Lido Advisors
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Lido Advisors’s NNN REIT NNN Stock Holding History

Lido 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
Q3 		– Sell
-14,790
Closed -$630K – 1528
2024
Q2 		$630K Sell
14,790
-1,686
-10% -$70.1K ﹤0.01% 848
2024
Q1 		$704K Sell
16,476
-8,352
-34% -$348K ﹤0.01% 774
2023
Q4 		$1.07M Sell
24,828
-15,958
-39% -$618K 0.01% 587
2023
Q3 		$1.44M Buy
40,786
+4,808
+13% +$193K 0.01% 447
2023
Q2 		$1.54M Sell
35,978
-13,656
-28% -$588K 0.01% 425
2023
Q1 		$2.19M Buy
49,634
+13,391
+37% +$609K 0.02% 330
2022
Q4 		$1.66M Buy
36,243
+9,714
+37% +$422K 0.02% 321
2022
Q3 		$1.06M Buy
26,529
+9,597
+57% +$433K 0.01% 356
2022
Q2 		$728K Buy
16,932
+9,284
+121% +$408K 0.01% 428
2022
Q1 		$343K Buy
+7,648
New +$337K ﹤0.01% 758

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lido Advisors's NNN Position: Q3 2024 in Review

Lido Advisors sold out of NNN REIT (NNN) in Q3 2024, closing a stake of 14,790 shares — an estimated $630K sold.

Lido Advisors first reported a position in NNN in Q1 2022 and held it in 10 quarters. The position peaked at $2.19M in Q1 2023. 498 funds tracked by Wall St. Rank hold NNN as of Q3 2024.

  • Lido Advisors reported no remaining NNN REIT position as of Q3 2024 after selling out during the quarter.
  • Lido Advisors sold 14,790 NNN REIT shares in Q3 2024, an estimated $630K.
  • Lido Advisors first reported a position in NNN REIT in Q1 2022 and held it in 10 quarters.
  • Lido Advisors's NNN REIT position peaked at $2.19M in Q1 2023.
  • 498 funds tracked by Wall St. Rank held NNN REIT as of Q3 2024.

Based on Lido Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.