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Core Wealth Advisors (Florida)’s NNN REIT NNN Stock Holding History

Core Wealth Advisors (Florida)’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
2024
Q2 		– Sell
-293
Closed -$12.5K – 178
2024
Q1 		$12.5K Hold
293
– – ﹤0.01% 173
2023
Q4 		$12.6K Buy
293
+71
+32% +$2.75K ﹤0.01% 169
2023
Q3 		$7.85K Hold
222
– – ﹤0.01% 176
2023
Q2 		$9.5K Sell
222
-300
-57% -$12.9K ﹤0.01% 160
2023
Q1 		$23K Hold
522
– – 0.01% 105
2022
Q4 		$23.9K Hold
522
– – 0.01% 108
2022
Q3 		$21K Buy
522
+222
+74% +$10K 0.01% 94
2022
Q2 		$13K Buy
+300
New +$13.2K 0.01% 131

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Core Wealth Advisors (Florida)'s NNN Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of NNN REIT (NNN) in Q2 2024, closing a stake of 293 shares — an estimated $12.5K sold.

Core Wealth Advisors (Florida) first reported a position in NNN in Q2 2022 and held it in 8 quarters. The position peaked at $23.9K in Q4 2022. 457 funds tracked by Wall St. Rank hold NNN as of Q2 2024.

  • Core Wealth Advisors (Florida) reported no remaining NNN REIT position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 293 NNN REIT shares in Q2 2024, an estimated $12.5K.
  • Core Wealth Advisors (Florida) first reported a position in NNN REIT in Q2 2022 and held it in 8 quarters.
  • Core Wealth Advisors (Florida)'s NNN REIT position peaked at $23.9K in Q4 2022.
  • 457 funds tracked by Wall St. Rank held NNN REIT as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.