SFS
VRE

Sowell Financial Services’s Veris Residential VRE Stock Holding History

Sowell Financial 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
2021
Q2 		– Sell
-200
Closed -$3K – 2689
2021
Q1 		$3K Hold
200
– – ﹤0.01% 2768
2020
Q4 		$2K Sell
200
-63
-24% -$803 ﹤0.01% 2505
2020
Q3 		$3K Hold
263
– – ﹤0.01% 2168
2020
Q2 		$4K Hold
263
– – ﹤0.01% 1996
2020
Q1 		$4K Hold
263
– – ﹤0.01% 1931
2019
Q4 		$6K Hold
263
– – ﹤0.01% 1871
2019
Q3 		$6K Buy
+263
New +$5.85K ﹤0.01% 1720

Other funds holding VRE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return