FWM
NLOP

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

Focused 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
2024
Q1 		– Sell
-197
Closed -$3.64K – 677
2023
Q4 		$3.64K Buy
+197
New +$3.28K ﹤0.01% 704

Other funds holding NLOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return

Focused Wealth Management's NLOP Position: Q1 2024 in Review

Focused Wealth Management sold out of Net Lease Office Properties (NLOP) in Q1 2024, closing a stake of 197 shares — an estimated $3.64K sold.

Focused Wealth Management first reported a position in NLOP in Q4 2023 and held it in 1 quarter. The position peaked at $3.64K in Q4 2023. 273 funds tracked by Wall St. Rank hold NLOP as of Q1 2024.

  • Focused Wealth Management reported no remaining Net Lease Office Properties position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 197 Net Lease Office Properties shares in Q1 2024, an estimated $3.64K.
  • Focused Wealth Management first reported a position in Net Lease Office Properties in Q4 2023 and held it in 1 quarter.
  • Focused Wealth Management's Net Lease Office Properties position peaked at $3.64K in Q4 2023.
  • 273 funds tracked by Wall St. Rank held Net Lease Office Properties as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.