Vornado Rlty Tr (VNO) Hedge Fund Ownership (Q2 2026)

Vornado Rlty Tr (VNO)

425 + Investors. Track Smart Money conviction in VNO. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — VNO

Based on 432 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added VNO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

432 hedge funds hold VNO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q

+17 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 57% buying

237 buying179 selling

Last quarter: 237 funds bought or added vs 179 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~80 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 44 → 59 → 75 → 80. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 15% medium ■ 21% new

277 out of 432 hedge funds have held VNO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +55% but shares only +8% — price-driven

Value

+54%

+7%

Last quarter: the total dollar value of institutional holdings rose +55%, but actual share count only changed +8%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

61 → 44 → 59 → 75 → 80 new funds/Q

New funds entering each quarter: 44 → 59 → 75 → 80. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 68% veterans vs 21% newcomers

■ 68% veterans ■ 11% 1-2yr ■ 21% new

Entry-cohort mix of 442 holders: 301 (68%) are 2+ year veterans, 49 entered 1–2 years ago, and 92 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds

59 of 429 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in VNO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	425	402	5.72%
13F Shares	186M	180M	3.54%
Total Value	$6.89B	$4.58B	50.44%
New Positions	78	75	+3
Increased Positions	152	161	-9
Closed Positions	52	59	-7
Reduced Positions	125	104	+21
Total Calls	6	5	20.0%
Total Puts	7	6	16.67%
PUT/CALL Ratio	1.17	1.2	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

425

402

5.72%

13F Shares

186M

180M

3.54%

Total Value

$6.89B

$4.58B

50.44%

New Positions

Increased Positions

152

161

-9

Closed Positions

-7

Reduced Positions

125

104

+21

Total Calls

20.0%

Total Puts

16.67%

PUT/CALL Ratio

1.17

1.2

Neutral

Institutional Holders (2026 Q2)

425 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VNO. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 VNO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Kemnay Advisory Services Inc.	28.97%	5,834,481	$229.3M
2	Resolution Capital Ltd	6.79%	9,389,365	$369.0M
3	Lodge Hill Capital, LLC	3.14%	477,200	$18.8M
4	Marnell Management LLC	2.36%	156,292	$6.1M
5	Waterfall Asset Management, LLC	1.95%	81,000	$3.2M
6	Adelante Capital Management LLC	1.78%	687,780	$27.0M
7	Collar Capital Management, LLC	1.71%	73,630	$2.9M
8	Argosy-Lionbridge Management, LLC	1.56%	63,250	$2.5M
9	Private Management Group Inc	1.36%	1,309,579	$51.5M
10	Centersquare Investment Management LLC	0.98%	2,918,110	$114.7M
11	Prospect Financial Services LLC	0.92%	45,991	$1.8M
12	Vert Asset Management LLC	0.91%	84,506	$3.3M
13	First Pacific Advisors, LP	0.82%	1,683,761	$66.2M
14	Duff & Phelps Investment Management Co	0.69%	1,861,939	$73.2M
15	Cbre Investment Management Listed Real Assets LLC	0.68%	1,243,508	$48.9M
16	NAN FUNG TRINITY (HK) Ltd	0.56%	143,800	$5.7M
17	Pacific Heights Asset Management LLC	0.50%	400,000	$15.7M
18	Odyssean, LLC	0.50%	77,680	$3.1M
19	Earnest Partners LLC	0.35%	2,482,519	$97.6M
20	Yoffe Investment Management, LLC	0.24%	5,401	$212K
21	Park Capital Management, LLC / WI	0.24%	10,441	$410K
22	First National Bank Sioux Falls	0.22%	28,300	$803K
23	APG Asset Management US Inc.	0.18%	633,629	$25.4M
24	Gotham Asset Management, LLC	0.18%	1,929,294	$75.8M
25	Manske Wealth Management	0.17%	17,903	$704K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Vornado Rlty Tr (VNO)

What does the Smart Money Trend signal show for VNO?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added VNO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for VNO?

Slight buying edge — 57% buying: Last quarter: 237 funds bought or added vs 179 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for VNO holders?

Elite ownership — 62% AUM from top-100 funds: 59 of 429 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in VNO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held VNO?

64% of holders stayed for 2+ years: 277 out of 432 hedge funds have held VNO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Vornado Rlty Tr (VNO)

Smart Money Signals — VNO

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +4% more funds vs a year ago

Slight buying edge — 57% buying

Steady new buyers — ~80 new funds per quarter

64% of holders stayed for 2+ years

Value +55% but shares only +8% — price-driven

Acceleration phase — new buyers rushing in

Veteran-anchored — 68% veterans vs 21% newcomers

Elite ownership — 62% AUM from top-100 funds

Institutional Sentiment Summary — VNO

Hedge Fund Ownership: VNO

Market Analysis: VNO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: VNO

Hedge Fund Positioning: VNO

Statistics: VNO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Vornado Rlty Tr (VNO)

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