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Disclosery

MAI Capital Management: VNQ position timeline

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

MAI Capital Management held 471,382 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 471,382 shares
    Change vs previous 13F +204,709 shares

    0.17% of the 13F portfolio, value $45,455,464.

    13F-HR 0001172661-26-003680 filed by MAI 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 ended2026-03-31
    13F 266,673 shares
    Change vs previous 13F +4,763 shares

    0.13% of the 13F portfolio, value $23,653,897.

    13F-HR 0001040197-26-000002 filed by MAI 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 ended2025-12-31
    13F 261,910 shares
    Change vs previous 13F +17,678 shares

    0.13% of the 13F portfolio, value $23,176,410.

    13F-HR 0001040197-26-000001 filed by MAI 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 ended2025-09-30
    13F 244,232 shares
    Change vs previous 13F +60,066 shares

    0.14% of the 13F portfolio, value $22,327,723.

    13F-HR 0001040197-25-000006 filed by MAI 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 ended2025-06-30
    13F 184,166 shares
    Change vs previous 13F -1,017 shares

    0.11% of the 13F portfolio, value $16,401,851.

    13F-HR 0001040197-25-000005 filed by MAI 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 ended2025-03-31
    13F 185,183 shares
    Change vs previous 13F -3,122 shares

    0.13% of the 13F portfolio, value $16,766,447.

    13F-HR 0001040197-25-000002 filed by MAI 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 ended2024-12-31
    13F 188,305 shares
    Change vs previous 13F +85,332 shares

    0.12% of the 13F portfolio, value $16,774,247.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 102,973 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $10,031,639.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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