Whalerock Point Partners, LLC Vanguard Specialized Funds Van Transaction History

Whalerock Point Partners, LLC

$414 Million
Q4 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

1,896

Shares Held

224M

Call Options Held

1.8M

Put Options Held

1.58M

Creative Planning Overland Park, KS

14.9M
Shares

$1.36 Billion
1.29% of portfolio
Morgan Stanley New York, NY

12.4M
Shares

$1.13 Billion
0.08% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.8M
Shares

$1.08 Billion
3.55% of portfolio
Bank Of America Corp Charlotte, NC

10.3M
Shares

$943 Million
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

9.6M
Shares

$879 Million
0.07% of portfolio

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