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PFG Private Wealth Management’s NNN REIT NNN Stock Holding History

PFG Private 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
Q1 		– Sell
-73
Closed -$3K – 357
2022
Q4 		$3K Hold
73
– – ﹤0.01% 270
2022
Q3 		$3K Hold
73
– – ﹤0.01% 273
2022
Q2 		$3K Hold
73
– – ﹤0.01% 266
2022
Q1 		$3K Hold
73
– – ﹤0.01% 260
2021
Q4 		$4K Hold
73
– – ﹤0.01% 244
2021
Q3 		$3K Buy
+73
New +$3.43K ﹤0.01% 255

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

PFG Private Wealth Management's NNN Position: Q1 2023 in Review

PFG Private Wealth Management sold out of NNN REIT (NNN) in Q1 2023, closing a stake of 73 shares — an estimated $3K sold.

PFG Private Wealth Management first reported a position in NNN in Q3 2021 and held it in 6 quarters. The position peaked at $4K in Q4 2021. 430 funds tracked by Wall St. Rank hold NNN as of Q1 2023.

  • PFG Private Wealth Management reported no remaining NNN REIT position as of Q1 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 73 NNN REIT shares in Q1 2023, an estimated $3K.
  • PFG Private Wealth Management first reported a position in NNN REIT in Q3 2021 and held it in 6 quarters.
  • PFG Private Wealth Management's NNN REIT position peaked at $4K in Q4 2021.
  • 430 funds tracked by Wall St. Rank held NNN REIT as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.