SWA
VRE

Sutton Wealth Advisors’s Veris Residential VRE Stock Holding History

Sutton Wealth Advisors’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
2022
Q4 		– Sell
-1,387
Closed -$15.8K – 1715
2022
Q3 		$15.8K Hold
1,387
– – 0.01% 736
2022
Q2 		$18.4K Sell
1,387
-7
-0.5% -$108 0.01% 705
2022
Q1 		$24.2K Sell
1,394
-24
-2% -$416 0.01% 648
2021
Q4 		$26.1K Buy
1,418
+31
+2% +$566 0.01% 629
2021
Q3 		$23.7K Hold
1,387
– – 0.01% 642
2021
Q2 		$23.8K Hold
1,387
– – 0.01% 652
2021
Q1 		$21.5K Buy
+1,387
New +$19.6K 0.01% 656
2020
Q4 		– Sell
-1,083
Closed -$13.7K – 1252
2020
Q3 		$13.7K Buy
+1,083
New +$14.8K 0.01% 652

Other funds holding VRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $526M AUM 70.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AC
Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return

Sutton Wealth Advisors's VRE Position: Q4 2022 in Review

Sutton Wealth Advisors sold out of Veris Residential (VRE) in Q4 2022, closing a stake of 1,387 shares — an estimated $15.8K sold.

Sutton Wealth Advisors first reported a position in VRE in Q3 2020 and held it in 8 quarters. The position peaked at $26.1K in Q4 2021. 157 funds tracked by Wall St. Rank hold VRE as of Q4 2022.

  • Sutton Wealth Advisors reported no remaining Veris Residential position as of Q4 2022 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,387 Veris Residential shares in Q4 2022, an estimated $15.8K.
  • Sutton Wealth Advisors first reported a position in Veris Residential in Q3 2020 and held it in 8 quarters.
  • Sutton Wealth Advisors's Veris Residential position peaked at $26.1K in Q4 2021.
  • 157 funds tracked by Wall St. Rank held Veris Residential as of Q4 2022.

Based on Sutton Wealth Advisors's 13F filing for Q4 2022, filed 7 Nov 2023.