Meritage Portfolio Management’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Sell |
79,057
-1,942
| -2% | -$83.9K | 0.22% | 129 |
|
|
2025
Q1 | $3.45M | Buy |
80,999
+23,874
| +42% | +$1.02M | 0.23% | 127 |
|
|
2024
Q4 | $2.33M | Sell |
57,125
-4,413
| -7% | -$180K | 0.14% | 155 |
|
|
2024
Q3 | $2.98M | Sell |
61,538
-2,415
| -4% | -$117K | 0.18% | 155 |
|
|
2024
Q2 | $2.72M | Sell |
63,953
-1,237
| -2% | -$52.7K | 0.17% | 152 |
|
|
2024
Q1 | $2.79M | Buy |
+65,190
| New | +$2.79M | 0.18% | 153 |
|
|
2022
Q3 | – | Sell |
-89,495
| Closed | -$3.85M | – | 325 |
|
|
2022
Q2 | $3.85M | Buy |
89,495
+1,660
| +2% | +$71.4K | 0.3% | 111 |
|
|
2022
Q1 | $3.95M | Buy |
87,835
+35,234
| +67% | +$1.58M | 0.24% | 120 |
|
|
2021
Q4 | $2.53M | Sell |
52,601
-3,859
| -7% | -$186K | 0.14% | 148 |
|
|
2021
Q3 | $2.44M | Buy |
+56,460
| New | +$2.44M | 0.15% | 150 |
|