LPL Financial
NLOP icon

LPL Financial’s Net Lease Office Properties NLOP Stock Holding History

LPL Financial’s Portfolio NLOP Stock Details NLOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$442K Sell
44,736
-31,010
-41% -$348K ﹤0.01% 5206
2026
Q2 		$843K Sell
75,746
-17,619
-19% -$212K ﹤0.01% 4562
2026
Q1 		$1.08M Buy
93,365
+58,713
+169% +$987K ﹤0.01% 4117
2025
Q4 		$894K Buy
34,652
+291
+0.8% +$8.23K ﹤0.01% 4189
2025
Q3 		$1.02M Buy
34,361
+6,365
+23% +$200K ﹤0.01% 3988
2025
Q2 		$911K Buy
27,996
+1,576
+6% +$48.2K ﹤0.01% 3834
2025
Q1 		$829K Buy
26,420
+305
+1% +$9.6K ﹤0.01% 3723
2024
Q4 		$815K Sell
26,115
-1,532
-6% -$47.6K ﹤0.01% 3677
2024
Q3 		$847K Sell
27,647
-1,892
-6% -$54.5K ﹤0.01% 3545
2024
Q2 		$727K Sell
29,539
-1,758
-6% -$41.6K ﹤0.01% 3541
2024
Q1 		$745K Sell
31,297
-9,233
-23% -$218K ﹤0.01% 3441
2023
Q4 		$749K Buy
+40,530
New +$675K ﹤0.01% 3315

Other funds holding NLOP

Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial's NLOP Position: Q3 2026 in Review

LPL Financial reduced its Net Lease Office Properties (NLOP) stake by 41% in Q3 2026, selling an estimated $348K and leaving 44,736 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #5206.

LPL Financial first reported a position in NLOP in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.08M in Q1 2026. 107 funds tracked by Wall St. Rank hold NLOP as of Q3 2026.

  • LPL Financial held 44,736 shares of Net Lease Office Properties worth $442K as of Q3 2026.
  • LPL Financial sold 31,010 Net Lease Office Properties shares in Q3 2026, an estimated $348K.
  • Net Lease Office Properties made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5206 holding.
  • LPL Financial first reported a position in Net Lease Office Properties in Q4 2023 and has held it in 12 quarters since.
  • LPL Financial's Net Lease Office Properties position peaked at $1.08M in Q1 2026.
  • 107 funds tracked by Wall St. Rank held Net Lease Office Properties as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.