NFSG
NNN icon

Newbridge Financial Services Group’s NNN REIT NNN Stock Holding History

Newbridge Financial Services Group’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
2025
Q1 		– Sell
-1,500
Closed -$61.3K – 1118
2024
Q4 		$61.3K Buy
+1,500
New +$66.4K 0.02% 356
2024
Q3 		– Sell
-2,426
Closed -$103K – 948
2024
Q2 		$103K Sell
2,426
-5,589
-70% -$233K 0.04% 261
2024
Q1 		$343K Buy
8,015
+3,108
+63% +$129K 0.15% 129
2023
Q4 		$211K Buy
4,907
+3,179
+184% +$123K 0.1% 182
2023
Q3 		$61.1K Buy
1,728
+4
+0.2% +$160 0.03% 371
2023
Q2 		$73.8K Buy
1,724
+2
+0.1% +$86 0.04% 367
2023
Q1 		$76K Buy
1,722
+117
+7% +$5.33K 0.04% 369
2022
Q4 		$73.5K Sell
1,605
-528
-25% -$23K 0.04% 370
2022
Q3 		$85K Buy
2,133
+2
+0.1% +$90 0.05% 318
2022
Q2 		$92K Buy
2,131
+1,219
+134% +$53.6K 0.06% 280
2022
Q1 		$41K Buy
912
+3
+0.3% +$132 0.02% 532
2021
Q4 		$44K Buy
909
+202
+29% +$9.27K 0.02% 500
2021
Q3 		$31K Buy
707
+2
+0.3% +$94 0.02% 545
2021
Q2 		$33K Buy
705
+3
+0.4% +$140 0.02% 578
2021
Q1 		$31K Buy
702
+2
+0.3% +$84 0.02% 566
2020
Q4 		$29K Buy
+700
New +$26.4K 0.02% 456

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return