PFS
VER

Prospera Financial Services’s VEREIT, Inc. VER Stock Holding History

Prospera Financial Services’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
Q3 		– Sell
-4,672
Closed -$215K – 866
2021
Q2 		$215K Buy
+4,672
New +$211K 0.01% 747
2020
Q4 		– Sell
-602
Closed -$20K – 1734
2020
Q3 		$20K Buy
+602
New +$19.8K 0.01% 899
2015
Q3 		– Sell
-2,733
Closed -$80K – 336
2015
Q2 		$80K Sell
2,733
-800
-23% -$36.1K 0.02% 291
2015
Q1 		$136K Buy
3,533
+1,040
+42% +$49.8K 0.03% 301
2014
Q4 		$113K Buy
+2,493
New +$122K 0.03% 279
2014
Q3 		– Sell
-3,299
Closed -$207K – 305
2014
Q2 		$207K Sell
3,299
-402
-11% -$25.8K 0.06% 251
2014
Q1 		$209K Buy
3,701
+1,144
+45% +$79.7K 0.07% 225
2013
Q4 		$164K Sell
2,557
-318
-11% -$20.6K 0.06% 238
2013
Q3 		$181K Sell
2,875
-1,866
-39% -$127K 0.07% 217
2013
Q2 		$351K Buy
+4,741
New +$378K 0.16% 140

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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 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
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return