Castle Financial & Retirement Planning Associates’s NNN REIT NNN Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$18K	Buy	+431	New	+$19.8K	0.06%	65

Other funds holding NNN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's NNN Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in NNN REIT (NNN) in Q4 2021: 431 shares worth $18K. The stake represents 0.06% of the portfolio and ranks #65 among its holdings.

420 funds tracked by Wall St. Rank hold NNN as of Q4 2021.

Castle Financial & Retirement Planning Associates held 431 shares of NNN REIT worth $18K as of Q4 2021.
NNN REIT was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
NNN REIT made up 0.06% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #65 holding.
420 funds tracked by Wall St. Rank held NNN REIT as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.