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 Q3	$365	Hold	37	–	–	﹤0.01%	713
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

SOAMC

Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

GoalVest Advisory's NLOP Position: Q3 2026 in Review

GoalVest Advisory held its Net Lease Office Properties (NLOP) position steady in Q3 2026 at 37 shares worth $365. The position accounts for ﹤0.01% of the portfolio, ranked #713.

GoalVest Advisory first reported a position in NLOP in Q1 2024 and has held it in 11 quarters since. The position peaked at $6.01K in Q2 2024. 15 funds tracked by Wall St. Rank hold NLOP as of Q3 2026.

GoalVest Advisory held 37 shares of Net Lease Office Properties worth $365 as of Q3 2026.
GoalVest Advisory left its Net Lease Office Properties share count unchanged in Q3 2026.
Net Lease Office Properties made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #713 holding.
GoalVest Advisory first reported a position in Net Lease Office Properties in Q1 2024 and has held it in 11 quarters since.
GoalVest Advisory's Net Lease Office Properties position peaked at $6.01K in Q2 2024.
15 funds tracked by Wall St. Rank held Net Lease Office Properties as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.