KI
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Kapitalo Investimentos’s NNN REIT NNN Stock Holding History

Kapitalo Investimentos’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
Q1 		– Sell
-5,495
Closed -$237K – 463
2023
Q4 		$237K Sell
5,495
-1,223
-18% -$47.4K 0.05% 248
2023
Q3 		$237K Sell
6,718
-9,357
-58% -$375K 0.03% 253
2023
Q2 		$688K Buy
16,075
+11,235
+232% +$483K 0.13% 57
2023
Q1 		$214K Buy
+4,840
New +$220K 0.07% 151

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Kapitalo Investimentos's NNN Position: Q1 2024 in Review

Kapitalo Investimentos sold out of NNN REIT (NNN) in Q1 2024, closing a stake of 5,495 shares — an estimated $237K sold.

Kapitalo Investimentos first reported a position in NNN in Q1 2023 and held it in 4 quarters. The position peaked at $688K in Q2 2023. 449 funds tracked by Wall St. Rank hold NNN as of Q1 2024.

  • Kapitalo Investimentos reported no remaining NNN REIT position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 5,495 NNN REIT shares in Q1 2024, an estimated $237K.
  • Kapitalo Investimentos first reported a position in NNN REIT in Q1 2023 and held it in 4 quarters.
  • Kapitalo Investimentos's NNN REIT position peaked at $688K in Q2 2023.
  • 449 funds tracked by Wall St. Rank held NNN REIT as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.