FGAM
VER

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

Financial Gravity 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
2021
Q3 		– Sell
-446
Closed -$20K – 1042
2021
Q2 		$20K Buy
+446
New +$20.2K 0.01% 813
2019
Q4 		– Sell
-521
Closed -$25K – 1833
2019
Q3 		$25K Buy
521
+71
+16% +$3.35K 0.02% 420
2019
Q2 		$20K Sell
450
-1
-0.2% -$43 0.02% 479
2019
Q1 		$19K Buy
+451
New +$18K 0.02% 454
2018
Q3 		$18K Sell
480
-2,448
-84% -$93.3K 0.02% 489
2018
Q2 		$111K Buy
2,928
+8
+0.3% +$281 0.1% 193
2018
Q1 		$100K Buy
+2,920
New +$104K 0.1% 187

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 $5.7T AUM 30.48% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.37B AUM 63.08% 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 $34.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SFM
Soros Fund Management New York $7.29B AUM 30.69% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return