Long Pond Capital’s Vornado Realty Trust VNO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-178,753	Closed	-$6.61M	–	41
2025 Q1	$6.61M	Buy	+178,753	New	+$7.19M	0.44%	34
2020 Q2	–	Sell	-2,771,750	Closed	-$100M	–	51
2020 Q1	$100M	Sell	2,771,750 -1,315,592	-32%	-$74.9M	5.14%	8
2019 Q4	$272M	Sell	4,087,342 -1,174,496	-22%	-$76M	7.41%	2
2019 Q3	$335M	Buy	5,261,838 +587,502	+13%	+$36.9M	9.32%	2
2019 Q2	$300M	Buy	4,674,336 +1,910,770	+69%	+$128M	9.77%	2
2019 Q1	$186M	Buy	2,763,566 +374,700	+16%	+$25.1M	6.5%	4
2018 Q4	$148M	Sell	2,388,866 -509,326	-18%	-$34.9M	5.88%	5
2018 Q3	$212M	Sell	2,898,192 -665,564	-19%	-$49.3M	6.05%	5
2018 Q2	$263M	Sell	3,563,756 -1,093,518	-23%	-$75.6M	6.83%	4
2018 Q1	$313M	Buy	4,657,274 +3,337,934	+253%	+$231M	8.96%	2
2017 Q4	$103M	Buy	1,319,340 +482,190	+58%	+$36.9M	3.22%	15
2017 Q3	$64.4M	Buy	+837,150	New	+$63.9M	2.55%	15
2015 Q4	–	Sell	-743,858	Closed	-$54.4M	–	41
2015 Q3	$54.4M	Buy	+743,858	New	+$56.1M	2.52%	17