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Capital Investment Advisors, LLC: VNQ position timeline

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

Capital Investment Advisors, LLC held 730,166 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 730,166 shares
    Change vs previous 13F +36,496 shares

    0.93% of the 13F portfolio, value $70,409,938.

    13F-HR 0001062993-26-004077 filed by Capital Investment Advisors, 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/A 693,670 shares
    Change vs previous 13F +35,310 shares

    0.9% of the 13F portfolio, value $61,528,500.

    13F-HR/A 0001062993-26-002034 filed by Capital Investment Advisors, 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 658,360 shares
    Change vs previous 13F +167,017 shares

    0.89% of the 13F portfolio, value $58,258,254.

    13F-HR 0001062993-26-000231 filed by Capital Investment Advisors, 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 491,343 shares
    Change vs previous 13F +30,038 shares

    0.74% of the 13F portfolio, value $44,918,568.

    13F-HR 0001062993-25-016276 filed by Capital Investment Advisors, 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/A 461,305 shares
    Change vs previous 13F +30,755 shares

    0.74% of the 13F portfolio, value $41,083,822.

    13F-HR/A 0001062993-25-012960 filed by Capital Investment Advisors, 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 430,550 shares
    Change vs previous 13F +34,700 shares

    0.76% of the 13F portfolio, value $38,982,011.

    13F-HR 0001062993-25-007411 filed by Capital Investment Advisors, 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 395,850 shares
    Change vs previous 13F +42,671 shares

    0.72% of the 13F portfolio, value $35,262,317.

    13F-HR 0001062993-25-000712 filed by Capital Investment Advisors, 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 353,179 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $34,406,671.

    13F-HR 0001062993-24-017756 filed by Capital Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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