WAM
VER

Wealthspire Advisors (Maryland)’s VEREIT, Inc. VER Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-394
Closed -$16K – 2380
2019
Q1 		$16K Buy
394
+112
+40% +$4.47K ﹤0.01% 1375
2018
Q4 		$10K Buy
282
+98
+53% +$3.64K ﹤0.01% 1486
2018
Q3 		$7K Buy
184
+1
+0.5% +$38 ﹤0.01% 1695
2018
Q2 		$7K Sell
183
-168
-48% -$5.9K ﹤0.01% 1687
2018
Q1 		$12K Buy
351
+141
+67% +$5K ﹤0.01% 1507
2017
Q4 		$8K Sell
210
-105
-33% -$4.21K ﹤0.01% 1700
2017
Q3 		$13K Buy
315
+146
+86% +$6.16K ﹤0.01% 1485
2017
Q2 		$7K Sell
169
-150
-47% -$6.2K ﹤0.01% 1678
2017
Q1 		$14K Sell
319
-28
-8% -$1.21K ﹤0.01% 1213
2016
Q4 		$15K Buy
347
+324
+1,409% +$14.3K ﹤0.01% 1108
2016
Q3 		$5K Hold
23
– – ﹤0.01% 1407
2016
Q2 		$5K Hold
23
– – ﹤0.01% 1357
2016
Q1 		$5K Buy
23
+3
+15% +$119 ﹤0.01% 1358
2015
Q4 		$9K Buy
+20
New +$820 ﹤0.01% 1235

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VER Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of VEREIT, Inc. (VER) in Q2 2019, closing a stake of 394 shares — an estimated $16K sold.

Wealthspire Advisors (Maryland) first reported a position in VER in Q4 2015 and held it in 14 quarters. The position peaked at $16K in Q1 2019. 415 funds tracked by Wall St. Rank hold VER as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining VEREIT, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 394 VEREIT, Inc. shares in Q2 2019, an estimated $16K.
  • Wealthspire Advisors (Maryland) first reported a position in VEREIT, Inc. in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s VEREIT, Inc. position peaked at $16K in Q1 2019.
  • 415 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.