Arete Wealth Advisors’s NNN REIT NNN Stock Holding History

Arete Wealth Advisors’s Portfolio NNN Stock Details NNN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,451	Closed	-$239K	–	389
2019 Q4	$239K	Sell	4,451 -620	-12%	-$34.4K	0.04%	338
2019 Q3	$286K	Buy	5,071 +265	+6%	+$14.4K	0.05%	297
2019 Q2	$255K	Hold	4,806	–	–	0.05%	325
2019 Q1	$266K	Sell	4,806 -753	-14%	-$39K	0.06%	308
2018 Q4	$270K	Sell	5,559 -360	-6%	-$17.2K	0.07%	287
2018 Q3	$265K	Buy	5,919 +355	+6%	+$16K	0.06%	284
2018 Q2	$245K	Buy	+5,564	New	+$224K	0.06%	309
2017 Q4	–	Sell	-17,888	Closed	-$745K	–	325
2017 Q3	$745K	Buy	+17,888	New	+$731K	0.3%	104

Other funds holding NNN

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Arete Wealth Advisors's NNN Position: Q1 2020 in Review

Arete Wealth Advisors sold out of NNN REIT (NNN) in Q1 2020, closing a stake of 4,451 shares — an estimated $239K sold.

Arete Wealth Advisors first reported a position in NNN in Q3 2017 and held it in 8 quarters. The position peaked at $745K in Q3 2017. 378 funds tracked by Wall St. Rank hold NNN as of Q1 2020.

Arete Wealth Advisors reported no remaining NNN REIT position as of Q1 2020 after selling out during the quarter.
Arete Wealth Advisors sold 4,451 NNN REIT shares in Q1 2020, an estimated $239K.
Arete Wealth Advisors first reported a position in NNN REIT in Q3 2017 and held it in 8 quarters.
Arete Wealth Advisors's NNN REIT position peaked at $745K in Q3 2017.
378 funds tracked by Wall St. Rank held NNN REIT as of Q1 2020.

Based on Arete Wealth Advisors's 13F filing for Q1 2020, filed 14 May 2020.