SWA
VER

Sutton Wealth Advisors’s VEREIT, Inc. VER Stock Holding History

Sutton Wealth 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
2020
Q2 		– Sell
-67
Closed -$1.63K – 1313
2020
Q1 		$1.63K Buy
67
+25
+60% +$1.06K ﹤0.01% 1056
2019
Q4 		$1.95K Hold
42
– – ﹤0.01% 1066
2019
Q3 		$2.06K Hold
42
– – ﹤0.01% 1051
2019
Q2 		$1.9K Hold
42
– – ﹤0.01% 1060
2019
Q1 		$1.77K Buy
42
+21
+100% +$839 ﹤0.01% 1065
2018
Q4 		$744 Hold
21
– – ﹤0.01% 1059
2018
Q3 		$755 Hold
21
– – ﹤0.01% 1056
2018
Q2 		$774 Sell
21
-8
-28% -$281 ﹤0.01% 1070
2018
Q1 		$1.01K Sell
29
-1,358
-98% -$48.2K ﹤0.01% 1047
2017
Q4 		$54K Buy
1,387
+1,061
+325% +$42.6K 0.04% 259
2017
Q3 		$13.5K Sell
326
-4
-1% -$169 0.01% 680
2017
Q2 		$13.4K Hold
330
– – 0.01% 670
2017
Q1 		$14K Hold
330
– – 0.01% 631
2016
Q4 		$14K Buy
330
+4
+1% +$177 0.01% 606
2016
Q3 		$16.9K Hold
326
– – 0.02% 508
2016
Q2 		$16.5K Hold
326
– – 0.02% 497
2016
Q1 		$14.4K Buy
+326
New +$12.9K 0.01% 523

Other funds holding VER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return