IWA
NLOP

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

IBEX 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
2024
Q3 		– Sell
-26
Closed -$640 – 207
2024
Q2 		$640 Buy
+26
New +$615 ﹤0.01% 279

Other funds holding NLOP

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return

IBEX Wealth Advisors's NLOP Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Net Lease Office Properties (NLOP) in Q3 2024, closing a stake of 26 shares — an estimated $640 sold.

IBEX Wealth Advisors first reported a position in NLOP in Q2 2024 and held it in 1 quarter. The position peaked at $640 in Q2 2024. 261 funds tracked by Wall St. Rank hold NLOP as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining Net Lease Office Properties position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 26 Net Lease Office Properties shares in Q3 2024, an estimated $640.
  • IBEX Wealth Advisors first reported a position in Net Lease Office Properties in Q2 2024 and held it in 1 quarter.
  • IBEX Wealth Advisors's Net Lease Office Properties position peaked at $640 in Q2 2024.
  • 261 funds tracked by Wall St. Rank held Net Lease Office Properties as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.