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Kula Investments’s NNN REIT NNN Stock Holding History

Kula Investments’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
2023
Q1 		$709K Buy
+16,068
New +$731K 0.17% 213

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Kula Investments's NNN Position: Q1 2023 in Review

Kula Investments opened a new position in NNN REIT (NNN) in Q1 2023: 16,068 shares worth $709K. The stake represents 0.17% of the portfolio and ranks #213 among its holdings.

432 funds tracked by Wall St. Rank hold NNN as of Q1 2023.

  • Kula Investments held 16,068 shares of NNN REIT worth $709K as of Q1 2023.
  • NNN REIT was a new Kula Investments position in Q1 2023.
  • NNN REIT made up 0.17% of Kula Investments's portfolio in Q1 2023, its #213 holding.
  • 432 funds tracked by Wall St. Rank held NNN REIT as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.