Atria Wealth Solutions’s NNN REIT NNN Stock Holding History

Atria Wealth Solutions’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 Q2	$335K	Buy	7,752 +735	+10%	+$30.5K	0.01%	1107
2025 Q1	$299K	Buy	7,017 +1,011	+17%	+$41.3K	﹤0.01%	1464
2024 Q4	$245K	Buy	6,006 +106	+2%	+$4.69K	﹤0.01%	1678
2024 Q3	$286K	Buy	5,900 +116	+2%	+$5.37K	﹤0.01%	1543
2024 Q2	$246K	Buy	5,784 +53	+0.9%	+$2.21K	﹤0.01%	1621
2024 Q1	$245K	Buy	5,731 +454	+9%	+$18.9K	﹤0.01%	1695
2023 Q4	$227K	Buy	+5,277	New	+$204K	﹤0.01%	1691
2023 Q3	–	Sell	-7,064	Closed	-$302K	–	1941
2023 Q2	$302K	Sell	7,064 -629	-8%	-$27.1K	﹤0.01%	1433
2023 Q1	$340K	Buy	7,693 +36	+0.5%	+$1.64K	0.01%	1343
2022 Q4	$350K	Buy	7,657 +126	+2%	+$5.48K	0.01%	1270
2022 Q3	$300K	Buy	7,531 +2,509	+50%	+$113K	0.01%	1299
2022 Q2	$216K	Sell	5,022 -1,933	-28%	-$85K	﹤0.01%	1412
2022 Q1	$313K	Buy	+6,955	New	+$306K	0.01%	1293

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

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

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

Geode Capital Management

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

Massachusetts Financial Services

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

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

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Dimensional Fund Advisors

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