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Disclosery

Ballentine Partners, LLC: VNQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ballentine Partners, LLC on VNQ, newest first. How the timeline and the estimate are built.

Ballentine Partners, LLC held 1,609,924 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,609,924 shares
    Change vs previous 13F +51,246 shares

    1.9% of the 13F portfolio, value $155,244,991.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,558,678 shares
    Change vs previous 13F +52,479 shares

    1.92% of the 13F portfolio, value $138,254,740.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,506,199 shares
    Change vs previous 13F +38,803 shares

    1.87% of the 13F portfolio, value $133,283,551.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,467,396 shares
    Change vs previous 13F +88,660 shares

    1.86% of the 13F portfolio, value $134,149,366.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,378,736 shares
    Change vs previous 13F +76,937 shares

    1.85% of the 13F portfolio, value $122,790,225.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,301,799 shares
    Change vs previous 13F +105,581 shares

    2.04% of the 13F portfolio, value $117,864,851.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,196,218 shares
    Change vs previous 13F +40,445 shares

    1.83% of the 13F portfolio, value $106,559,143.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,155,773 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $112,595,385.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).