Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s NNN REIT NNN Stock Holding History

Luther King Capital Management (LKCM)’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
2022
Q1 		– Sell
-7,243
Closed -$348K – 624
2021
Q4 		$348K Sell
7,243
-622
-8% -$28.5K ﹤0.01% 538
2021
Q3 		$340K Buy
7,865
+1,679
+27% +$79K ﹤0.01% 531
2021
Q2 		$290K Buy
+6,186
New +$290K ﹤0.01% 557

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PI
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JP Morgan Chase
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Luther King Capital Management (LKCM)'s NNN Position: Q1 2022 in Review

Luther King Capital Management (LKCM) sold out of NNN REIT (NNN) in Q1 2022, closing a stake of 7,243 shares — an estimated $348K sold.

Luther King Capital Management (LKCM) first reported a position in NNN in Q2 2021 and held it in 3 quarters. The position peaked at $348K in Q4 2021. 405 funds tracked by Wall St. Rank hold NNN as of Q1 2022.

  • Luther King Capital Management (LKCM) reported no remaining NNN REIT position as of Q1 2022 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 7,243 NNN REIT shares in Q1 2022, an estimated $348K.
  • Luther King Capital Management (LKCM) first reported a position in NNN REIT in Q2 2021 and held it in 3 quarters.
  • Luther King Capital Management (LKCM)'s NNN REIT position peaked at $348K in Q4 2021.
  • 405 funds tracked by Wall St. Rank held NNN REIT as of Q1 2022.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2022, filed 11 May 2022.