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Merit Investment Management’s NNN REIT NNN Stock Holding History

Merit Investment 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
2013
Q4 		– Sell
-138,121
Closed -$4.38M – 46
2013
Q3 		$4.38M Buy
+138,121
New +$4.6M 5.27% 5

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DCMA
Daiwa Capital Markets America New York $11.8B AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Merit Investment Management's NNN Position: Q4 2013 in Review

Merit Investment Management sold out of NNN REIT (NNN) in Q4 2013, closing a stake of 138,121 shares — an estimated $4.38M sold.

Merit Investment Management first reported a position in NNN in Q3 2013 and held it in 1 quarter. The position peaked at $4.38M in Q3 2013. 245 funds tracked by Wall St. Rank hold NNN as of Q4 2013.

  • Merit Investment Management reported no remaining NNN REIT position as of Q4 2013 after selling out during the quarter.
  • Merit Investment Management sold 138,121 NNN REIT shares in Q4 2013, an estimated $4.38M.
  • Merit Investment Management first reported a position in NNN REIT in Q3 2013 and held it in 1 quarter.
  • Merit Investment Management's NNN REIT position peaked at $4.38M in Q3 2013.
  • 245 funds tracked by Wall St. Rank held NNN REIT as of Q4 2013.

Based on Merit Investment Management's 13F filing for Q4 2013, filed 11 Feb 2014.