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LGT Financial Advisors’s NNN REIT NNN Stock Holding History

LGT Financial Advisors’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
-178
Closed -$8.63K – 756
2024
Q3 		$8.63K Hold
178
– – 0.02% 446
2024
Q2 		$7.58K Hold
178
– – 0.02% 524
2024
Q1 		$7.61K Buy
178
+113
+174% +$4.7K 0.01% 536
2023
Q4 		$2.8K Buy
+65
New +$2.52K ﹤0.01% 747

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
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

LGT Financial Advisors's NNN Position: Q4 2024 in Review

LGT Financial Advisors sold out of NNN REIT (NNN) in Q4 2024, closing a stake of 178 shares — an estimated $8.63K sold.

LGT Financial Advisors first reported a position in NNN in Q4 2023 and held it in 4 quarters. The position peaked at $8.63K in Q3 2024. 488 funds tracked by Wall St. Rank hold NNN as of Q4 2024.

  • LGT Financial Advisors reported no remaining NNN REIT position as of Q4 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 178 NNN REIT shares in Q4 2024, an estimated $8.63K.
  • LGT Financial Advisors first reported a position in NNN REIT in Q4 2023 and held it in 4 quarters.
  • LGT Financial Advisors's NNN REIT position peaked at $8.63K in Q3 2024.
  • 488 funds tracked by Wall St. Rank held NNN REIT as of Q4 2024.

Based on LGT Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.