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Gilliland Jeter Wealth Management’s NNN REIT NNN Stock Holding History

Gilliland Jeter Wealth 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
2024
Q4 		– Sell
-348
Closed -$16.9K – 485
2024
Q3 		$16.9K Hold
348
– – 0.01% 411
2024
Q2 		$14.8K Hold
348
– – 0.01% 414
2024
Q1 		$14.9K Buy
+348
New +$14.5K 0.01% 398

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gilliland Jeter Wealth Management's NNN Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of NNN REIT (NNN) in Q4 2024, closing a stake of 348 shares — an estimated $16.9K sold.

Gilliland Jeter Wealth Management first reported a position in NNN in Q1 2024 and held it in 3 quarters. The position peaked at $16.9K in Q3 2024. 488 funds tracked by Wall St. Rank hold NNN as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining NNN REIT position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 348 NNN REIT shares in Q4 2024, an estimated $16.9K.
  • Gilliland Jeter Wealth Management first reported a position in NNN REIT in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's NNN REIT position peaked at $16.9K in Q3 2024.
  • 488 funds tracked by Wall St. Rank held NNN REIT as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.