Alpine Woods Capital Investors, LLC Vanguard Global Ex U.S. Real Transaction History

Alpine Woods Capital Investors, LLC

$626 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 01, 2021	SELL	$46.58 - $54.89 $465,800 - $548,900	-10,000 Closed	0 $0
Q1 2020 May 04, 2020	BUY	$36.77 - $59.64 $367,700 - $596,400	10,000 New	10,000 $429,000

Others Institutions Holding VNQI

# of Institutions

383

Shares Held

57M

Call Options Held

15.8K

Put Options Held

18.4K

Empower Advisory Group, LLC Greenwood Village, CO

15.4M
Shares

$653 Million
2.45% of portfolio
Personal Capital Advisors Corp

11.9M
Shares

$507 Million
2.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.07M
Shares

$258 Million
0.06% of portfolio
Envestnet Asset Management Inc

1.41M
Shares

$60 Million
0.02% of portfolio
United Capital Financial Advisers, LLC Newport Beach, CA

1.38M
Shares

$58.8 Million
0.33% of portfolio

About VANGUARD GLOBAL EX- U.S. REAL

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