IFG
NNN icon

Independent Financial Group’s NNN REIT NNN Stock Holding History

Independent Financial Group’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
2025
Q2 		– Sell
-5,205
Closed -$222K – 1342
2025
Q1 		$222K Buy
+5,205
New +$212K 0.01% 1068
2024
Q4 		– Sell
-4,424
Closed -$215K – 1217
2024
Q3 		$215K Buy
+4,424
New +$205K 0.01% 1039
2022
Q1 		– Sell
-22,059
Closed -$1.06M – 831
2021
Q4 		$1.06M Buy
22,059
+10,750
+95% +$493K 0.09% 236
2021
Q3 		$488K Buy
11,309
+1,900
+20% +$89.4K 0.05% 374
2021
Q2 		$441K Buy
+9,409
New +$441K 0.05% 404

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
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 $298B AUM 21.96% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return