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LAKE STREET ADVISORS GROUP, LLC: VNQ position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 160,015 VNQ shares at 2024-12-31 per its 13F-HR filed 2025-02-04.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 160,015 shares
    Change vs previous 13F -43,883 shares

    0.66% of the 13F portfolio, value $14,254,129.

    13F-HR 0002043585-25-000001 filed by LAKE STREET ADVISORS GROUP, LLC
    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 203,898 shares
    Change vs previous 13F -129,052 shares

    0.92% of the 13F portfolio, value $20,028,665.

    13F-HR 0001308527-24-000008 filed by LAKE STREET ADVISORS GROUP, LLC
    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 332,950 shares
    Change vs previous 13F -241,384 shares

    1.36% of the 13F portfolio, value $28,242,515.

    13F-HR 0001724269-24-000005 filed by LAKE STREET ADVISORS GROUP, LLC
    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 574,334 shares
    Change vs previous 13F -16,735 shares

    2.32% of the 13F portfolio, value $49,668,372.

    13F-HR 0001724269-24-000002 filed by LAKE STREET ADVISORS GROUP, LLC
    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/A 591,069 shares
    Change vs previous 13F +43,582 shares

    2.62% of the 13F portfolio, value $52,226,868.

    13F-HR/A 0001724269-24-000003 filed by LAKE STREET ADVISORS GROUP, LLC
    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 547,487 shares
    Change vs previous 13F -44,105 shares

    2.46% of the 13F portfolio, value $41,423,000.

    13F-HR 0001724269-23-000004 filed by LAKE STREET ADVISORS GROUP, LLC
    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 591,592 shares
    Change vs previous 13F -72,911 shares

    2.73% of the 13F portfolio, value $49,433,000.

    13F-HR 0001724269-23-000003 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 664,503 shares
    Change vs previous 13F not available

    3.41% of the 13F portfolio, value $55,180,000.

    13F-HR 0001724269-23-000002 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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