Berman Capital Advisors’s VEREIT, Inc. VER Stock Holding History

Berman Capital 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
2021 Q3	$8K	Sell	186 -1	-0.5%	-$49	﹤0.01%	1294
2021 Q2	$8K	Buy	187 +2	+1%	+$91	﹤0.01%	1225
2021 Q1	$7K	Hold	185	–	–	﹤0.01%	1189
2020 Q4	$6K	Buy	185 +31	+20%	+$1.1K	﹤0.01%	1116
2020 Q3	$4K	Sell	154 -21	-12%	-$692	﹤0.01%	1159
2020 Q2	$5K	Sell	175 -73	-29%	-$2.03K	﹤0.01%	1018
2020 Q1	$5K	Sell	248 -349	-58%	-$14.7K	﹤0.01%	916
2019 Q4	$27K	Buy	597 +47	+9%	+$2.25K	0.01%	458
2019 Q3	$26K	Buy	550 +2	+0.4%	+$94	0.01%	446
2019 Q2	$24K	Buy	548 +1	+0.2%	+$43	0.01%	469
2019 Q1	$22K	Buy	547 +41	+8%	+$1.64K	0.01%	439
2018 Q4	$17K	Buy	+506	New	+$18.8K	0.01%	417

Other funds holding VER

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

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

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

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's VER Position: Q3 2021 in Review

Berman Capital Advisors reduced its VEREIT, Inc. (VER) stake by 0.53% in Q3 2021, selling an estimated $49 and leaving 186 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Berman Capital Advisors first reported a position in VER in Q4 2018 and has held it in 12 quarters since. The position peaked at $27K in Q4 2019. 353 funds tracked by Wall St. Rank hold VER as of Q3 2021.

Berman Capital Advisors held 186 shares of VEREIT, Inc. worth $8K as of Q3 2021.
Berman Capital Advisors sold 1 VEREIT, Inc. share in Q3 2021, an estimated $49.
VEREIT, Inc. made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1294 holding.
Berman Capital Advisors first reported a position in VEREIT, Inc. in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's VEREIT, Inc. position peaked at $27K in Q4 2019.
353 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.