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Crewe Advisors’s NNN REIT NNN Stock Holding History

Crewe Advisors’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
Q3 		– Sell
-18
Closed -$767 – 899
2024
Q2 		$767 Sell
18
-50
-74% -$2.08K ﹤0.01% 901
2024
Q1 		$2.91K Buy
+68
New +$2.83K ﹤0.01% 819
2018
Q2 		– Sell
-550
Closed -$22K – 273
2018
Q1 		$22K Hold
550
– – 0.02% 177
2017
Q4 		$24K Buy
+550
New +$23.1K 0.02% 180

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Crewe Advisors's NNN Position: Q3 2024 in Review

Crewe Advisors sold out of NNN REIT (NNN) in Q3 2024, closing a stake of 18 shares — an estimated $767 sold.

Crewe Advisors first reported a position in NNN in Q4 2017 and held it in 4 quarters. The position peaked at $24K in Q4 2017. 499 funds tracked by Wall St. Rank hold NNN as of Q3 2024.

  • Crewe Advisors reported no remaining NNN REIT position as of Q3 2024 after selling out during the quarter.
  • Crewe Advisors sold 18 NNN REIT shares in Q3 2024, an estimated $767.
  • Crewe Advisors first reported a position in NNN REIT in Q4 2017 and held it in 4 quarters.
  • Crewe Advisors's NNN REIT position peaked at $24K in Q4 2017.
  • 499 funds tracked by Wall St. Rank held NNN REIT as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.