AE Wealth Management’s Veris Residential VRE Stock Holding History

AE 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
2025 Q1	–	Sell	-10,410	Closed	-$173K	–	2283
2024 Q4	$173K	Buy	+10,410	New	+$182K	﹤0.01%	1304

Other funds holding VRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MIRH

Madison International Realty Holdings New York $54.9M AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

H2CM

H/2 Credit Manager Stamford, Connecticut $526M AUM 70.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AE Wealth Management's VRE Position: Q1 2025 in Review

AE Wealth Management sold out of Veris Residential (VRE) in Q1 2025, closing a stake of 10,410 shares — an estimated $173K sold.

AE Wealth Management first reported a position in VRE in Q4 2024 and held it in 1 quarter. The position peaked at $173K in Q4 2024. 211 funds tracked by Wall St. Rank hold VRE as of Q1 2025.

AE Wealth Management reported no remaining Veris Residential position as of Q1 2025 after selling out during the quarter.
AE Wealth Management sold 10,410 Veris Residential shares in Q1 2025, an estimated $173K.
AE Wealth Management first reported a position in Veris Residential in Q4 2024 and held it in 1 quarter.
AE Wealth Management's Veris Residential position peaked at $173K in Q4 2024.
211 funds tracked by Wall St. Rank held Veris Residential as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.