CIA
NNN icon

Cascade Investment Advisors’s NNN REIT NNN Stock Holding History

Cascade Investment Advisors’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
2020
Q2 		– Sell
-500
Closed -$16.1K – 258
2020
Q1 		$16.1K Sell
500
-100
-17% -$5.02K 0.02% 185
2019
Q4 		$32.2K Hold
600
– – 0.02% 172
2019
Q3 		$33.8K Hold
600
– – 0.03% 169
2019
Q2 		$31.8K Buy
+600
New +$32K 0.03% 167

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cascade Investment Advisors's NNN Position: Q2 2020 in Review

Cascade Investment Advisors sold out of NNN REIT (NNN) in Q2 2020, closing a stake of 500 shares — an estimated $16.1K sold.

Cascade Investment Advisors first reported a position in NNN in Q2 2019 and held it in 4 quarters. The position peaked at $33.8K in Q3 2019. 374 funds tracked by Wall St. Rank hold NNN as of Q2 2020.

  • Cascade Investment Advisors reported no remaining NNN REIT position as of Q2 2020 after selling out during the quarter.
  • Cascade Investment Advisors sold 500 NNN REIT shares in Q2 2020, an estimated $16.1K.
  • Cascade Investment Advisors first reported a position in NNN REIT in Q2 2019 and held it in 4 quarters.
  • Cascade Investment Advisors's NNN REIT position peaked at $33.8K in Q3 2019.
  • 374 funds tracked by Wall St. Rank held NNN REIT as of Q2 2020.

Based on Cascade Investment Advisors's 13F filing for Q2 2020, filed 15 Jul 2020.