Belpointe Asset Management’s VEREIT, Inc. VER Stock Holding History

Belpointe Asset 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
2020 Q1	–	Sell	-3,035	Closed	-$140K	–	831
2019 Q4	$140K	Buy	3,035 +720	+31%	+$34.5K	0.02%	659
2019 Q3	$114K	Buy	+2,315	New	+$109K	0.02%	630
2018 Q1	–	Sell	-2,342	Closed	-$91K	–	505
2017 Q4	$91K	Buy	+2,342	New	+$93.9K	0.02%	445

Other funds holding VER

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Belpointe Asset Management's VER Position: Q1 2020 in Review

Belpointe Asset Management sold out of VEREIT, Inc. (VER) in Q1 2020, closing a stake of 3,035 shares — an estimated $140K sold.

Belpointe Asset Management first reported a position in VER in Q4 2017 and held it in 3 quarters. The position peaked at $140K in Q4 2019. 428 funds tracked by Wall St. Rank hold VER as of Q1 2020.

Belpointe Asset Management reported no remaining VEREIT, Inc. position as of Q1 2020 after selling out during the quarter.
Belpointe Asset Management sold 3,035 VEREIT, Inc. shares in Q1 2020, an estimated $140K.
Belpointe Asset Management first reported a position in VEREIT, Inc. in Q4 2017 and held it in 3 quarters.
Belpointe Asset Management's VEREIT, Inc. position peaked at $140K in Q4 2019.
428 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q1 2020.

Based on Belpointe Asset Management's 13F filing for Q1 2020, filed 20 Jul 2020.