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Realta Investment Advisors: VNQ position timeline

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

Realta Investment Advisors held 837 VNQ shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 837 shares
    Change vs previous 13F +5 shares

    0.02% of the 13F portfolio, value $75,040.

    13F-HR 0001398344-26-018178 filed by Realta Investment Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 832 shares
    Change vs previous 13F -86 shares

    0.02% of the 13F portfolio, value $80,198.

    13F-HR 0001398344-26-012286 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 918 shares
    Change vs previous 13F -20 shares

    0.03% of the 13F portfolio, value $81,451.

    13F-HR 0001398344-26-006814 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 938 shares
    Change vs previous 13F +93 shares

    0.03% of the 13F portfolio, value $82,970.

    13F-HR 0001398344-26-000878 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 845 shares
    Change vs previous 13F +50 shares

    0.03% of the 13F portfolio, value $77,255.

    13F-HR 0001398344-25-019615 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 795 shares
    Change vs previous 13F -60 shares

    0.03% of the 13F portfolio, value $70,773.

    13F-HR 0001398344-25-013484 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 855 shares
    Change vs previous 13F -529 shares

    0.04% of the 13F portfolio, value $77,446.

    13F-HR 0001398344-25-008338 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,384 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $123,777.

    13F-HR 0001398344-25-001199 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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