JWA
VER

JFS Wealth Advisors’s VEREIT, Inc. VER Stock Holding History

JFS Wealth 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
Q1 		– Sell
-200
Closed -$8K – 647
2020
Q4 		$8K Hold
200
– – ﹤0.01% 438
2020
Q3 		$7K Hold
200
– – ﹤0.01% 424
2020
Q2 		$6K Hold
200
– – ﹤0.01% 426
2020
Q1 		$5K Buy
+200
New +$8.45K ﹤0.01% 397
2015
Q3 		– Sell
-40
Closed -$2K – 592
2015
Q2 		$2K Hold
40
– – ﹤0.01% 476
2015
Q1 		$2K Hold
40
– – ﹤0.01% 472
2014
Q4 		$2K Hold
40
– – ﹤0.01% 490
2014
Q3 		$2K Buy
+40
New +$2.57K ﹤0.01% 447

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