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Householder Group Estate & Retirement Specialist’s NNN REIT NNN Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$8K Hold
200
– – 0.01% 391
2024
Q3 		$9K Hold
200
– – ﹤0.01% 838
2024
Q2 		$8K Hold
200
– – ﹤0.01% 864
2024
Q1 		$8.55K Hold
200
– – ﹤0.01% 847
2023
Q4 		$8K Hold
200
– – ﹤0.01% 817
2023
Q3 		$7.07K Buy
+200
New +$8.02K ﹤0.01% 863
2023
Q1 		$9K Buy
+200
New +$9.1K ﹤0.01% 838

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 $204B AUM 27.99% 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 $315B AUM 27.84% 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

Householder Group Estate & Retirement Specialist's NNN Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its NNN REIT (NNN) position steady in Q4 2024 at 200 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #391.

Householder Group Estate & Retirement Specialist first reported a position in NNN in Q1 2023 and has held it in 7 quarters since. The position peaked at $9K in Q3 2024. 488 funds tracked by Wall St. Rank hold NNN as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 200 shares of NNN REIT worth $8K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its NNN REIT share count unchanged in Q4 2024.
  • NNN REIT made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #391 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in NNN REIT in Q1 2023 and has held it in 7 quarters since.
  • Householder Group Estate & Retirement Specialist's NNN REIT position peaked at $9K in Q3 2024.
  • 488 funds tracked by Wall St. Rank held NNN REIT as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.