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Institutional & Family Asset Management’s NNN REIT NNN Stock Holding History

Institutional & Family Asset 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
2020
Q4 		– Sell
-236
Closed -$8K – 906
2020
Q3 		$8K Hold
236
– – ﹤0.01% 522
2020
Q2 		$8K Buy
+236
New +$7.72K ﹤0.01% 516

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
State Street
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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institutional & Family Asset Management's NNN Position: Q4 2020 in Review

Institutional & Family Asset Management sold out of NNN REIT (NNN) in Q4 2020, closing a stake of 236 shares — an estimated $8K sold.

Institutional & Family Asset Management first reported a position in NNN in Q2 2020 and held it in 2 quarters. The position peaked at $8K in Q3 2020. 369 funds tracked by Wall St. Rank hold NNN as of Q4 2020.

  • Institutional & Family Asset Management reported no remaining NNN REIT position as of Q4 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 236 NNN REIT shares in Q4 2020, an estimated $8K.
  • Institutional & Family Asset Management first reported a position in NNN REIT in Q2 2020 and held it in 2 quarters.
  • Institutional & Family Asset Management's NNN REIT position peaked at $8K in Q3 2020.
  • 369 funds tracked by Wall St. Rank held NNN REIT as of Q4 2020.

Based on Institutional & Family Asset Management's 13F filing for Q4 2020, filed 3 Feb 2021.