First National Bank of Mount Dora’s NNN REIT NNN Stock Holding History

First National Bank of Mount Dora’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
2025 Q1	–	Sell	-7,463	Closed	-$305K	–	134
2024 Q4	$305K	Buy	7,463 +178	+2%	+$7.88K	0.07%	115
2024 Q3	$353K	Sell	7,285 -647	-8%	-$29.9K	0.08%	115
2024 Q2	$338K	Sell	7,932 -97	-1%	-$4.04K	0.08%	114
2024 Q1	$343K	Sell	8,029 -339	-4%	-$14.1K	0.08%	110
2023 Q4	$361K	Sell	8,368 -34	-0.4%	-$1.32K	0.1%	101
2023 Q3	$297K	Sell	8,402 -684	-8%	-$27.4K	0.09%	106
2023 Q2	$389K	Sell	9,086 -159	-2%	-$6.84K	0.11%	97
2023 Q1	$408K	Sell	9,245 -378	-4%	-$17.2K	0.12%	94
2022 Q4	$440K	Buy	9,623 +1,064	+12%	+$46.3K	0.15%	89
2022 Q3	$341K	Sell	8,559 -398	-4%	-$18K	0.12%	96
2022 Q2	$385K	Sell	8,957 -362	-4%	-$15.9K	0.13%	92
2022 Q1	$419K	Sell	9,319 -1,496	-14%	-$65.9K	0.13%	93
2021 Q4	$520K	Buy	10,815 +195	+2%	+$8.94K	0.15%	84
2021 Q3	$459K	Sell	10,620 -1,677	-14%	-$78.9K	0.15%	89
2021 Q2	$577K	Sell	12,297 -2,580	-17%	-$121K	0.19%	78
2021 Q1	$656K	Sell	14,877 -24,316	-62%	-$1.02M	0.23%	76
2020 Q4	$1.6M	Sell	39,193 -941	-2%	-$35.5K	0.58%	53
2020 Q3	$1.39M	Buy	40,134 +504	+1%	+$18K	0.57%	54
2020 Q2	$1.41M	Buy	39,630 +10,278	+35%	+$336K	0.64%	53
2020 Q1	$944K	Buy	29,352 +2,230	+8%	+$112K	0.5%	54
2019 Q4	$1.46M	Buy	27,122 +230	+0.9%	+$12.8K	0.61%	52
2019 Q3	$1.52M	Sell	26,892 -9,398	-26%	-$511K	0.69%	49
2019 Q2	$1.92M	Buy	36,290 +2,405	+7%	+$128K	0.89%	42
2019 Q1	$1.88M	Buy	33,885 +29,425	+660%	+$1.53M	0.83%	47
2018 Q4	$216K	Buy	+4,460	New	+$213K	0.11%	84
2018 Q3	–	Sell	-4,710	Closed	-$207K	–	97
2018 Q2	$207K	Sell	4,710 -500	-10%	-$20.2K	0.09%	85
2018 Q1	$204K	Sell	5,210 -350	-6%	-$13.6K	0.09%	86
2017 Q4	$240K	Sell	5,560 -1,342	-19%	-$56.3K	0.11%	79
2017 Q3	$287K	Sell	6,902 -74	-1%	-$3.02K	0.14%	66
2017 Q2	$273K	Buy	6,976 +14	+0.2%	+$566	0.14%	74
2017 Q1	$304K	Buy	6,962 +12	+0.2%	+$531	0.16%	70
2016 Q4	$307K	Buy	6,950 +12	+0.2%	+$529	0.18%	72
2016 Q3	$353K	Buy	6,938 +485	+8%	+$24.8K	0.2%	74
2016 Q2	$334K	Sell	6,453 -290	-4%	-$13.4K	0.19%	74
2016 Q1	$312K	Buy	6,743 +61	+0.9%	+$2.65K	0.18%	73
2015 Q4	$267K	Buy	6,682 +998	+18%	+$38K	0.16%	73
2015 Q3	$206K	Buy	+5,684	New	+$206K	0.13%	78
2014 Q3	–	Sell	-9,363	Closed	-$349K	–	100
2014 Q2	$349K	Sell	9,363 -1,200	-11%	-$42.2K	0.2%	80
2014 Q1	$362K	Sell	10,563 -988	-9%	-$33K	0.22%	81
2013 Q4	$350K	Buy	11,551 +25	+0.2%	+$809	0.23%	78
2013 Q3	$367K	Buy	11,526 +800	+7%	+$26.7K	0.27%	75
2013 Q2	$369K	Buy	+10,726	New	+$403K	0.27%	71

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First National Bank of Mount Dora's NNN Position: Q1 2025 in Review

First National Bank of Mount Dora sold out of NNN REIT (NNN) in Q1 2025, closing a stake of 7,463 shares — an estimated $305K sold.

First National Bank of Mount Dora first reported a position in NNN in Q2 2013 and held it in 42 quarters. The position peaked at $1.92M in Q2 2019. 481 funds tracked by Wall St. Rank hold NNN as of Q1 2025.

First National Bank of Mount Dora reported no remaining NNN REIT position as of Q1 2025 after selling out during the quarter.
First National Bank of Mount Dora sold 7,463 NNN REIT shares in Q1 2025, an estimated $305K.
First National Bank of Mount Dora first reported a position in NNN REIT in Q2 2013 and held it in 42 quarters.
First National Bank of Mount Dora's NNN REIT position peaked at $1.92M in Q2 2019.
481 funds tracked by Wall St. Rank held NNN REIT as of Q1 2025.

Based on First National Bank of Mount Dora's 13F filing for Q1 2025, filed 15 Apr 2025.