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Mirabella Financial Services’s NNN REIT NNN Stock Holding History

Mirabella Financial Services’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
Q3 		– Sell
-17,667
Closed -$753K – 368
2024
Q2 		$753K Sell
17,667
-4,614
-21% -$192K 0.05% 200
2024
Q1 		$952K Buy
22,281
+16,774
+305% +$698K 0.07% 194
2023
Q4 		$237K Buy
+5,507
New +$213K 0.03% 326
2023
Q3 		– Sell
-9,521
Closed -$407K – 549
2023
Q2 		$407K Sell
9,521
-2,942
-24% -$127K 0.04% 321
2023
Q1 		$550K Buy
+12,463
New +$567K 0.08% 197
2022
Q4 		– Sell
-8,143
Closed -$318K – 477
2022
Q3 		$318K Buy
+8,143
New +$367K 0.03% 213
2022
Q2 		– Sell
-4,471
Closed -$201K – 636
2022
Q1 		$201K Sell
4,471
-8,609
-66% -$379K 0.02% 403
2021
Q4 		$629K Buy
13,080
+8,440
+182% +$387K 0.06% 207
2021
Q3 		$200K Buy
+4,640
New +$218K 0.03% 403

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mirabella Financial Services's NNN Position: Q3 2024 in Review

Mirabella Financial Services sold out of NNN REIT (NNN) in Q3 2024, closing a stake of 17,667 shares — an estimated $753K sold.

Mirabella Financial Services first reported a position in NNN in Q3 2021 and held it in 9 quarters. The position peaked at $952K in Q1 2024. 499 funds tracked by Wall St. Rank hold NNN as of Q3 2024.

  • Mirabella Financial Services reported no remaining NNN REIT position as of Q3 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 17,667 NNN REIT shares in Q3 2024, an estimated $753K.
  • Mirabella Financial Services first reported a position in NNN REIT in Q3 2021 and held it in 9 quarters.
  • Mirabella Financial Services's NNN REIT position peaked at $952K in Q1 2024.
  • 499 funds tracked by Wall St. Rank held NNN REIT as of Q3 2024.

Based on Mirabella Financial Services's 13F filing for Q3 2024, filed 13 Nov 2024.