Dogwood Wealth Management’s Net Lease Office Properties NLOP Stock Holding History

Dogwood Wealth Management’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 Q2	–	Sell	-23	Closed	-$265	–	900
2026 Q1	$265	Hold	23	–	–	﹤0.01%	818
2025 Q4	$593	Hold	23	–	–	﹤0.01%	655
2025 Q3	$682	Buy	23 +19	+475%	+$596	﹤0.01%	624
2025 Q2	$132	Hold	4	–	–	﹤0.01%	673
2025 Q1	$127	Hold	4	–	–	﹤0.01%	518
2024 Q4	$127	Buy	+4	New	+$124	﹤0.01%	267
2024 Q3	–	Hold	0	–	–	–	610
2024 Q2	–	Hold	0	–	–	–	646
2024 Q1	–	Hold	0	–	–	–	628
2023 Q4	–	Hold	0	–	–	–	610

Other funds holding NLOP

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return