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My Legacy Advisors’s NNN REIT NNN Stock Holding History

My Legacy Advisors’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
Q4 		– Sell
-8,473
Closed -$411K – 201
2024
Q3 		$411K Sell
8,473
-1,665
-16% -$77K 0.16% 145
2024
Q2 		$432K Buy
10,138
+190
+2% +$7.91K 0.14% 160
2024
Q1 		$425K Sell
9,948
-55
-0.5% -$2.29K 0.14% 165
2023
Q4 		$432K Sell
10,003
-200
-2% -$7.75K 0.16% 159
2023
Q3 		$361K Sell
10,203
-8,533
-46% -$342K 0.15% 162
2023
Q2 		$810K Buy
18,736
+1,605
+9% +$69.1K 0.32% 94
2023
Q1 		$743K Buy
17,131
+1,119
+7% +$50.9K 0.32% 110
2022
Q4 		$756K Buy
16,012
+217
+1% +$9.44K 0.32% 112
2022
Q3 		$609K Buy
15,795
+1,287
+9% +$58.1K 0.31% 120
2022
Q2 		$650K Sell
14,508
-41
-0.3% -$1.8K 0.33% 119
2022
Q1 		$654K Buy
+14,549
New +$641K 0.3% 114

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

My Legacy Advisors's NNN Position: Q4 2024 in Review

My Legacy Advisors sold out of NNN REIT (NNN) in Q4 2024, closing a stake of 8,473 shares — an estimated $411K sold.

My Legacy Advisors first reported a position in NNN in Q1 2022 and held it in 11 quarters. The position peaked at $810K in Q2 2023. 488 funds tracked by Wall St. Rank hold NNN as of Q4 2024.

  • My Legacy Advisors reported no remaining NNN REIT position as of Q4 2024 after selling out during the quarter.
  • My Legacy Advisors sold 8,473 NNN REIT shares in Q4 2024, an estimated $411K.
  • My Legacy Advisors first reported a position in NNN REIT in Q1 2022 and held it in 11 quarters.
  • My Legacy Advisors's NNN REIT position peaked at $810K in Q2 2023.
  • 488 funds tracked by Wall St. Rank held NNN REIT as of Q4 2024.

Based on My Legacy Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.