EWA
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EP Wealth Advisors’s NNN REIT NNN Stock Holding History

EP Wealth Advisors’s Portfolio NNN Stock Details NNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$605K Buy
14,022
+941
+7% +$40.6K ﹤0.01% 711
2025
Q1 		$558K Sell
13,081
-344
-3% -$14.7K ﹤0.01% 670
2024
Q4 		$548K Buy
13,425
+474
+4% +$19.4K ﹤0.01% 660
2024
Q3 		$628K Buy
+12,951
New +$628K 0.01% 622