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Measured Wealth Private Client Group’s NNN REIT NNN Stock Holding History

Measured Wealth Private Client 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
2023
Q3 		– Sell
-14,320
Closed -$613K – 179
2023
Q2 		$613K Buy
14,320
+2,115
+17% +$91K 0.23% 66
2023
Q1 		$539K Buy
12,205
+4,534
+59% +$206K 0.21% 75
2022
Q4 		$351K Buy
+7,671
New +$334K 0.14% 99

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Measured Wealth Private Client Group's NNN Position: Q3 2023 in Review

Measured Wealth Private Client Group sold out of NNN REIT (NNN) in Q3 2023, closing a stake of 14,320 shares — an estimated $613K sold.

Measured Wealth Private Client Group first reported a position in NNN in Q4 2022 and held it in 3 quarters. The position peaked at $613K in Q2 2023. 408 funds tracked by Wall St. Rank hold NNN as of Q3 2023.

  • Measured Wealth Private Client Group reported no remaining NNN REIT position as of Q3 2023 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 14,320 NNN REIT shares in Q3 2023, an estimated $613K.
  • Measured Wealth Private Client Group first reported a position in NNN REIT in Q4 2022 and held it in 3 quarters.
  • Measured Wealth Private Client Group's NNN REIT position peaked at $613K in Q2 2023.
  • 408 funds tracked by Wall St. Rank held NNN REIT as of Q3 2023.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2023, filed 18 Oct 2023.