VNO as of Oct 30 · 23:23 ET

VNONYSEReal Estate Investment Trusts

Vornado Realty Trust · Brief

Next report

2 days

Nov 2 · after closeest.Q3 FY26

Earnings

Expected move

Inputs

±4.0%implied · report alone

33.1535.95

straddle ±6.3%

spot 34.55exp Nov 20ATM strike 35ATM straddle 2.55IV 38%

Oct 30 closereport share · term structure

Expected move

Inputs

Implied vs realized

8 reportsHistory

—≥ implied

Nov 4 '24—▲+1.98%—

Feb 10 '25—▲+0.76%—

May 5 '25—▲+3.68%—

Aug 4 '25—▼−4.06%—

Nov 3 '25—▼−4.93%—

Feb 9 '26—▲+2.74%—

Q1 FY26—▲+1.99%—

Q2 FY26—▲+2.45%—

quarterimplied−5%0+5%realized×

Q2 FY26—▲+2.45%—

Q1 FY26—▲+1.99%—

Feb '26—▲+2.74%—

Nov '25—▼−4.93%—

Aug '25—▼−4.06%—

May '25—▲+3.68%—

2 older reports

Feb '25—▲+0.76%—

Nov '24—▲+1.98%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Bull & bear

Nov 2 report · est.

Bull2 of 3

6disclosed supplier and customer ties in SEC filingsSEC filings

4tracked funds holding VNON-PORT · Jul 31 '26

Bear2 of 3

0.33%of VANGUARD REAL ESTATE INDEX FUND's assets, the largest tracked-fund weightN-PORT · Jul 31 '26

9 of 23of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

AI captions · Sep 16 '26once per report · top 2 per case

Linked exposure

VNO report session

Customers 1

ALXAlexander's, Inc. ("Alexander's")×0.31

× = co-movement · max 500dSource: SEC filings · market data

Latest changes

30 daysAll changes

Oct 19impliedImplied move: ±7.3% into Nov 2 earnings (Oct 19 close).Source

Your note

privateThesis 0 · Decisions 0 · Observations 0

No thesis.