Heritage Wealth Advisors
NLOP icon

Heritage Wealth Advisors’s Net Lease Office Properties NLOP Stock Holding History

Heritage Wealth Advisors’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
2025
Q1 		– Sell
-237
Closed -$7.4K – 626
2024
Q4 		$7.4K Hold
237
– – ﹤0.01% 466
2024
Q3 		$7.26K Hold
237
– – ﹤0.01% 458
2024
Q2 		$5.83K Hold
237
– – ﹤0.01% 443
2024
Q1 		$5.64K Buy
+237
New +$5.58K ﹤0.01% 467

Other funds holding NLOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AVI
Asset Value Investors London, United Kingdom $99.6M AUM 10.53% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Heritage Wealth Advisors's NLOP Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of Net Lease Office Properties (NLOP) in Q1 2025, closing a stake of 237 shares — an estimated $7.4K sold.

Heritage Wealth Advisors first reported a position in NLOP in Q1 2024 and held it in 4 quarters. The position peaked at $7.4K in Q4 2024. 261 funds tracked by Wall St. Rank hold NLOP as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining Net Lease Office Properties position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 237 Net Lease Office Properties shares in Q1 2025, an estimated $7.4K.
  • Heritage Wealth Advisors first reported a position in Net Lease Office Properties in Q1 2024 and held it in 4 quarters.
  • Heritage Wealth Advisors's Net Lease Office Properties position peaked at $7.4K in Q4 2024.
  • 261 funds tracked by Wall St. Rank held Net Lease Office Properties as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.