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Klingman & Associates, LLC: VNQ position timeline

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

Klingman & Associates, LLC held 57,654 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,654 shares
    Change vs previous 13F -635 shares

    0.24% of the 13F portfolio, value $5,559,565.

    13F-HR 0001172661-26-002895 filed by Klingman & Associates, 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 58,289 shares
    Change vs previous 13F +660 shares

    0.25% of the 13F portfolio, value $5,170,246.

    13F-HR 0001172661-26-001944 filed by Klingman & Associates, 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 57,629 shares
    Change vs previous 13F +2,184 shares

    0.25% of the 13F portfolio, value $5,099,610.

    13F-HR 0001172661-26-000376 filed by Klingman & Associates, 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 55,445 shares
    Change vs previous 13F +1,048 shares

    0.26% of the 13F portfolio, value $5,068,823.

    13F-HR 0001172661-25-004438 filed by Klingman & Associates, 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 54,397 shares
    Change vs previous 13F +397 shares

    0.27% of the 13F portfolio, value $4,844,565.

    13F-HR 0001172661-25-002789 filed by Klingman & Associates, 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 54,000 shares
    Change vs previous 13F +1,172 shares

    0.3% of the 13F portfolio, value $4,889,145.

    13F-HR 0001172661-25-001721 filed by Klingman & Associates, 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 52,828 shares
    Change vs previous 13F -946 shares

    0.29% of the 13F portfolio, value $4,705,917.

    13F-HR 0001172661-25-000455 filed by Klingman & Associates, 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 53,774 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $5,238,644.

    13F-HR 0001172661-24-004449 filed by Klingman & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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