Moisand Fitzgerald Tamayo’s NNN REIT NNN Stock Holding History

Moisand Fitzgerald Tamayo’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
2026 Q2	$4.05K	Hold	87	–	–	﹤0.01%	454
2026 Q1	$3.66K	Hold	87	–	–	﹤0.01%	433
2025 Q4	$3.45K	Hold	87	–	–	﹤0.01%	437
2025 Q3	$3.7K	Hold	87	–	–	﹤0.01%	460
2025 Q2	$3.76K	Hold	87	–	–	﹤0.01%	440
2025 Q1	$3.71K	Hold	87	–	–	﹤0.01%	437
2024 Q4	$3.55K	Sell	87 -18	-17%	-$797	﹤0.01%	454
2024 Q3	$5.09K	Sell	105 -194	-65%	-$8.97K	﹤0.01%	431
2024 Q2	$12.7K	Hold	299	–	–	﹤0.01%	289
2024 Q1	$12.8K	Hold	299	–	–	﹤0.01%	289
2023 Q4	$12.9K	Sell	299 -182	-38%	-$7.05K	﹤0.01%	307
2023 Q3	$17K	Hold	481	–	–	﹤0.01%	273
2023 Q2	$20.6K	Hold	481	–	–	﹤0.01%	249
2023 Q1	$21.2K	Hold	481	–	–	﹤0.01%	252
2022 Q4	$22K	Hold	481	–	–	0.01%	242
2022 Q3	$19K	Hold	481	–	–	0.01%	231
2022 Q2	$21K	Buy	481 +182	+61%	+$8.01K	0.01%	223
2022 Q1	$13K	Sell	299 -182	-38%	-$8.01K	0.01%	165
2021 Q4	$23K	Hold	481	–	–	0.01%	202
2021 Q3	$21K	Hold	481	–	–	0.01%	195
2021 Q2	$23K	Hold	481	–	–	0.01%	197
2021 Q1	$21K	Hold	481	–	–	0.01%	167
2020 Q4	$20K	Hold	481	–	–	0.01%	172
2020 Q3	$17K	Hold	481	–	–	0.01%	169
2020 Q2	$17K	Hold	481	–	–	0.01%	160
2020 Q1	$15K	Hold	481	–	–	0.01%	162
2019 Q4	$26K	Sell	481 -128	-21%	-$7.11K	0.01%	149
2019 Q3	$34K	Hold	609	–	–	0.02%	135
2019 Q2	$32K	Hold	609	–	–	0.02%	135
2019 Q1	$34K	Hold	609	–	–	0.02%	134
2018 Q4	$30K	Sell	609 -60	-9%	-$2.86K	0.02%	133
2018 Q3	$30K	Hold	669	–	–	0.02%	145
2018 Q2	$29K	Hold	669	–	–	0.02%	142
2018 Q1	$26K	Hold	669	–	–	0.02%	153
2017 Q4	$29K	Hold	669	–	–	0.02%	127
2017 Q3	$28K	Buy	+669	New	+$27.3K	0.02%	140
2016 Q2	–	Sell	-953	Closed	-$44K	–	150
2016 Q1	$44K	Sell	953 -72	-7%	-$3.13K	0.04%	98
2015 Q4	$41K	Buy	+1,025	New	+$39K	0.04%	96

Other funds holding NNN

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return