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

BlackRock New York $5.72T 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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

JP Morgan Chase

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