Delap Wealth Advisory’s NNN REIT NNN Stock Holding History

Delap Wealth Advisory’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	-7,880	Closed	-$337K	–	236
2024 Q1	$337K	Buy	+7,880	New	+$328K	0.14%	131

Other funds holding NNN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Delap Wealth Advisory's NNN Position: Q2 2024 in Review

Delap Wealth Advisory sold out of NNN REIT (NNN) in Q2 2024, closing a stake of 7,880 shares — an estimated $337K sold.

Delap Wealth Advisory first reported a position in NNN in Q1 2024 and held it in 1 quarter. The position peaked at $337K in Q1 2024. 457 funds tracked by Wall St. Rank hold NNN as of Q2 2024.

Delap Wealth Advisory reported no remaining NNN REIT position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 7,880 NNN REIT shares in Q2 2024, an estimated $337K.
Delap Wealth Advisory first reported a position in NNN REIT in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's NNN REIT position peaked at $337K in Q1 2024.
457 funds tracked by Wall St. Rank held NNN REIT as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.