TWM
VER

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

TLW 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
2019
Q1 		– Sell
-2,809
Closed -$100K – 46
2018
Q4 		$100K Buy
+2,809
New +$104K 0.1% 21

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 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

TLW Wealth Management's VER Position: Q1 2019 in Review

TLW Wealth Management sold out of VEREIT, Inc. (VER) in Q1 2019, closing a stake of 2,809 shares — an estimated $100K sold.

TLW Wealth Management first reported a position in VER in Q4 2018 and held it in 1 quarter. The position peaked at $100K in Q4 2018. 407 funds tracked by Wall St. Rank hold VER as of Q1 2019.

  • TLW Wealth Management reported no remaining VEREIT, Inc. position as of Q1 2019 after selling out during the quarter.
  • TLW Wealth Management sold 2,809 VEREIT, Inc. shares in Q1 2019, an estimated $100K.
  • TLW Wealth Management first reported a position in VEREIT, Inc. in Q4 2018 and held it in 1 quarter.
  • TLW Wealth Management's VEREIT, Inc. position peaked at $100K in Q4 2018.
  • 407 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q1 2019.

Based on TLW Wealth Management's 13F filing for Q1 2019, filed 6 May 2019.