AWM
VRE

Abound Wealth Management’s Veris Residential VRE Stock Holding History

Abound Wealth Management’s Portfolio VRE Stock Details VRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-20
Closed -$305 – 1312
2024
Q1 		$305 Hold
20
– – ﹤0.01% 1126
2023
Q4 		$315 Hold
20
– – ﹤0.01% 1135
2023
Q3 		$330 Hold
20
– – ﹤0.01% 977
2023
Q2 		$321 Buy
+20
New +$323 ﹤0.01% 1016

Other funds holding VRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $526M AUM 70.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Abound Wealth Management's VRE Position: Q2 2024 in Review

Abound Wealth Management sold out of Veris Residential (VRE) in Q2 2024, closing a stake of 20 shares — an estimated $305 sold.

Abound Wealth Management first reported a position in VRE in Q2 2023 and held it in 4 quarters. The position peaked at $330 in Q3 2023. 182 funds tracked by Wall St. Rank hold VRE as of Q2 2024.

  • Abound Wealth Management reported no remaining Veris Residential position as of Q2 2024 after selling out during the quarter.
  • Abound Wealth Management sold 20 Veris Residential shares in Q2 2024, an estimated $305.
  • Abound Wealth Management first reported a position in Veris Residential in Q2 2023 and held it in 4 quarters.
  • Abound Wealth Management's Veris Residential position peaked at $330 in Q3 2023.
  • 182 funds tracked by Wall St. Rank held Veris Residential as of Q2 2024.

Based on Abound Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.