Pinnacle Wealth Planning Services’s Net Lease Office Properties NLOP Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio NLOP Stock Details NLOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.58K	Sell	160 -116	-42%	-$1.3K	﹤0.01%	2536
2026 Q2	$3.07K	Buy	276 +123	+80%	+$1.48K	﹤0.01%	2391
2026 Q1	$1.76K	Buy	153 +151	+7,550%	+$2.54K	﹤0.01%	2463
2025 Q4	$52	Buy	+2	New	+$57	﹤0.01%	2740

Other funds holding NLOP

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Pinnacle Wealth Planning Services's NLOP Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Net Lease Office Properties (NLOP) stake by 42% in Q3 2026, selling an estimated $1.3K and leaving 160 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #2536.

Pinnacle Wealth Planning Services first reported a position in NLOP in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.07K in Q2 2026. 75 funds tracked by Wall St. Rank hold NLOP as of Q3 2026.

Pinnacle Wealth Planning Services held 160 shares of Net Lease Office Properties worth $1.58K as of Q3 2026.
Pinnacle Wealth Planning Services sold 116 Net Lease Office Properties shares in Q3 2026, an estimated $1.3K.
Net Lease Office Properties made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2536 holding.
Pinnacle Wealth Planning Services first reported a position in Net Lease Office Properties in Q4 2025 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's Net Lease Office Properties position peaked at $3.07K in Q2 2026.
75 funds tracked by Wall St. Rank held Net Lease Office Properties as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.