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Rodgers & Associates, LTD: VNQ position timeline

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

Rodgers & Associates, LTD held 244,354 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 244,354 shares
    Change vs previous 13F +3,831 shares

    2.14% of the 13F portfolio, value $23,563,062.

    13F-HR 0001172661-26-002709 filed by Rodgers & Associates, LTD
    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 240,523 shares
    Change vs previous 13F +7,304 shares

    2.17% of the 13F portfolio, value $21,334,408.

    13F-HR 0001172661-26-001592 filed by Rodgers & Associates, LTD
    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 233,219 shares
    Change vs previous 13F +9,833 shares

    2.09% of the 13F portfolio, value $20,637,589.

    13F-HR 0001172661-26-000265 filed by Rodgers & Associates, LTD
    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 223,386 shares
    Change vs previous 13F +7,824 shares

    2.11% of the 13F portfolio, value $20,421,961.

    13F-HR 0001172661-25-004586 filed by Rodgers & Associates, LTD
    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 215,562 shares
    Change vs previous 13F +4,533 shares

    2.11% of the 13F portfolio, value $19,197,948.

    13F-HR 0001172661-25-002755 filed by Rodgers & Associates, LTD
    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 211,029 shares
    Change vs previous 13F +12,195 shares

    2.33% of the 13F portfolio, value $19,106,574.

    13F-HR 0001172661-25-001534 filed by Rodgers & Associates, LTD
    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 198,834 shares
    Change vs previous 13F +17,119 shares

    2.11% of the 13F portfolio, value $17,712,174.

    13F-HR 0001172661-25-000271 filed by Rodgers & Associates, LTD
    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 181,715 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $17,702,655.

    13F-HR 0001172661-24-004313 filed by Rodgers & Associates, LTD
    Filed (acceptance time not in the bulk data set), ingested

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