CWM
HOUS

Calamos Wealth Management’s Anywhere Real Estate HOUS Stock Holding History

Calamos Wealth Management’s Portfolio HOUS Stock Details HOUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-11,991
Closed -$433K – 250
2016
Q1 		$433K Sell
11,991
-17,530
-59% -$574K 0.08% 193
2015
Q4 		$1.08M Sell
29,521
-9,935
-25% -$392K 0.22% 138
2015
Q3 		$1.49M Buy
39,456
+10,550
+36% +$460K 0.36% 100
2015
Q2 		$1.35M Buy
28,906
+1,560
+6% +$72.5K 0.32% 113
2015
Q1 		$1.24M Buy
27,346
+6,666
+32% +$307K 0.31% 116
2014
Q4 		$920K Buy
20,680
+1,400
+7% +$58.2K 0.26% 132
2014
Q3 		$717K Buy
+19,280
New +$755K 0.21% 156

Other funds holding HOUS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
SIG
Senator Investment Group New York $1.95B AUM 58.56% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.69B AUM 20.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
MRCP
Manor Road Capital Partners New York $63.8M AUM 19.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return