SEC 13F Intelligence

VEREIT INC 6.7 percent PFD SERF CLBL

CUSIP 92339V209

Vereit Inc 6.7 Percent Pfd Serf Clbl has 5 institutional holders in Filings Flow’s 13F database, together reporting 29.8K shares worth $751,000 as of Q2 2021. The largest reported holders are Eii Capital Management, Inc., Ifp Advisors, Inc, and Cary Street Partners Investment Advisory LLC.

Institutional Holders
5
Q2 2021
Reported Value
$751,000
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q1 ’19: 5Q1 ’19Q2 ’19: 3Q3 ’19: 5Q3 ’19Q4 ’19: 4Q1 ’20: 6Q1 ’20Q2 ’20: 4Q3 ’20: 4Q3 ’20Q4 ’20: 4Q1 ’21: 3Q1 ’21Q2 ’21: 5filingsflow.com
Total reported value
Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ3 ’19: $2MQ3 ’19Q4 ’19: $2MQ1 ’20: $2MQ1 ’20Q2 ’20: $1MQ3 ’20: $864,000Q3 ’20Q4 ’20: $908,000Q1 ’21: $714,000Q1 ’21Q2 ’21: $751,000filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
EII CAPITAL MANAGEMENT, INC.$774,000 AUM0.24%$502,00019.9KQ2 2021
IFP Advisors, Inc$4.8B AUM0.00%$204,0008.1KQ2 2021
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM0.01%$32,0001.2KQ3 2020OLDER
Financial Gravity Asset Management, Inc.$562M AUM0.01%$22,000890Q2 2021
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$12,000458Q2 2021
Accel Wealth Management$383M AUM0.01%$11,000440Q2 2021
Sonora Investment Management, LLC$798M AUM$010Q4 2020OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.