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Vanguard REIT ETF shares owned by Klingman & Associates

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates investment in Vanguard REIT ETF

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All positions including Vanguard REIT ETF held by Klingman & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard REIT ETF by Klingman & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.6M 53k 86.48
2023-12-31 $4.7M 54k 88.36
2023-09-30 $4.1M 55k 75.66
2023-06-30 $4.6M 55k 83.56
2023-03-31 $4.5M 55k 83.04
2022-12-31 $4.5M 55k 82.48
2022-09-30 $4.4M 55k 80.16
2022-06-30 $5.0M 55k 91.11
2022-03-31 $5.9M 55k 108.38
2021-12-31 $6.4M 55k 116.02
2021-09-30 $5.6M 55k 101.79
2021-06-30 $5.6M 55k 101.79
2021-03-31 $5.1M 55k 91.85
2020-12-31 $4.6M 55k 84.94
2020-09-30 $4.3M 55k 78.97
2020-06-30 $4.3M 55k 78.52
2020-03-31 $3.9M 56k 69.85
2019-12-31 $5.3M 57k 92.78
2019-09-30 $5.2M 56k 93.25
2019-06-30 $2.1M 24k 87.40
2019-03-31 $5.9M 68k 86.91
2018-12-31 $5.0M 67k 74.57
2018-09-30 $5.5M 68k 80.68
2018-06-30 $5.6M 69k 81.44
2018-03-31 $4.9M 66k 75.47
2017-12-31 $5.2M 63k 82.99
2017-09-30 $5.2M 63k 83.08
2017-06-30 $5.3M 64k 83.23
2017-03-31 $5.5M 67k 82.59
2016-12-31 $5.6M 67k 82.54
2016-09-30 $5.8M 67k 86.74
2016-06-30 $6.3M 71k 88.67
2016-03-31 $6.1M 73k 83.79
2015-12-31 $5.5M 70k 79.73
2015-09-30 $6.5M 86k 75.54
2015-06-30 $6.3M 85k 74.69
2015-03-31 $6.9M 82k 84.31
2014-12-31 $6.7M 83k 80.99