LFA
VRE

Legacy Financial Advisors’s Veris Residential VRE Stock Holding History

Legacy Financial Advisors’s Portfolio VRE Stock Details VRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-88
Closed -$2K – 884
2019
Q1 		$2K Buy
88
+63
+252% +$1.32K ﹤0.01% 920
2018
Q4 		$0 Sell
25
-48
-66% -$982 ﹤0.01% 1052
2018
Q3 		$1K Buy
+73
New +$1.49K ﹤0.01% 863

Other funds holding VRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Legacy Financial Advisors's VRE Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Veris Residential (VRE) in Q2 2019, closing a stake of 88 shares — an estimated $2K sold.

Legacy Financial Advisors first reported a position in VRE in Q3 2018 and held it in 3 quarters. The position peaked at $2K in Q1 2019. 188 funds tracked by Wall St. Rank hold VRE as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Veris Residential position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 88 Veris Residential shares in Q2 2019, an estimated $2K.
  • Legacy Financial Advisors first reported a position in Veris Residential in Q3 2018 and held it in 3 quarters.
  • Legacy Financial Advisors's Veris Residential position peaked at $2K in Q1 2019.
  • 188 funds tracked by Wall St. Rank held Veris Residential as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.