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C2C Wealth Management’s NNN REIT NNN Stock Holding History

C2C Wealth Management’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
2023
Q4 		– Sell
-14,365
Closed -$497K – 187
2023
Q3 		$497K Buy
14,365
+85
+0.6% +$3.41K 0.07% 148
2023
Q2 		$615K Sell
14,280
-630
-4% -$27.1K 0.08% 129
2023
Q1 		$638K Buy
+14,910
New +$679K 0.1% 122

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

C2C Wealth Management's NNN Position: Q4 2023 in Review

C2C Wealth Management sold out of NNN REIT (NNN) in Q4 2023, closing a stake of 14,365 shares — an estimated $497K sold.

C2C Wealth Management first reported a position in NNN in Q1 2023 and held it in 3 quarters. The position peaked at $638K in Q1 2023. 444 funds tracked by Wall St. Rank hold NNN as of Q4 2023.

  • C2C Wealth Management reported no remaining NNN REIT position as of Q4 2023 after selling out during the quarter.
  • C2C Wealth Management sold 14,365 NNN REIT shares in Q4 2023, an estimated $497K.
  • C2C Wealth Management first reported a position in NNN REIT in Q1 2023 and held it in 3 quarters.
  • C2C Wealth Management's NNN REIT position peaked at $638K in Q1 2023.
  • 444 funds tracked by Wall St. Rank held NNN REIT as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.