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Coppell Advisory Solutions’s NNN REIT NNN Stock Holding History

Coppell Advisory Solutions’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
-130
Closed -$5.25K – 1325
2024
Q4 		$5.25K Hold
130
– – ﹤0.01% 1312
2024
Q3 		$6.26K Hold
130
– – ﹤0.01% 1214
2024
Q2 		$5.54K Buy
+130
New +$5.41K ﹤0.01% 1177
2023
Q4 		$5.6K Sell
130
-70
-35% -$2.71K ﹤0.01% 1078
2023
Q3 		$9.15K Sell
200
-30
-13% -$1.2K ﹤0.01% 619
2023
Q2 		$9.86K Buy
+230
New +$9.9K ﹤0.01% 691
2023
Q1 		– Sell
-200
Closed -$9.15K – 765
2022
Q4 		$9.15K Buy
+200
New +$8.7K ﹤0.01% 628

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

Coppell Advisory Solutions's NNN Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of NNN REIT (NNN) in Q1 2025, closing a stake of 130 shares — an estimated $5.25K sold.

Coppell Advisory Solutions first reported a position in NNN in Q4 2022 and held it in 7 quarters. The position peaked at $9.86K in Q2 2023. 481 funds tracked by Wall St. Rank hold NNN as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining NNN REIT position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 130 NNN REIT shares in Q1 2025, an estimated $5.25K.
  • Coppell Advisory Solutions first reported a position in NNN REIT in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's NNN REIT position peaked at $9.86K in Q2 2023.
  • 481 funds tracked by Wall St. Rank held NNN REIT as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.