WP
VER

WealthPLAN Partners’s VEREIT, Inc. VER Stock Holding History

WealthPLAN Partners’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
2021
Q3 		– Sell
-4,410
Closed -$218K – 394
2021
Q2 		$218K Buy
+4,410
New +$200K 0.02% 330
2020
Q4 		– Sell
-3,357
Closed -$120K – 355
2020
Q3 		$120K Sell
3,357
-278
-8% -$9.16K 0.01% 304
2020
Q2 		$121K Sell
3,635
-550
-13% -$15.3K 0.01% 300
2020
Q1 		$98K Sell
4,185
-305
-7% -$12.9K 0.01% 244
2019
Q4 		$220K Sell
4,490
-1,153
-20% -$55.3K 0.03% 229
2019
Q3 		$266K Sell
5,643
-684
-11% -$32.3K 0.04% 206
2019
Q2 		$301K Sell
6,327
-13,921
-69% -$602K 0.05% 182
2019
Q1 		$873K Sell
20,248
-1,337
-6% -$53.4K 0.14% 118
2018
Q4 		$893K Sell
21,585
-2,679
-11% -$99.4K 0.14% 112
2018
Q3 		$912K Sell
24,264
-7,567
-24% -$288K 0.17% 100
2018
Q2 		$1.18M Sell
31,831
-2,808
-8% -$98.6K 0.24% 91
2018
Q1 		$1.21M Buy
34,639
+8,374
+32% +$297K 0.26% 89
2017
Q4 		$1.02M Buy
26,265
+21,678
+473% +$869K 0.27% 90
2017
Q3 		$190K Sell
4,587
-622
-12% -$26.2K 0.05% 189
2017
Q2 		$212K Buy
5,209
+3,799
+269% +$157K 0.06% 161
2017
Q1 		$60.5K Buy
+1,410
New +$60.8K 0.21% 93
2016
Q3 		$283K Sell
5,650
-6,256
-53% -$326K 0.09% 118
2016
Q2 		$281K Buy
+11,906
New +$561K 0.04% 302
2015
Q4 		$108K Buy
+7,851
New +$322K 0.02% 391
2015
Q2 		$109K Sell
2,690
-888
-25% -$40.1K 0.05% 120
2015
Q1 		$176K Buy
+3,578
New +$171K 0.08% 119

Other funds holding VER

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's VER Position: Q3 2021 in Review

WealthPLAN Partners sold out of VEREIT, Inc. (VER) in Q3 2021, closing a stake of 4,410 shares — an estimated $218K sold.

WealthPLAN Partners first reported a position in VER in Q1 2015 and held it in 21 quarters. The position peaked at $1.21M in Q1 2018. 353 funds tracked by Wall St. Rank hold VER as of Q3 2021.

  • WealthPLAN Partners reported no remaining VEREIT, Inc. position as of Q3 2021 after selling out during the quarter.
  • WealthPLAN Partners sold 4,410 VEREIT, Inc. shares in Q3 2021, an estimated $218K.
  • WealthPLAN Partners first reported a position in VEREIT, Inc. in Q1 2015 and held it in 21 quarters.
  • WealthPLAN Partners's VEREIT, Inc. position peaked at $1.21M in Q1 2018.
  • 353 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q3 2021.

Based on WealthPLAN Partners's 13F filing for Q3 2021, filed 9 Dec 2021.