KFI
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Key Financial Inc’s NNN REIT NNN Stock Holding History

Key Financial Inc’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
Q3 		– Sell
-800
Closed -$34.1K – 1361
2024
Q2 		$34.1K Hold
800
– – 0.01% 534
2024
Q1 		$34.2K Hold
800
– – 0.01% 499
2023
Q4 		$34.5K Hold
800
– – 0.01% 488
2023
Q3 		$28.3K Hold
800
– – 0.01% 492
2023
Q2 		$34.2K Hold
800
– – 0.01% 472
2023
Q1 		$35.3K Hold
800
– – 0.01% 448
2022
Q4 		$31.9K Hold
800
– – 0.02% 430
2022
Q3 		$32K Hold
800
– – 0.02% 434
2022
Q2 		$36K Hold
800
– – 0.02% 415
2022
Q1 		$36K Hold
800
– – 0.02% 402
2021
Q4 		$38K Hold
800
– – 0.02% 384
2021
Q3 		$35K Hold
800
– – 0.02% 389
2021
Q2 		$39K Hold
800
– – 0.02% 384
2021
Q1 		$35K Hold
800
– – 0.02% 329
2020
Q4 		$33K Buy
+800
New +$30.1K 0.02% 307
2020
Q2 		– Sell
-800
Closed -$26K – 439
2020
Q1 		$26K Buy
+800
New +$40.2K 0.03% 302

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return