PS
NLOP

Planned Solutions’s Net Lease Office Properties NLOP Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-110
Closed -$3.37K – 451
2024
Q3 		$3.37K Buy
+110
New +$3.17K ﹤0.01% 523
2024
Q1 		– Sell
-110
Closed -$2.03K – 387
2023
Q4 		$2.03K Buy
+110
New +$1.83K ﹤0.01% 506

Other funds holding NLOP

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
AVI
Asset Value Investors London, United Kingdom $99.6M AUM 10.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CP
Castalian Partners Excelsior, Minnesota $7.36M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Planned Solutions's NLOP Position: Q4 2024 in Review

Planned Solutions sold out of Net Lease Office Properties (NLOP) in Q4 2024, closing a stake of 110 shares — an estimated $3.37K sold.

Planned Solutions first reported a position in NLOP in Q4 2023 and held it in 2 quarters. The position peaked at $3.37K in Q3 2024. 276 funds tracked by Wall St. Rank hold NLOP as of Q4 2024.

  • Planned Solutions reported no remaining Net Lease Office Properties position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 110 Net Lease Office Properties shares in Q4 2024, an estimated $3.37K.
  • Planned Solutions first reported a position in Net Lease Office Properties in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Net Lease Office Properties position peaked at $3.37K in Q3 2024.
  • 276 funds tracked by Wall St. Rank held Net Lease Office Properties as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.