SA
VER

SRH Advisors’s VEREIT, Inc. VER Stock Holding History

SRH 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
-349
Closed -$13K – 309
2021
Q1 		$13K Hold
349
– – 0.02% 193
2020
Q4 		$13K Hold
349
– – 0.02% 190
2020
Q3 		$11K Hold
349
– – 0.02% 178
2020
Q2 		$11K Hold
349
– – 0.03% 165
2020
Q1 		$9K Hold
349
– – 0.03% 165
2019
Q4 		$16K Hold
349
– – 0.05% 131
2019
Q3 		$17K Hold
349
– – 0.06% 130
2019
Q2 		$16K Hold
349
– – 0.05% 139
2019
Q1 		$15K Hold
349
– – 0.05% 134
2018
Q4 		$12K Hold
349
– – 0.05% 144
2018
Q3 		$13K Buy
+349
New +$13.3K 0.04% 161

Other funds holding VER

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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 $5.7T AUM 30.48% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.37B 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 $34.6B AUM 20.7% 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