BFP
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Briaud Financial Planning’s Net Lease Office Properties NLOP Stock Holding History

Briaud Financial Planning’s Portfolio NLOP Stock Details NLOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7
Closed – – 241
2025
Q2 		$0 Buy
+7
New +$214 ﹤0.01% 364

Other funds holding NLOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AVI
Asset Value Investors London, United Kingdom $99.6M AUM 10.53% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.36B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Briaud Financial Planning's NLOP Position: Q3 2025 in Review

Briaud Financial Planning sold out of Net Lease Office Properties (NLOP) in Q3 2025, closing a stake of 7 shares.

Briaud Financial Planning first reported a position in NLOP in Q2 2025 and held it in 1 quarter. The position peaked at $0 in Q2 2025. 247 funds tracked by Wall St. Rank hold NLOP as of Q3 2025.

  • Briaud Financial Planning reported no remaining Net Lease Office Properties position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 7 Net Lease Office Properties shares in Q3 2025.
  • Briaud Financial Planning first reported a position in Net Lease Office Properties in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Net Lease Office Properties position peaked at $0 in Q2 2025.
  • 247 funds tracked by Wall St. Rank held Net Lease Office Properties as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.