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Lee Financial’s NNN REIT NNN Stock Holding History

Lee Financial’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 		– Sell
-70
Closed -$3.2K – 901
2022
Q4 		$3.2K Hold
70
– – ﹤0.01% 608
2022
Q3 		$3K Sell
70
-240
-77% -$10.8K ﹤0.01% 629
2022
Q2 		$13K Buy
310
+110
+55% +$4.84K ﹤0.01% 408
2022
Q1 		$9K Buy
+200
New +$8.81K ﹤0.01% 453

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

Lee Financial's NNN Position: Q1 2023 in Review

Lee Financial sold out of NNN REIT (NNN) in Q1 2023, closing a stake of 70 shares — an estimated $3.2K sold.

Lee Financial first reported a position in NNN in Q1 2022 and held it in 4 quarters. The position peaked at $13K in Q2 2022. 432 funds tracked by Wall St. Rank hold NNN as of Q1 2023.

  • Lee Financial reported no remaining NNN REIT position as of Q1 2023 after selling out during the quarter.
  • Lee Financial sold 70 NNN REIT shares in Q1 2023, an estimated $3.2K.
  • Lee Financial first reported a position in NNN REIT in Q1 2022 and held it in 4 quarters.
  • Lee Financial's NNN REIT position peaked at $13K in Q2 2022.
  • 432 funds tracked by Wall St. Rank held NNN REIT as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.