IHT Wealth Management’s NNN REIT NNN Stock Holding History

IHT Wealth Management’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 Q1	–	Sell	-4,656	Closed	-$201K	–	1050
2023 Q4	$201K	Buy	+4,656	New	+$180K	0.01%	906
2023 Q2	–	Sell	-4,911	Closed	-$217K	–	1004
2023 Q1	$217K	Sell	4,911 -310	-6%	-$14.1K	0.01%	823
2022 Q4	$239K	Sell	5,221 -396	-7%	-$17.2K	0.02%	750
2022 Q3	$224K	Buy	5,617 +950	+20%	+$42.9K	0.02%	741
2022 Q2	$201K	Buy	+4,667	New	+$205K	0.02%	663
2022 Q1	–	Sell	-4,220	Closed	-$203K	–	825
2021 Q4	$203K	Buy	+4,220	New	+$194K	0.02%	745
2021 Q3	–	Sell	-5,467	Closed	-$256K	–	921
2021 Q2	$256K	Buy	+5,467	New	+$256K	0.02%	772
2018 Q2	–	Sell	-1,587	Closed	-$61K	–	1030
2018 Q1	$61K	Sell	1,587 -1,098	-41%	-$42.8K	0.02%	619
2017 Q4	$112K	Sell	2,685 -313	-10%	-$13.1K	0.03%	467
2017 Q3	$126K	Buy	2,998 +36	+1%	+$1.47K	0.05%	313
2017 Q2	$12	Buy	2,962 +233	+9%	+$9.42K	0.01%	922
2017 Q1	$119K	Buy	2,729 +28	+1%	+$1.24K	0.08%	252
2016 Q4	$120K	Buy	+2,701	New	+$119K	0.09%	247

Other funds holding NNN

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Victory Capital Management

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

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return