Resolution Capital Bets on Vornado Realty Trust's Urban Portfolio With $168 Million Buy

1 week ago 7

Jake Lerch, The Motley Fool

Wed, December 10, 2025 astatine 10:16 AM CST 6 min read

Increased Vornado Realty Trust involvement by 4,084,815 shares, up $168.53 cardinal quarter-over-quarter
Post-trade holding: 5,380,978 shares valued astatine $218.09 million
Position present accounts for 4.24% of money AUM, which places it extracurricular the fund's apical 5 holdings
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Resolution Capital Ltd added 4,084,815 shares of Vornado Realty Trust (NYSE:VNO) successful the 3rd quarter, expanding its presumption by an estimated $168.53 million, according to a November 14, 2025, SEC filing.

According to a filing with the Securities and Exchange Commission dated November 14, 2025, Resolution Capital Ltd accrued its presumption successful Vornado Realty Trust by 4,084,815 shares successful the 3rd quarter. The post-trade presumption stands astatine 5,380,978 shares, valued astatine $218.09 cardinal arsenic of September 30, 2025. The determination represents 4.24% of the fund’s $5.14 cardinal successful reportable U.S. equity assets.

Buy enactment brings Vornado Realty Trust to 4.24% of Resolution Capital Ltd’s 13F reportable AUM.

Top holdings aft the filing:

NYSE:WELL: $748,737,384 (14.6% of AUM)
NYSE:DLR: $508,115,238 (9.9% of AUM)
NASDAQ:EQIX: $470,611,320 (9.2% of AUM)
NYSE:VTR: $460,085,634 (9.0% of AUM)
NYSE:EXR: $397,939,721 (7.7% of AUM)

As of December 05, 2025, shares of Vornado Realty Trust were priced astatine $34.82, down 22.75% implicit 1 year, underperforming the S&P 500 by 37.22 percent points.

Vornado Realty Trust shares are 23.24% beneath their 52-week high.

Metric

Value

Revenue (TTM)	$1.82 billion
Net Income (TTM)	$938.05 million
Dividend Yield	2.12%
Price (as of marketplace adjacent 2025-12-05)	$34.82

Owns and manages a portfolio of implicit 23 cardinal quadrate feet of LEED-certified bureau buildings, chiefly successful New York City, with further assets successful Chicago and San Francisco.
Operates arsenic a existent property concern spot (REIT) focused connected bureau properties.
Leases abstraction to a divers premix of corporate, financial, and nonrecreational services tenants successful large municipality markets.

Vornado Realty Trust is simply a starring office-focused REIT with a important beingness successful New York City and prime assets successful different large U.S. cities. The institution emphasizes sustainability, managing 1 of the largest portfolios of energy-efficient bureau properties successful the industry. Vornado's standard and absorption connected premier municipality locations supply a competitory vantage successful attracting high-quality tenants and maintaining unchangeable currency flows.

Resolution Capital, an Australian concern manager, precocious disclosed the acquisition of much than $168 cardinal worthy of Vornado Realty Trust stock. Here's what investors request to cognize astir this transaction.