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Castleview Partners’s NNN REIT NNN Stock Holding History

Castleview Partners’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
2025
Q1 		– Sell
-324
Closed -$13K – 433
2024
Q4 		$13K Buy
324
+20
+7% +$886 0.01% 546
2024
Q3 		$14.8K Buy
304
+57
+23% +$2.64K 0.01% 492
2024
Q2 		$10.5K Buy
247
+94
+61% +$3.91K 0.01% 516
2024
Q1 		$6.54K Buy
153
+55
+56% +$2.29K ﹤0.01% 581
2023
Q4 		$4.22K Buy
98
+77
+367% +$2.98K ﹤0.01% 598
2023
Q3 		$742 Buy
+21
New +$842 ﹤0.01% 625

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Castleview Partners's NNN Position: Q1 2025 in Review

Castleview Partners sold out of NNN REIT (NNN) in Q1 2025, closing a stake of 324 shares — an estimated $13K sold.

Castleview Partners first reported a position in NNN in Q3 2023 and held it in 6 quarters. The position peaked at $14.8K in Q3 2024. 481 funds tracked by Wall St. Rank hold NNN as of Q1 2025.

  • Castleview Partners reported no remaining NNN REIT position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 324 NNN REIT shares in Q1 2025, an estimated $13K.
  • Castleview Partners first reported a position in NNN REIT in Q3 2023 and held it in 6 quarters.
  • Castleview Partners's NNN REIT position peaked at $14.8K in Q3 2024.
  • 481 funds tracked by Wall St. Rank held NNN REIT as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.