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Planned Solutions’s NNN REIT NNN Stock Holding History

Planned Solutions’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
-256
Closed -$12.4K – 453
2024
Q3 		$12.4K Buy
+256
New +$11.8K 0.01% 428
2024
Q1 		– Sell
-256
Closed -$11K – 389
2023
Q4 		$11K Buy
+256
New +$9.91K 0.01% 410
2021
Q1 		– Sell
-256
Closed -$10K – 289
2020
Q4 		$10K Hold
256
– – 0.01% 331
2020
Q3 		$9K Buy
+256
New +$9.15K 0.01% 263

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

Planned Solutions's NNN Position: Q4 2024 in Review

Planned Solutions sold out of NNN REIT (NNN) in Q4 2024, closing a stake of 256 shares — an estimated $12.4K sold.

Planned Solutions first reported a position in NNN in Q3 2020 and held it in 4 quarters. The position peaked at $12.4K in Q3 2024. 488 funds tracked by Wall St. Rank hold NNN as of Q4 2024.

  • Planned Solutions reported no remaining NNN REIT position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 256 NNN REIT shares in Q4 2024, an estimated $12.4K.
  • Planned Solutions first reported a position in NNN REIT in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's NNN REIT position peaked at $12.4K in Q3 2024.
  • 488 funds tracked by Wall St. Rank held NNN REIT as of Q4 2024.

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