Johnson Midwest Financial’s NNN REIT NNN Stock Holding History

Johnson Midwest Financial’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
2023 Q3	$10.3K	Buy	291 +2	+0.7%	+$80	0.02%	204
2023 Q2	$12.4K	Buy	289 +2	+0.7%	+$86	0.01%	186
2023 Q1	$12.7K	Buy	287 +2	+0.7%	+$91	0.02%	183
2022 Q4	$13K	Buy	285 +1	+0.4%	+$43	0.05%	179
2022 Q3	$11	Buy	284 +2	+0.7%	+$90	0.04%	189
2022 Q2	$12K	Buy	282 +2	+0.7%	+$88	0.02%	167
2022 Q1	$13K	Buy	280 +2	+0.7%	+$88	0.02%	153
2021 Q4	$13K	Buy	278 +1	+0.4%	+$46	0.01%	162
2021 Q3	$12K	Buy	277 +2	+0.7%	+$94	0.01%	171
2021 Q2	$13K	Buy	275 +1	+0.4%	+$47	0.01%	154
2021 Q1	$12K	Buy	274 +2	+0.7%	+$84	0.01%	154
2020 Q4	$11K	Buy	+272	New	+$10.3K	0.01%	165

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

RIM

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

Johnson Midwest Financial's NNN Position: Q3 2023 in Review

Johnson Midwest Financial increased its NNN REIT (NNN) stake by 0.69% in Q3 2023, buying an estimated $80 and bringing the position to 291 shares worth $10.3K. The position accounts for 0.02% of the portfolio, ranked #204.

Johnson Midwest Financial first reported a position in NNN in Q4 2020 and has held it in 12 quarters since. The position peaked at $13K in Q4 2022. 408 funds tracked by Wall St. Rank hold NNN as of Q3 2023.

Johnson Midwest Financial held 291 shares of NNN REIT worth $10.3K as of Q3 2023.
Johnson Midwest Financial bought 2 NNN REIT shares in Q3 2023, an estimated $80.
NNN REIT made up 0.02% of Johnson Midwest Financial's portfolio in Q3 2023, its #204 holding.
Johnson Midwest Financial first reported a position in NNN REIT in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's NNN REIT position peaked at $13K in Q4 2022.
408 funds tracked by Wall St. Rank held NNN REIT as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.