 280,100
HEALTHCARE OF ONTARIO PENSION PLAN -540,000 -77.1% 160,000
US BANCORP \DE -490,866 -8.9% 5,030,439
MORGAN STANLEY -487,882 -5.0% 9,292,120
Creative Planning -363,691 -2.9% 12,196,894
Steward Partners Investment Advisor -327,767 -51.4% 309,861
Corient Private Wealth LP -289,275 -28.7% 719,290
Midwest Trust Co -286,719 -76.3% 89,025
BANK OF AMERICA CORP /DE -286,634 -2.8% 9,829,110
GTS SECURITIES LLC -238,896 -94.3% 14,373
NEUBERGER BERMAN GROUP LLC -238,106 -86.0% 38,603
COMMON FUND FOR NONPROFIT ORGANIZAT -225,228 -84.4% 41,481
First Command Advisory Services, In -186,084 -32.6% 384,757
MassMutual Private Wealth & Trust, -168,587 -83.6% 33,009
Johnson Financial Group, LLC -155,831 -74.5% 53,417
WELLS FARGO & COMPANY/MN -148,755 -3.6% 3,989,579
MERCER GLOBAL ADVISORS INC /ADV -142,725 -34.2% 274,051
MOLLER WEALTH PARTNERS -133,263 -55.4% 107,370
Beacon Capital Management, Inc. -125,987 -12.3% 896,485

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms