IFG
VER

Independent Financial Group’s VEREIT, Inc. VER Stock Holding History

Independent Financial Group’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
Q1 		– Sell
-7,714
Closed -$292K – 685
2020
Q4 		$292K Buy
7,714
+1,735
+29% +$61.6K 0.04% 429
2020
Q3 		$194K Sell
5,979
-939
-14% -$30.9K 0.04% 459
2020
Q2 		$222K Buy
6,918
+942
+16% +$26.2K 0.05% 390
2020
Q1 		$146K Buy
+5,976
New +$252K 0.04% 357

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

Independent Financial Group's VER Position: Q1 2021 in Review

Independent Financial Group sold out of VEREIT, Inc. (VER) in Q1 2021, closing a stake of 7,714 shares — an estimated $292K sold.

Independent Financial Group first reported a position in VER in Q1 2020 and held it in 4 quarters. The position peaked at $292K in Q4 2020. 365 funds tracked by Wall St. Rank hold VER as of Q1 2021.

  • Independent Financial Group reported no remaining VEREIT, Inc. position as of Q1 2021 after selling out during the quarter.
  • Independent Financial Group sold 7,714 VEREIT, Inc. shares in Q1 2021, an estimated $292K.
  • Independent Financial Group first reported a position in VEREIT, Inc. in Q1 2020 and held it in 4 quarters.
  • Independent Financial Group's VEREIT, Inc. position peaked at $292K in Q4 2020.
  • 365 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q1 2021.

Based on Independent Financial Group's 13F filing for Q1 2021, filed 15 Jun 2026.