True Wealth Design’s Veris Residential VRE Stock Holding History

True Wealth Design’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
2026 Q2	–	Sell	-167	Closed	-$3.15K	–	2904
2026 Q1	$3.15K	Sell	167 -2	-1%	-$34	﹤0.01%	1381
2025 Q4	$2.51K	Buy	169 +25	+17%	+$369	﹤0.01%	1365
2025 Q3	$2.19K	Buy	+144	New	+$2.14K	﹤0.01%	1424
2025 Q2	–	Sell	-8	Closed	-$136	–	2839
2025 Q1	$136	Buy	+8	New	+$129	﹤0.01%	2099

Other funds holding VRE

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design's VRE Position: Q2 2026 in Review

True Wealth Design sold out of Veris Residential (VRE) in Q2 2026, closing a stake of 167 shares — an estimated $3.15K sold.

True Wealth Design first reported a position in VRE in Q1 2025 and held it in 4 quarters. The position peaked at $3.15K in Q1 2026. 2 funds tracked by Wall St. Rank hold VRE as of Q2 2026.

True Wealth Design reported no remaining Veris Residential position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 167 Veris Residential shares in Q2 2026, an estimated $3.15K.
True Wealth Design first reported a position in Veris Residential in Q1 2025 and held it in 4 quarters.
True Wealth Design's Veris Residential position peaked at $3.15K in Q1 2026.
2 funds tracked by Wall St. Rank held Veris Residential as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.