SWM
VER

Sugarloaf Wealth Management’s VEREIT, Inc. VER Stock Holding History

Sugarloaf Wealth Management’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
Q1 		– Sell
-109
Closed -$4K – 805
2020
Q4 		$4K Buy
109
+1
+0.9% +$36 ﹤0.01% 587
2020
Q3 		$4K Buy
108
+1
+0.9% +$33 ﹤0.01% 558
2020
Q2 		$3K Buy
107
+3
+3% +$84 ﹤0.01% 593
2020
Q1 		$3K Sell
104
-650
-86% -$27.5K ﹤0.01% 585
2019
Q4 		$35K Buy
+754
New +$36.1K 0.01% 291

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return

Sugarloaf Wealth Management's VER Position: Q1 2021 in Review

Sugarloaf Wealth Management sold out of VEREIT, Inc. (VER) in Q1 2021, closing a stake of 109 shares — an estimated $4K sold.

Sugarloaf Wealth Management first reported a position in VER in Q4 2019 and held it in 5 quarters. The position peaked at $35K in Q4 2019. 365 funds tracked by Wall St. Rank hold VER as of Q1 2021.

  • Sugarloaf Wealth Management reported no remaining VEREIT, Inc. position as of Q1 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 109 VEREIT, Inc. shares in Q1 2021, an estimated $4K.
  • Sugarloaf Wealth Management first reported a position in VEREIT, Inc. in Q4 2019 and held it in 5 quarters.
  • Sugarloaf Wealth Management's VEREIT, Inc. position peaked at $35K in Q4 2019.
  • 365 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q1 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2021, filed 19 Apr 2021.