Carmel Capital Partners’s NNN REIT NNN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-6,955
Closed -$300K 143
2025
Q2
$300K Sell
6,955
-5,232
-43% -$217K 0.11% 115
2025
Q1
$520K Buy
12,187
+91
+0.8% +$3.71K 0.2% 88
2024
Q4
$494K Buy
12,096
+228
+2% +$10.1K 0.2% 82
2024
Q3
$575K Buy
11,868
+503
+4% +$23.3K 0.22% 76
2024
Q2
$484K Buy
11,365
+682
+6% +$28.4K 0.2% 76
2024
Q1
$457K Buy
10,683
+931
+10% +$38.7K 0.19% 78
2023
Q4
$420K Buy
9,752
+323
+3% +$12.5K 0.21% 81
2023
Q3
$333K Buy
9,429
+2,909
+45% +$117K 0.15% 104
2023
Q2
$279K Buy
6,520
+311
+5% +$13.4K 0.14% 99
2023
Q1
$274K Buy
6,209
+293
+5% +$13.3K 0.16% 103
2022
Q4
$271K Buy
5,916
+412
+7% +$17.9K 0.19% 105
2022
Q3
$219K Buy
+5,504
New +$248K 0.21% 108

Other funds holding NNN