CWP
NLOP

Concord Wealth Partners’s Net Lease Office Properties NLOP Stock Holding History

Concord Wealth Partners’s Portfolio NLOP Stock Details NLOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-71
Closed -$1.83K – 591
2025
Q4 		$1.83K Hold
71
– – ﹤0.01% 705
2025
Q3 		$2.11K Sell
71
-12
-14% -$376 ﹤0.01% 709
2025
Q2 		$2.7K Hold
83
– – ﹤0.01% 696
2025
Q1 		$2.6K Sell
83
-14
-14% -$439 ﹤0.01% 659
2024
Q4 		$3.03K Sell
97
-10
-9% -$311 ﹤0.01% 666
2024
Q3 		$3.28K Buy
107
+10
+10% +$288 ﹤0.01% 693
2024
Q2 		$2.39K Sell
97
-128
-57% -$3.03K ﹤0.01% 656
2024
Q1 		$5.36K Sell
225
-166
-42% -$3.91K ﹤0.01% 647
2023
Q4 		$7.23K Buy
+391
New +$6.51K ﹤0.01% 603

Other funds holding NLOP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $48.2B AUM 24.23% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $947M AUM 29.56% 1-Year Est. Return