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Corient Private Wealth LP: VNQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Private Wealth LP on VNQ, newest first. How the timeline and the estimate are built.

Corient Private Wealth LP held 719,290 VNQ shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 719,290 shares
    Change vs previous 13F -289,275 shares

    0.1% of the 13F portfolio, value $69,361,203.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 1,008,565 shares
    Change vs previous 13F -104,835 shares

    0.13% of the 13F portfolio, value $88,766,051.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 1,113,400 shares
    Change vs previous 13F +98,211 shares

    0.14% of the 13F portfolio, value $100,418,197.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 1,015,189 shares
    Change vs previous 13F -95,125 shares

    0.15% of the 13F portfolio, value $92,808,603.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    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/A 1,110,314 shares
    Change vs previous 13F -15,450 shares

    0.13% of the 13F portfolio, value $98,884,321.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    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 1,125,764 shares
    Change vs previous 13F -13,895 shares

    0.17% of the 13F portfolio, value $101,926,888.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    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 1,139,659 shares
    Change vs previous 13F +152,565 shares

    0.17% of the 13F portfolio, value $101,037,597.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 987,094 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $43,691,219.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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