LifePlan Financial Group’s NNN REIT NNN Stock Holding History

LifePlan Financial Group’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
2020 Q3	$154K	Hold	4,457	–	–	0.07%	153
2020 Q2	$158K	Hold	4,457	–	–	0.07%	144
2020 Q1	$143K	Hold	4,457	–	–	0.08%	136
2019 Q4	$239K	Hold	4,457	–	–	0.11%	121
2019 Q3	$251K	Hold	4,457	–	–	0.12%	118
2019 Q2	$236K	Hold	4,457	–	–	0.11%	119
2019 Q1	$247K	Hold	4,457	–	–	0.13%	111
2018 Q4	$216K	Hold	4,457	–	–	0.13%	116
2018 Q3	$200K	Hold	4,457	–	–	0.11%	123
2018 Q2	$196K	Hold	4,457	–	–	0.11%	120
2018 Q1	$175K	Buy	+4,457	New	+$174K	0.1%	119

Other funds holding NNN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LifePlan Financial Group's NNN Position: Q3 2020 in Review

LifePlan Financial Group held its NNN REIT (NNN) position steady in Q3 2020 at 4,457 shares worth $154K. The position accounts for 0.07% of the portfolio, ranked #153.

LifePlan Financial Group first reported a position in NNN in Q1 2018 and has held it in 11 quarters since. The position peaked at $251K in Q3 2019. 363 funds tracked by Wall St. Rank hold NNN as of Q3 2020.

LifePlan Financial Group held 4,457 shares of NNN REIT worth $154K as of Q3 2020.
LifePlan Financial Group left its NNN REIT share count unchanged in Q3 2020.
NNN REIT made up 0.07% of LifePlan Financial Group's portfolio in Q3 2020, its #153 holding.
LifePlan Financial Group first reported a position in NNN REIT in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's NNN REIT position peaked at $251K in Q3 2019.
363 funds tracked by Wall St. Rank held NNN REIT as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.