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Kingswood Wealth Advisors’s NNN REIT NNN Stock Holding History

Kingswood Wealth Advisors’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
2025
Q1 		– Sell
-12,901
Closed -$527K – 798
2024
Q4 		$527K Buy
+12,901
New +$571K 0.04% 421

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
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
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

Kingswood Wealth Advisors's NNN Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of NNN REIT (NNN) in Q1 2025, closing a stake of 12,901 shares — an estimated $527K sold.

Kingswood Wealth Advisors first reported a position in NNN in Q4 2024 and held it in 1 quarter. The position peaked at $527K in Q4 2024. 481 funds tracked by Wall St. Rank hold NNN as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining NNN REIT position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 12,901 NNN REIT shares in Q1 2025, an estimated $527K.
  • Kingswood Wealth Advisors first reported a position in NNN REIT in Q4 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's NNN REIT position peaked at $527K in Q4 2024.
  • 481 funds tracked by Wall St. Rank held NNN REIT as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.