Icon Wealth Partners’s NNN REIT NNN Stock Holding History

Icon Wealth Partners’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
2019 Q2	–	Sell	-365	Closed	-$20K	–	567
2019 Q1	$20K	Buy	+365	New	+$18.9K	0.01%	549
2018 Q3	–	Sell	-368	Closed	-$16K	–	577
2018 Q2	$16K	Buy	+368	New	+$14.8K	0.01%	633

Other funds holding NNN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Icon Wealth Partners's NNN Position: Q2 2019 in Review

Icon Wealth Partners sold out of NNN REIT (NNN) in Q2 2019, closing a stake of 365 shares — an estimated $20K sold.

Icon Wealth Partners first reported a position in NNN in Q2 2018 and held it in 2 quarters. The position peaked at $20K in Q1 2019. 381 funds tracked by Wall St. Rank hold NNN as of Q2 2019.

Icon Wealth Partners reported no remaining NNN REIT position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 365 NNN REIT shares in Q2 2019, an estimated $20K.
Icon Wealth Partners first reported a position in NNN REIT in Q2 2018 and held it in 2 quarters.
Icon Wealth Partners's NNN REIT position peaked at $20K in Q1 2019.
381 funds tracked by Wall St. Rank held NNN REIT as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.