WRF
HOUS

Waddell & Reed Financial’s Anywhere Real Estate HOUS Stock Holding History

Waddell & Reed Financial’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
2017
Q4 		– Sell
-355,500
Closed -$11.7M – 540
2017
Q3 		$11.7M Buy
355,500
+18,800
+6% +$635K 0.03% 393
2017
Q2 		$10.9M Buy
336,700
+195,500
+138% +$5.92M 0.02% 406
2017
Q1 		$4.21M Buy
+141,200
New +$3.84M 0.01% 485
2014
Q1 		– Sell
-115,000
Closed -$5.69M – 556
2013
Q4 		$5.69M Sell
115,000
-135,000
-54% -$6.1M 0.01% 495
2013
Q3 		$10.8M Hold
250,000
– – 0.02% 402
2013
Q2 		$12M Buy
+250,000
New +$12.3M 0.03% 356

Other funds holding HOUS

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
OFM
Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.56B AUM 0.92% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return