LPL Financial
VRE

LPL Financial’s Veris Residential VRE Stock Holding History

LPL Financial’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
2024
Q3 		– Sell
-11,639
Closed -$175K – 5291
2024
Q2 		$175K Buy
+11,639
New +$174K ﹤0.01% 4609
2017
Q2 		– Sell
-10,208
Closed -$275K – 2974
2017
Q1 		$275K Sell
10,208
-607
-6% -$17K ﹤0.01% 2267
2016
Q4 		$312K Sell
10,815
-762
-7% -$20.4K ﹤0.01% 2142
2016
Q3 		$299K Sell
11,577
-383
-3% -$10.6K ﹤0.01% 2121
2016
Q2 		$332K Buy
+11,960
New +$306K ﹤0.01% 1996

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
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $526M AUM 70.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LPL Financial's VRE Position: Q3 2024 in Review

LPL Financial sold out of Veris Residential (VRE) in Q3 2024, closing a stake of 11,639 shares — an estimated $175K sold.

LPL Financial first reported a position in VRE in Q2 2016 and held it in 5 quarters. The position peaked at $332K in Q2 2016. 186 funds tracked by Wall St. Rank hold VRE as of Q3 2024.

  • LPL Financial reported no remaining Veris Residential position as of Q3 2024 after selling out during the quarter.
  • LPL Financial sold 11,639 Veris Residential shares in Q3 2024, an estimated $175K.
  • LPL Financial first reported a position in Veris Residential in Q2 2016 and held it in 5 quarters.
  • LPL Financial's Veris Residential position peaked at $332K in Q2 2016.
  • 186 funds tracked by Wall St. Rank held Veris Residential as of Q3 2024.

Based on LPL Financial's 13F filing for Q3 2024, filed 8 Nov 2024.