Vornado Realty Trust (VNO) 13F Positioning & Ownership Changes (Q2 2026)

VNO ranks #1387 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

VNO is a top-conviction position for Kemnay Advisory Services Inc. — at 29.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in VNO belongs to BlackRock, Inc., but the position matters far more to Kemnay Advisory Services Inc., who has 29.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Resolution Capital Ltd has added to its VNO position for two straight quarters, increasing it by $183.8M to reach $369.0M today.

Ken Griffin has trimmed its VNO position for two straight quarters, cutting it by $41.7M while still holding $8.8M.

VNO is down 2% today, but institutions show net buying of $1.4B this quarter — a divergence between today's price move and the underlying institutional flow.

VNO posted net income of $67.9M over the trailing twelve months, and currently trades at a P/E of 108.5.

• Profitable — net income of $67.9M over the trailing twelve months
• Revenue grew 1.4% year over year
• Net income declined year over year, from $874.8M to $67.9M
• Generated $1.3B in positive operating cash flow
• Liabilities run 1.46x equity — within a conventional range