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Financial Advocates Investment Management’s NNN REIT NNN Stock Holding History

Financial Advocates Investment Management’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
2020
Q1 		– Sell
-3,986
Closed -$214K – 526
2019
Q4 		$214K Sell
3,986
-97
-2% -$5.39K 0.02% 474
2019
Q3 		$231K Buy
+4,083
New +$222K 0.03% 435
2018
Q4 		– Sell
-4,506
Closed -$202K – 480
2018
Q3 		$202K Buy
+4,506
New +$203K 0.02% 482

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Financial Advocates Investment Management's NNN Position: Q1 2020 in Review

Financial Advocates Investment Management sold out of NNN REIT (NNN) in Q1 2020, closing a stake of 3,986 shares — an estimated $214K sold.

Financial Advocates Investment Management first reported a position in NNN in Q3 2018 and held it in 3 quarters. The position peaked at $231K in Q3 2019. 379 funds tracked by Wall St. Rank hold NNN as of Q1 2020.

  • Financial Advocates Investment Management reported no remaining NNN REIT position as of Q1 2020 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,986 NNN REIT shares in Q1 2020, an estimated $214K.
  • Financial Advocates Investment Management first reported a position in NNN REIT in Q3 2018 and held it in 3 quarters.
  • Financial Advocates Investment Management's NNN REIT position peaked at $231K in Q3 2019.
  • 379 funds tracked by Wall St. Rank held NNN REIT as of Q1 2020.

Based on Financial Advocates Investment Management's 13F filing for Q1 2020, filed 29 Apr 2020.