BEI
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Benjamin Edwards Inc’s NNN REIT NNN Stock Holding History

Benjamin Edwards 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
2024
Q4 		– Sell
-10,081
Closed -$489K – 1126
2024
Q3 		$489K Buy
+10,081
New +$466K 0.01% 801
2020
Q1 		– Sell
-250
Closed -$13K – 374
2019
Q4 		$13K Hold
250
– – 0.03% 209
2019
Q3 		$14K Hold
250
– – 0.03% 195
2019
Q2 		$13K Hold
250
– – 0.03% 197
2019
Q1 		$14K Buy
+250
New +$13K 0.07% 183

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Benjamin Edwards Inc's NNN Position: Q4 2024 in Review

Benjamin Edwards Inc sold out of NNN REIT (NNN) in Q4 2024, closing a stake of 10,081 shares — an estimated $489K sold.

Benjamin Edwards Inc first reported a position in NNN in Q1 2019 and held it in 5 quarters. The position peaked at $489K in Q3 2024. 488 funds tracked by Wall St. Rank hold NNN as of Q4 2024.

  • Benjamin Edwards Inc reported no remaining NNN REIT position as of Q4 2024 after selling out during the quarter.
  • Benjamin Edwards Inc sold 10,081 NNN REIT shares in Q4 2024, an estimated $489K.
  • Benjamin Edwards Inc first reported a position in NNN REIT in Q1 2019 and held it in 5 quarters.
  • Benjamin Edwards Inc's NNN REIT position peaked at $489K in Q3 2024.
  • 488 funds tracked by Wall St. Rank held NNN REIT as of Q4 2024.

Based on Benjamin Edwards Inc's 13F filing for Q4 2024, filed 14 Feb 2025.