Jeppson Wealth Management’s VEREIT, Inc. VER Stock Holding History

Jeppson Wealth 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 Q4	–	Sell	-15,713	Closed	-$710K	–	166
2021 Q3	$710K	Sell	15,713 -69	-0.4%	-$3.35K	0.37%	66
2021 Q2	$724K	Sell	15,782 -215	-1%	-$9.73K	0.39%	65
2021 Q1	$617K	Sell	15,997 -30	-0.2%	-$1.12K	0.37%	63
2020 Q4	$606K	Buy	16,027 +235	+1%	+$8.35K	0.4%	61
2020 Q3	$513K	Buy	+15,792	New	+$520K	0.4%	60

Other funds holding VER

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return

Jeppson Wealth Management's VER Position: Q4 2021 in Review

Jeppson Wealth Management sold out of VEREIT, Inc. (VER) in Q4 2021, closing a stake of 15,713 shares — an estimated $710K sold.

Jeppson Wealth Management first reported a position in VER in Q3 2020 and held it in 5 quarters. The position peaked at $724K in Q2 2021. 3 funds tracked by Wall St. Rank hold VER as of Q4 2021.

Jeppson Wealth Management reported no remaining VEREIT, Inc. position as of Q4 2021 after selling out during the quarter.
Jeppson Wealth Management sold 15,713 VEREIT, Inc. shares in Q4 2021, an estimated $710K.
Jeppson Wealth Management first reported a position in VEREIT, Inc. in Q3 2020 and held it in 5 quarters.
Jeppson Wealth Management's VEREIT, Inc. position peaked at $724K in Q2 2021.
3 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2021.

Based on Jeppson Wealth Management's 13F filing for Q4 2021, filed 19 Jan 2022.