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Heritage Wealth Management (Arizona)’s NNN REIT NNN Stock Holding History

Heritage Wealth Management (Arizona)’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
2021
Q2 		– Sell
-1,245
Closed -$55K – 925
2021
Q1 		$55K Buy
+1,245
New +$52.2K 0.03% 362

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s NNN Position: Q2 2021 in Review

Heritage Wealth Management (Arizona) sold out of NNN REIT (NNN) in Q2 2021, closing a stake of 1,245 shares — an estimated $55K sold.

Heritage Wealth Management (Arizona) first reported a position in NNN in Q1 2021 and held it in 1 quarter. The position peaked at $55K in Q1 2021. 400 funds tracked by Wall St. Rank hold NNN as of Q2 2021.

  • Heritage Wealth Management (Arizona) reported no remaining NNN REIT position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 1,245 NNN REIT shares in Q2 2021, an estimated $55K.
  • Heritage Wealth Management (Arizona) first reported a position in NNN REIT in Q1 2021 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s NNN REIT position peaked at $55K in Q1 2021.
  • 400 funds tracked by Wall St. Rank held NNN REIT as of Q2 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2021, filed 11 Aug 2021.