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McGlone Suttner Wealth Management’s NNN REIT NNN Stock Holding History

McGlone Suttner Wealth Management’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
Q1 		– Sell
-59
Closed -$2.53K – 568
2023
Q4 		$2.53K Buy
+59
New +$2.29K ﹤0.01% 655

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

McGlone Suttner Wealth Management's NNN Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of NNN REIT (NNN) in Q1 2024, closing a stake of 59 shares — an estimated $2.53K sold.

McGlone Suttner Wealth Management first reported a position in NNN in Q4 2023 and held it in 1 quarter. The position peaked at $2.53K in Q4 2023. 449 funds tracked by Wall St. Rank hold NNN as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining NNN REIT position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 59 NNN REIT shares in Q1 2024, an estimated $2.53K.
  • McGlone Suttner Wealth Management first reported a position in NNN REIT in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's NNN REIT position peaked at $2.53K in Q4 2023.
  • 449 funds tracked by Wall St. Rank held NNN REIT as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.