BRWA
VER

B. Riley Wealth Advisors’s VEREIT, Inc. VER Stock Holding History

B. Riley Wealth Advisors’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
2020
Q4 		– Sell
-2,912
Closed -$96K – 1114
2020
Q3 		$96K Sell
2,912
-3,080
-51% -$101K 0.01% 898
2020
Q2 		$193K Buy
5,992
+412
+7% +$11.5K 0.01% 777
2020
Q1 		$138K Buy
5,580
+504
+10% +$21.3K 0.01% 709
2019
Q4 		$236K Buy
5,076
+71
+1% +$3.4K 0.02% 703
2019
Q3 		$246K Buy
5,005
+31
+0.6% +$1.46K 0.02% 666
2019
Q2 		$225K Buy
4,974
+582
+13% +$25.2K 0.02% 675
2019
Q1 		$185K Sell
4,392
-2,653
-38% -$106K 0.02% 668
2018
Q4 		$253K Buy
7,045
+84
+1% +$3.12K 0.04% 498
2018
Q3 		$253K Sell
6,961
-420
-6% -$16K 0.03% 557
2018
Q2 		$276K Buy
+7,381
New +$259K 0.04% 501
2017
Q4 		– Sell
-2,790
Closed -$114K – 674
2017
Q3 		$114K Hold
2,790
– – 0.02% 519
2017
Q2 		$114K Sell
2,790
-798
-22% -$33K 0.02% 498
2017
Q1 		$153K Sell
3,588
-4,483
-56% -$193K 0.03% 472
2016
Q4 		$342K Sell
8,071
-1,166
-13% -$51.6K 0.07% 317
2016
Q3 		$479K Sell
9,237
-3,542
-28% -$184K 0.09% 274
2016
Q2 		$503K Sell
12,779
-15,899
-55% -$749K 0.1% 248
2016
Q1 		$1.13M Sell
28,678
-2,697
-9% -$107K 0.26% 90
2015
Q4 		$1.24M Sell
31,375
-53
-0.2% -$2.17K 0.25% 105
2015
Q3 		$1.21M Buy
+31,428
New +$1.31M 0.29% 91
2015
Q2 		– Sell
-34,683
Closed -$1.71M – 599
2015
Q1 		$1.71M Sell
34,683
-2,715
-7% -$130K 0.42% 53
2014
Q4 		$12.9K Buy
37,398
+27,660
+284% +$1.36M 0.28% 67
2014
Q3 		$587K Sell
9,738
-69,352
-88% -$4.46M 0.15% 176
2014
Q2 		$2.48M Buy
79,090
+40,081
+103% +$2.58M 0.58% 22
2014
Q1 		$2.73M Buy
39,009
+1,750
+5% +$122K 0.83% 18
2013
Q4 		$2.39M Sell
37,259
-427
-1% -$27.6K 0.76% 20
2013
Q3 		$2.3M Sell
37,686
-197
-0.5% -$13.4K 0.79% 18
2013
Q2 		$2.89M Buy
+37,883
New +$3.02M 0.98% 12

Other funds holding VER

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return

B. Riley Wealth Advisors's VER Position: Q4 2020 in Review

B. Riley Wealth Advisors sold out of VEREIT, Inc. (VER) in Q4 2020, closing a stake of 2,912 shares — an estimated $96K sold.

B. Riley Wealth Advisors first reported a position in VER in Q2 2013 and held it in 27 quarters. The position peaked at $2.89M in Q2 2013. 351 funds tracked by Wall St. Rank hold VER as of Q4 2020.

  • B. Riley Wealth Advisors reported no remaining VEREIT, Inc. position as of Q4 2020 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,912 VEREIT, Inc. shares in Q4 2020, an estimated $96K.
  • B. Riley Wealth Advisors first reported a position in VEREIT, Inc. in Q2 2013 and held it in 27 quarters.
  • B. Riley Wealth Advisors's VEREIT, Inc. position peaked at $2.89M in Q2 2013.
  • 351 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2020.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.