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 – 1738
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 – 1253
2020
Q3 		$13.7K Buy
+1,083
New +$14.8K 0.01% 652

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
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
AC
Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return