Asset Planning Inc’s NNN REIT NNN Stock Holding History

Asset Planning Inc’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
2025 Q1	–	Sell	-253	Closed	-$10.4K	–	318
2024 Q4	$10.4K	Buy	+253	New	+$11.2K	0.01%	242

Other funds holding NNN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Asset Planning Inc's NNN Position: Q1 2025 in Review

Asset Planning Inc sold out of NNN REIT (NNN) in Q1 2025, closing a stake of 253 shares — an estimated $10.4K sold.

Asset Planning Inc first reported a position in NNN in Q4 2024 and held it in 1 quarter. The position peaked at $10.4K in Q4 2024. 481 funds tracked by Wall St. Rank hold NNN as of Q1 2025.

Asset Planning Inc reported no remaining NNN REIT position as of Q1 2025 after selling out during the quarter.
Asset Planning Inc sold 253 NNN REIT shares in Q1 2025, an estimated $10.4K.
Asset Planning Inc first reported a position in NNN REIT in Q4 2024 and held it in 1 quarter.
Asset Planning Inc's NNN REIT position peaked at $10.4K in Q4 2024.
481 funds tracked by Wall St. Rank held NNN REIT as of Q1 2025.

Based on Asset Planning Inc's 13F filing for Q1 2025, filed 8 May 2025.