Moran Wealth Management’s NNN REIT NNN Stock Holding History

Moran Wealth 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
2023 Q4	–	Sell	-34,794	Closed	-$1.23M	–	444
2023 Q3	$1.23M	Buy	+34,794	New	+$1.4M	0.05%	246

Other funds holding NNN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moran Wealth Management's NNN Position: Q4 2023 in Review

Moran Wealth Management sold out of NNN REIT (NNN) in Q4 2023, closing a stake of 34,794 shares — an estimated $1.23M sold.

Moran Wealth Management first reported a position in NNN in Q3 2023 and held it in 1 quarter. The position peaked at $1.23M in Q3 2023. 444 funds tracked by Wall St. Rank hold NNN as of Q4 2023.

Moran Wealth Management reported no remaining NNN REIT position as of Q4 2023 after selling out during the quarter.
Moran Wealth Management sold 34,794 NNN REIT shares in Q4 2023, an estimated $1.23M.
Moran Wealth Management first reported a position in NNN REIT in Q3 2023 and held it in 1 quarter.
Moran Wealth Management's NNN REIT position peaked at $1.23M in Q3 2023.
444 funds tracked by Wall St. Rank held NNN REIT as of Q4 2023.

Based on Moran Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.