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Disclosery

Carlson Capital Management: VNQ position timeline

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

Carlson Capital Management held 297,951 VNQ shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 297,951 shares
    Change vs previous 13F +22,097 shares

    1.16% of the 13F portfolio, value $26,541,467.

    13F-HR 0001581298-25-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 275,854 shares
    Change vs previous 13F +70,650 shares

    1.14% of the 13F portfolio, value $26,873,661.

    13F-HR 0001581298-24-000005 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 205,204 shares
    Change vs previous 13F +25,954 shares

    0.81% of the 13F portfolio, value $17,187,868.

    13F-HR 0001581298-24-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 179,250 shares
    Change vs previous 13F -9,341 shares

    0.73% of the 13F portfolio, value $15,501,567.

    13F-HR 0001581298-24-000002 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 188,591 shares
    Change vs previous 13F -54,842 shares

    0.86% of the 13F portfolio, value $16,663,900.

    13F-HR 0001581298-24-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 243,433 shares
    Change vs previous 13F +31,447 shares

    1.09% of the 13F portfolio, value $18,418,137.

    13F-HR 0001581298-23-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 211,986 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $17,713,581.

    13F-HR 0001581298-23-000003 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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