AWM
VER

AE Wealth Management’s VEREIT, Inc. VER Stock Holding History

AE Wealth Management’s Portfolio VER Stock Details VER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-18,131
Closed -$820K – 1826
2021
Q3 		$820K Sell
18,131
-276
-1% -$13.4K 0.01% 937
2021
Q2 		$845K Sell
18,407
-3,464
-16% -$157K 0.01% 897
2021
Q1 		$845K Sell
21,871
-466
-2% -$17.4K 0.01% 829
2020
Q4 		$844K Buy
22,337
+662
+3% +$23.5K 0.01% 768
2020
Q3 		$704K Sell
21,675
-7,790
-26% -$257K 0.01% 739
2020
Q2 		$947K Buy
29,465
+9,833
+50% +$274K 0.01% 646
2020
Q1 		$480K Buy
19,632
+8,444
+75% +$357K 0.01% 699
2019
Q4 		$517K Sell
11,188
-2,644
-19% -$127K 0.01% 726
2019
Q3 		$676K Buy
13,832
+1,782
+15% +$84.1K 0.02% 541
2019
Q2 		$543K Buy
12,050
+7,271
+152% +$314K 0.02% 561
2019
Q1 		$200K Buy
4,779
+1,029
+27% +$41.1K 0.01% 599
2018
Q4 		$134K Sell
3,750
-1,144
-23% -$42.5K 0.02% 453
2018
Q3 		$178K Sell
4,894
-279
-5% -$10.6K 0.01% 567
2018
Q2 		$192K Buy
5,173
+300
+6% +$10.5K 0.01% 425
2018
Q1 		$170K Sell
4,873
-800
-14% -$28.4K 0.01% 418
2017
Q4 		$221K Sell
5,673
-1,958
-26% -$78.5K 0.02% 379
2017
Q3 		$316K Buy
7,631
+1,044
+16% +$44K 0.03% 298
2017
Q2 		$268K Buy
6,587
+915
+16% +$37.8K 0.03% 313
2017
Q1 		$241K Buy
5,672
+2,265
+66% +$97.6K 0.04% 236
2016
Q4 		$144K Buy
+3,407
New +$151K 0.06% 188

Other funds holding VER

IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
KM
Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return

AE Wealth Management's VER Position: Q4 2021 in Review

AE Wealth Management sold out of VEREIT, Inc. (VER) in Q4 2021, closing a stake of 18,131 shares — an estimated $820K sold.

AE Wealth Management first reported a position in VER in Q4 2016 and held it in 20 quarters. The position peaked at $947K in Q2 2020. 3 funds tracked by Wall St. Rank hold VER as of Q4 2021.

  • AE Wealth Management reported no remaining VEREIT, Inc. position as of Q4 2021 after selling out during the quarter.
  • AE Wealth Management sold 18,131 VEREIT, Inc. shares in Q4 2021, an estimated $820K.
  • AE Wealth Management first reported a position in VEREIT, Inc. in Q4 2016 and held it in 20 quarters.
  • AE Wealth Management's VEREIT, Inc. position peaked at $947K in Q2 2020.
  • 3 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2021.

Based on AE Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.