PWPS
VRE

Pinnacle Wealth Planning Services’s Veris Residential VRE Stock Holding History

Pinnacle Wealth Planning Services’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
2026
Q2 		– Sell
-1,767
Closed -$33.3K – 2831
2026
Q1 		$33.3K Buy
1,767
+81
+5% +$1.37K ﹤0.01% 1428
2025
Q4 		$25.1K Buy
+1,686
New +$24.9K ﹤0.01% 1613
2021
Q1 		– Sell
-185
Closed -$2K – 1902
2020
Q4 		$2K Buy
+185
New +$2.36K ﹤0.01% 2002

Other funds holding VRE

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Pinnacle Wealth Planning Services's VRE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services sold out of Veris Residential (VRE) in Q2 2026, closing a stake of 1,767 shares — an estimated $33.3K sold.

Pinnacle Wealth Planning Services first reported a position in VRE in Q4 2020 and held it in 3 quarters. The position peaked at $33.3K in Q1 2026. 2 funds tracked by Wall St. Rank hold VRE as of Q2 2026.

  • Pinnacle Wealth Planning Services reported no remaining Veris Residential position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,767 Veris Residential shares in Q2 2026, an estimated $33.3K.
  • Pinnacle Wealth Planning Services first reported a position in Veris Residential in Q4 2020 and held it in 3 quarters.
  • Pinnacle Wealth Planning Services's Veris Residential position peaked at $33.3K in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Veris Residential as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.