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Kore Private Wealth’s NNN REIT NNN Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-3,760
Closed -$133K – 809
2020
Q2 		$133K Hold
3,760
– – 0.03% 292
2020
Q1 		$121K Hold
3,760
– – 0.03% 285
2019
Q4 		$202K Hold
3,760
– – 0.04% 242
2019
Q3 		$212K Sell
3,760
-730
-16% -$39.7K 0.05% 206
2019
Q2 		$238K Buy
4,490
+940
+26% +$50.2K 0.05% 195
2019
Q1 		$197K Buy
+3,550
New +$184K 0.04% 207

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Kore Private Wealth's NNN Position: Q3 2020 in Review

Kore Private Wealth sold out of NNN REIT (NNN) in Q3 2020, closing a stake of 3,760 shares — an estimated $133K sold.

Kore Private Wealth first reported a position in NNN in Q1 2019 and held it in 6 quarters. The position peaked at $238K in Q2 2019. 363 funds tracked by Wall St. Rank hold NNN as of Q3 2020.

  • Kore Private Wealth reported no remaining NNN REIT position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 3,760 NNN REIT shares in Q3 2020, an estimated $133K.
  • Kore Private Wealth first reported a position in NNN REIT in Q1 2019 and held it in 6 quarters.
  • Kore Private Wealth's NNN REIT position peaked at $238K in Q2 2019.
  • 363 funds tracked by Wall St. Rank held NNN REIT as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.