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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Key Financial Inc's NNN Position: Q3 2024 in Review

Key Financial Inc sold out of NNN REIT (NNN) in Q3 2024, closing a stake of 800 shares — an estimated $34.1K sold.

Key Financial Inc first reported a position in NNN in Q1 2020 and held it in 16 quarters. The position peaked at $39K in Q2 2021. 498 funds tracked by Wall St. Rank hold NNN as of Q3 2024.

Key Financial Inc reported no remaining NNN REIT position as of Q3 2024 after selling out during the quarter.
Key Financial Inc sold 800 NNN REIT shares in Q3 2024, an estimated $34.1K.
Key Financial Inc first reported a position in NNN REIT in Q1 2020 and held it in 16 quarters.
Key Financial Inc's NNN REIT position peaked at $39K in Q2 2021.
498 funds tracked by Wall St. Rank held NNN REIT as of Q3 2024.

Based on Key Financial Inc's 13F filing for Q3 2024, filed 29 Oct 2024.