SBIA
VER

Sheaff Brock Investment Advisors’s VEREIT, Inc. VER Stock Holding History

Sheaff Brock Investment 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
Q2 		– Sell
-22,713
Closed -$877K – 549
2021
Q1 		$877K Buy
22,713
+2,748
+14% +$103K 0.07% 166
2020
Q4 		$754K Sell
19,965
-156
-0.8% -$5.54K 0.06% 179
2020
Q3 		$654K Buy
20,121
+181
+0.9% +$5.96K 0.06% 189
2020
Q2 		$641K Buy
19,940
+3,392
+20% +$94.4K 0.06% 193
2020
Q1 		$405K Buy
16,548
+1,214
+8% +$51.3K 0.05% 211
2019
Q4 		$708K Buy
15,334
+2,376
+18% +$114K 0.07% 192
2019
Q3 		$634K Buy
12,958
+2,326
+22% +$110K 0.07% 202
2019
Q2 		$479K Buy
10,632
+916
+9% +$39.6K 0.05% 248
2019
Q1 		$407K Buy
9,716
+803
+9% +$32.1K 0.05% 292
2018
Q4 		$319K Buy
8,913
+4,416
+98% +$164K 0.05% 308
2018
Q3 		$163K Sell
4,497
-1,431
-24% -$54.6K 0.02% 474
2018
Q2 		$221K Buy
5,928
+509
+9% +$17.9K 0.02% 434
2018
Q1 		$189K Buy
5,419
+1,642
+43% +$58.3K 0.02% 477
2017
Q4 		$147K Hold
3,777
– – 0.02% 483
2017
Q3 		$157K Buy
3,777
+970
+35% +$40.9K 0.02% 513
2017
Q2 		$114K Buy
2,807
+594
+27% +$24.6K 0.02% 565
2017
Q1 		$94K Sell
2,213
-560
-20% -$24.1K 0.01% 563
2016
Q4 		$117K Buy
2,773
+560
+25% +$24.8K 0.01% 564
2016
Q3 		$115K Sell
2,213
-560
-20% -$29.1K 0.02% 512
2016
Q2 		$141K Hold
2,773
– – 0.02% 526
2016
Q1 		$123K Buy
2,773
+40
+1% +$1.59K 0.02% 546
2015
Q4 		$108K Buy
+2,733
New +$112K 0.01% 579

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sheaff Brock Investment Advisors's VER Position: Q2 2021 in Review

Sheaff Brock Investment Advisors sold out of VEREIT, Inc. (VER) in Q2 2021, closing a stake of 22,713 shares — an estimated $877K sold.

Sheaff Brock Investment Advisors first reported a position in VER in Q4 2015 and held it in 22 quarters. The position peaked at $877K in Q1 2021. 375 funds tracked by Wall St. Rank hold VER as of Q2 2021.

  • Sheaff Brock Investment Advisors reported no remaining VEREIT, Inc. position as of Q2 2021 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 22,713 VEREIT, Inc. shares in Q2 2021, an estimated $877K.
  • Sheaff Brock Investment Advisors first reported a position in VEREIT, Inc. in Q4 2015 and held it in 22 quarters.
  • Sheaff Brock Investment Advisors's VEREIT, Inc. position peaked at $877K in Q1 2021.
  • 375 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q2 2021.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.