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Stock impact report

Baron Real Estate Fund Q4 2025 Portfolio Activity [Seeking Alpha]

Vornado Realty Trust (VNO) 
Last vornado realty trust earnings: 2/18 04:38 pm Check Earnings Report
US:NYSE Investor Relations: vno.com/investor-relations/overview
Company Research Source: Seeking Alpha
We began acquiring shares of Champion Homes, Inc. during the quarter. During the quarter, we exited the Fund's position in Vornado Realty Trust, an owner and developer of premier office and street retail properties concentrated in New York City and reallocated the capital to real estate companies that we believe have superior near-term growth. We trimmed the Fund's positions in American Tower Corporation and Taylor Morrison Home Corporation but maintain ownership positions in both companies. Kathrin Ziegler/DigitalVision via Getty Images The following segment was excerpted from the Baron Real Estate Fund Q4 2025 Shareholder Letter. Recent Activity Top net purchases for the quarter Quarter End Market Cap($B) Net Amount Purchased($M) Ventas, Inc. ( This article was written by Quick Insights SKY benefits from affordability trends, policy initiatives boosting demand, strong market share, and significant unused production capacity, positioning it to capitalize on a Show less Read more
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