LNWWM
VER

Laird Norton Wetherby Wealth Management’s VEREIT, Inc. VER Stock Holding History

Laird Norton Wetherby 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
2020
Q4 		– Sell
-2,410
Closed -$78K – 929
2020
Q3 		$78K Sell
2,410
-300
-11% -$9.88K 0.01% 704
2020
Q2 		$87K Sell
2,710
-223
-8% -$6.21K 0.01% 702
2020
Q1 		$72K Sell
2,933
-1,673
-36% -$70.7K 0.01% 652
2019
Q4 		$213K Sell
4,606
-95
-2% -$4.55K 0.02% 649
2019
Q3 		$230K Buy
4,701
+78
+2% +$3.68K 0.02% 620
2019
Q2 		$208K Buy
4,623
+51
+1% +$2.21K 0.02% 637
2019
Q1 		$191K Buy
4,572
+323
+8% +$12.9K 0.02% 627
2018
Q4 		$152K Buy
4,249
+1,593
+60% +$59.1K 0.02% 600
2018
Q3 		$96K Buy
2,656
+54
+2% +$2.06K 0.01% 658
2018
Q2 		$97K Buy
2,602
+587
+29% +$20.6K 0.01% 632
2018
Q1 		$70K Buy
+2,015
New +$71.5K 0.01% 634

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
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
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