LBIM
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Land & Buildings Investment Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Land & Buildings Investment Management’s Portfolio EDV Stock Details EDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-36,200
Closed -$3.28M – 23
2023
Q1 		$3.28M Buy
36,200
+2,000
+6% +$178K 0.76% 22
2022
Q4 		$2.83M Hold
34,200
– – 0.61% 19
2022
Q3 		$2.96M Buy
+34,200
New +$3.33M 0.65% 19

Other funds holding EDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Land & Buildings Investment Management's EDV Position: Q2 2023 in Review

Land & Buildings Investment Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2023, closing a stake of 36,200 shares — an estimated $3.28M sold.

Land & Buildings Investment Management first reported a position in EDV in Q3 2022 and held it in 3 quarters. The position peaked at $3.28M in Q1 2023. 152 funds tracked by Wall St. Rank hold EDV as of Q2 2023.

  • Land & Buildings Investment Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2023 after selling out during the quarter.
  • Land & Buildings Investment Management sold 36,200 Vanguard World Funds Extended Duration ETF shares in Q2 2023, an estimated $3.28M.
  • Land & Buildings Investment Management first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2022 and held it in 3 quarters.
  • Land & Buildings Investment Management's Vanguard World Funds Extended Duration ETF position peaked at $3.28M in Q1 2023.
  • 152 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2023.

Based on Land & Buildings Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.