AWA
VRE

Arkadios Wealth Advisors’s Veris Residential VRE Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-1,262
Closed -$21K – 1752
2021
Q3 		$21K Buy
1,262
+194
+18% +$3.38K ﹤0.01% 1201
2021
Q2 		$18K Buy
+1,068
New +$17.9K ﹤0.01% 1342

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $526M AUM 70.67% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return

Arkadios Wealth Advisors's VRE Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Veris Residential (VRE) in Q4 2021, closing a stake of 1,262 shares — an estimated $21K sold.

Arkadios Wealth Advisors first reported a position in VRE in Q2 2021 and held it in 2 quarters. The position peaked at $21K in Q3 2021. 168 funds tracked by Wall St. Rank hold VRE as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Veris Residential position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,262 Veris Residential shares in Q4 2021, an estimated $21K.
  • Arkadios Wealth Advisors first reported a position in Veris Residential in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Veris Residential position peaked at $21K in Q3 2021.
  • 168 funds tracked by Wall St. Rank held Veris Residential as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.