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Leelyn Smith’s NNN REIT NNN Stock Holding History

Leelyn Smith’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
-390
Closed -$17.8K – 309
2022
Q4 		$17.8K Sell
390
-210
-35% -$9.13K ﹤0.01% 267
2022
Q3 		$24K Sell
600
-6,040
-91% -$273K 0.01% 211
2022
Q2 		$286K Buy
6,640
+3,320
+100% +$146K 0.07% 106
2022
Q1 		$149K Hold
3,320
– – 0.04% 128
2021
Q4 		$160K Hold
3,320
– – 0.04% 126
2021
Q3 		$143K Hold
3,320
– – 0.04% 128
2021
Q2 		$156K Hold
3,320
– – 0.05% 126
2021
Q1 		$146K Buy
3,320
+225
+7% +$9.43K 0.04% 137
2020
Q4 		$127K Sell
3,095
-1,030
-25% -$38.8K 0.04% 145
2020
Q3 		$142K Buy
4,125
+1,180
+40% +$42.2K 0.05% 139
2020
Q2 		$104K Hold
2,945
– – 0.04% 153
2020
Q1 		$95K Buy
2,945
+290
+11% +$14.6K 0.05% 141
2019
Q4 		$142 Buy
+2,655
New +$147K 0.07% 128

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