Kings Point Capital Management’s NNN REIT NNN Stock Holding History

Kings Point Capital 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
2021 Q3	–	Sell	-1,638	Closed	-$77K	–	590
2021 Q2	$77K	Buy	1,638 +638	+64%	+$29.9K	0.01%	302
2021 Q1	$44K	Hold	1,000	–	–	﹤0.01%	349
2020 Q4	$41K	Hold	1,000	–	–	﹤0.01%	338
2020 Q3	$35K	Buy	+1,000	New	+$35.7K	﹤0.01%	346
2019 Q4	–	Sell	-200	Closed	-$11K	–	503
2019 Q3	$11K	Buy	+200	New	+$10.9K	﹤0.01%	471
2017 Q4	–	Sell	-1,540	Closed	-$64K	–	394
2017 Q3	$64K	Buy	+1,540	New	+$62.9K	0.01%	202

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Kings Point Capital Management's NNN Position: Q3 2021 in Review

Kings Point Capital Management sold out of NNN REIT (NNN) in Q3 2021, closing a stake of 1,638 shares — an estimated $77K sold.

Kings Point Capital Management first reported a position in NNN in Q3 2017 and held it in 6 quarters. The position peaked at $77K in Q2 2021. 404 funds tracked by Wall St. Rank hold NNN as of Q3 2021.

Kings Point Capital Management reported no remaining NNN REIT position as of Q3 2021 after selling out during the quarter.
Kings Point Capital Management sold 1,638 NNN REIT shares in Q3 2021, an estimated $77K.
Kings Point Capital Management first reported a position in NNN REIT in Q3 2017 and held it in 6 quarters.
Kings Point Capital Management's NNN REIT position peaked at $77K in Q2 2021.
404 funds tracked by Wall St. Rank held NNN REIT as of Q3 2021.

Based on Kings Point Capital Management's 13F filing for Q3 2021, filed 12 Nov 2021.