Whalerock Point Partners, LLC Vanguard Specialized Funds Van Transaction History

Whalerock Point Partners, LLC

$404 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 05, 2018	SELL	N/A	-2,950 Closed	0 $0
Q4 2017 Jan 16, 2018	SELL	N/A	-350 Reduced 10.61%	2,950 $245,000
Q3 2017 Oct 31, 2017	BUY	N/A	3,300	3,300 $274,000

Others Institutions Holding VNQ

# of Institutions

1,866

Shares Held

229M

Call Options Held

1.5M

Put Options Held

1.47M

Creative Planning Overland Park, KS

16.2M
Shares

$1.46 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.11 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.8M
Shares

$1.07 Billion
3.55% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.03 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.6M
Shares

$869 Million
0.07% of portfolio

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