RFA
VER

Reilly Financial Advisors’s VEREIT, Inc. VER Stock Holding History

Reilly Financial Advisors’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
-140
Closed -$6K – 1108
2021
Q2 		$6K Hold
140
– – ﹤0.01% 779
2021
Q1 		$5K Hold
140
– – ﹤0.01% 809
2020
Q4 		$5K Hold
140
– – ﹤0.01% 721
2020
Q3 		$5K Hold
140
– – ﹤0.01% 679
2020
Q2 		$5K Hold
140
– – ﹤0.01% 719
2020
Q1 		$3K Hold
140
– – ﹤0.01% 760
2019
Q4 		$6K Hold
140
– – ﹤0.01% 726
2019
Q3 		$7K Buy
+140
New +$6.6K ﹤0.01% 703
2019
Q2 		– Hold
0
– – – 762
2019
Q1 		– Hold
0
– – – 874

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 $51.1B AUM 35.55% 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

Reilly Financial Advisors's VER Position: Q3 2021 in Review

Reilly Financial Advisors sold out of VEREIT, Inc. (VER) in Q3 2021, closing a stake of 140 shares — an estimated $6K sold.

Reilly Financial Advisors first reported a position in VER in Q3 2019 and held it in 8 quarters. The position peaked at $7K in Q3 2019. 353 funds tracked by Wall St. Rank hold VER as of Q3 2021.

  • Reilly Financial Advisors reported no remaining VEREIT, Inc. position as of Q3 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 140 VEREIT, Inc. shares in Q3 2021, an estimated $6K.
  • Reilly Financial Advisors first reported a position in VEREIT, Inc. in Q3 2019 and held it in 8 quarters.
  • Reilly Financial Advisors's VEREIT, Inc. position peaked at $7K in Q3 2019.
  • 353 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q3 2021.

Based on Reilly Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.