WT
VER

Whittier Trust’s VEREIT, Inc. VER Stock Holding History

Whittier Trust’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
Q4 		– Sell
-222
Closed -$10K – 1626
2021
Q3 		$10K Hold
222
– – ﹤0.01% 1255
2021
Q2 		$10K Hold
222
– – ﹤0.01% 1273
2021
Q1 		$9K Hold
222
– – ﹤0.01% 1276
2020
Q4 		$8K Sell
222
-1
-0.4% -$36 ﹤0.01% 1189
2020
Q3 		$7K Sell
223
-2,420
-92% -$79.7K ﹤0.01% 1190
2020
Q2 		$85K Sell
2,643
-1,990
-43% -$55.4K ﹤0.01% 707
2020
Q1 		$113K Buy
4,633
+2,420
+109% +$102K ﹤0.01% 634
2019
Q4 		$102K Hold
2,213
– – ﹤0.01% 692
2019
Q3 		$108K Buy
2,213
+406
+22% +$19.1K ﹤0.01% 678
2019
Q2 		$81K Buy
1,807
+1,729
+2,217% +$74.8K ﹤0.01% 705
2019
Q1 		$3K Buy
+78
New +$3.12K ﹤0.01% 1195

Other funds holding VER

IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
KM
Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return

Whittier Trust's VER Position: Q4 2021 in Review

Whittier Trust sold out of VEREIT, Inc. (VER) in Q4 2021, closing a stake of 222 shares — an estimated $10K sold.

Whittier Trust first reported a position in VER in Q1 2019 and held it in 11 quarters. The position peaked at $113K in Q1 2020. 3 funds tracked by Wall St. Rank hold VER as of Q4 2021.

  • Whittier Trust reported no remaining VEREIT, Inc. position as of Q4 2021 after selling out during the quarter.
  • Whittier Trust sold 222 VEREIT, Inc. shares in Q4 2021, an estimated $10K.
  • Whittier Trust first reported a position in VEREIT, Inc. in Q1 2019 and held it in 11 quarters.
  • Whittier Trust's VEREIT, Inc. position peaked at $113K in Q1 2020.
  • 3 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2021.

Based on Whittier Trust's 13F filing for Q4 2021, filed 19 Jan 2022.