GoalVest Advisory’s Net Lease Office Properties NLOP Stock Holding History

GoalVest Advisory’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
2026 Q2	$412	Hold	37	–	–	﹤0.01%	490
2026 Q1	$426	Hold	37	–	–	﹤0.01%	437
2025 Q4	$954	Hold	37	–	–	﹤0.01%	502
2025 Q3	$1.1K	Hold	37	–	–	﹤0.01%	389
2025 Q2	$1.2K	Hold	37	–	–	﹤0.01%	344
2025 Q1	$1.16K	Hold	37	–	–	﹤0.01%	329
2024 Q4	$1.16K	Hold	37	–	–	﹤0.01%	353
2024 Q3	$1.13K	Sell	37 -207	-85%	-$5.96K	﹤0.01%	359
2024 Q2	$6.01K	Buy	244 +6	+3%	+$142	﹤0.01%	288
2024 Q1	$5.66K	Buy	+238	New	+$5.61K	﹤0.01%	339

Other funds holding NLOP

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return