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Janiczek Wealth Management’s NNN REIT NNN Stock Holding History

Janiczek 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
Q2 		$83K Hold
1,949
– – 0.02% 315
2024
Q1 		$83.3K Hold
1,949
– – 0.02% 327
2023
Q4 		$84K Buy
1,949
+972
+99% +$37.6K 0.02% 300
2023
Q3 		$34.5K Buy
977
+110
+13% +$4.41K 0.01% 426
2023
Q2 		$37.1K Buy
867
+266
+44% +$11.4K 0.01% 356
2023
Q1 		$25.6K Buy
601
+11
+2% +$501 0.01% 414
2022
Q4 		$28.3K Sell
590
-57
-9% -$2.48K 0.01% 399
2022
Q3 		$25K Sell
647
-137
-17% -$6.18K 0.01% 419
2022
Q2 		$37K Sell
784
-200
-20% -$8.8K 0.01% 352
2022
Q1 		$44K Sell
984
-163
-14% -$7.18K 0.01% 324
2021
Q4 		$55K Buy
1,147
+10
+0.9% +$459 0.02% 295
2021
Q3 		$49K Sell
1,137
-32
-3% -$1.5K 0.02% 289
2021
Q2 		$55K Buy
1,169
+244
+26% +$11.4K 0.02% 235
2021
Q1 		$41K Buy
925
+438
+90% +$18.4K 0.02% 263
2020
Q4 		$20K Buy
487
+306
+169% +$11.5K 0.01% 352
2020
Q3 		$6K Buy
+181
New +$6.47K ﹤0.01% 317
2019
Q2 		– Hold
0
– – – 83

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janiczek Wealth Management's NNN Position: Q2 2024 in Review

Janiczek Wealth Management held its NNN REIT (NNN) position steady in Q2 2024 at 1,949 shares worth $83K. The position accounts for 0.02% of the portfolio, ranked #315.

Janiczek Wealth Management first reported a position in NNN in Q3 2020 and has held it in 16 quarters since. The position peaked at $84K in Q4 2023. 457 funds tracked by Wall St. Rank hold NNN as of Q2 2024.

  • Janiczek Wealth Management held 1,949 shares of NNN REIT worth $83K as of Q2 2024.
  • Janiczek Wealth Management left its NNN REIT share count unchanged in Q2 2024.
  • NNN REIT made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #315 holding.
  • Janiczek Wealth Management first reported a position in NNN REIT in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's NNN REIT position peaked at $84K in Q4 2023.
  • 457 funds tracked by Wall St. Rank held NNN REIT as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.