YorkBridge Wealth Partners’s Veris Residential VRE Stock Holding History

YorkBridge Wealth Partners’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
2021 Q4	–	Sell	-15,000	Closed	-$257K	–	287
2021 Q3	$257K	Hold	15,000	–	–	0.06%	233
2021 Q2	$257K	Hold	15,000	–	–	0.07%	225
2021 Q1	$232K	Hold	15,000	–	–	0.07%	226
2020 Q4	$187K	Hold	15,000	–	–	0.06%	214
2020 Q3	$189K	Hold	15,000	–	–	0.08%	175
2020 Q2	$229K	Hold	15,000	–	–	0.1%	155
2020 Q1	$228K	Buy	15,000 +5,000	+50%	+$102K	0.14%	141
2019 Q4	$231K	Hold	10,000	–	–	0.11%	168
2019 Q3	$217K	Buy	+10,000	New	+$222K	0.11%	166
2017 Q4	–	Sell	-30	Closed	-$1K	–	909
2017 Q3	$1K	Hold	30	–	–	﹤0.01%	861
2017 Q2	$1K	Hold	30	–	–	﹤0.01%	851
2017 Q1	$1K	Hold	30	–	–	﹤0.01%	840
2016 Q4	$1K	Buy	+30	New	+$804	﹤0.01%	856

Other funds holding VRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MIRH

Madison International Realty Holdings New York $54.9M AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

H2CM

H/2 Credit Manager Stamford, Connecticut $526M AUM 70.67% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RIM

Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return

YorkBridge Wealth Partners's VRE Position: Q4 2021 in Review

YorkBridge Wealth Partners sold out of Veris Residential (VRE) in Q4 2021, closing a stake of 15,000 shares — an estimated $257K sold.

YorkBridge Wealth Partners first reported a position in VRE in Q4 2016 and held it in 13 quarters. The position peaked at $257K in Q3 2021. 168 funds tracked by Wall St. Rank hold VRE as of Q4 2021.

YorkBridge Wealth Partners reported no remaining Veris Residential position as of Q4 2021 after selling out during the quarter.
YorkBridge Wealth Partners sold 15,000 Veris Residential shares in Q4 2021, an estimated $257K.
YorkBridge Wealth Partners first reported a position in Veris Residential in Q4 2016 and held it in 13 quarters.
YorkBridge Wealth Partners's Veris Residential position peaked at $257K in Q3 2021.
168 funds tracked by Wall St. Rank held Veris Residential as of Q4 2021.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2021, filed 19 Jan 2022.