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Legacy Investment Solutions’s NNN REIT NNN Stock Holding History

Legacy Investment Solutions’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
2024
Q4 		– Sell
-232
Closed -$9.83K – 797
2024
Q3 		$9.83K Buy
+232
New +$10.7K 0.01% 317

Other funds holding NNN

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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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legacy Investment Solutions's NNN Position: Q4 2024 in Review

Legacy Investment Solutions sold out of NNN REIT (NNN) in Q4 2024, closing a stake of 232 shares — an estimated $9.83K sold.

Legacy Investment Solutions first reported a position in NNN in Q3 2024 and held it in 1 quarter. The position peaked at $9.83K in Q3 2024. 488 funds tracked by Wall St. Rank hold NNN as of Q4 2024.

  • Legacy Investment Solutions reported no remaining NNN REIT position as of Q4 2024 after selling out during the quarter.
  • Legacy Investment Solutions sold 232 NNN REIT shares in Q4 2024, an estimated $9.83K.
  • Legacy Investment Solutions first reported a position in NNN REIT in Q3 2024 and held it in 1 quarter.
  • Legacy Investment Solutions's NNN REIT position peaked at $9.83K in Q3 2024.
  • 488 funds tracked by Wall St. Rank held NNN REIT as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.