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Planning Capital Management Corporation’s NNN REIT NNN Stock Holding History

Planning Capital Management Corporation’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
Q2 		– Sell
-32
Closed -$1.37K – 745
2024
Q1 		$1.37K Buy
+32
New +$1.33K ﹤0.01% 594

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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Planning Capital Management Corporation's NNN Position: Q2 2024 in Review

Planning Capital Management Corporation sold out of NNN REIT (NNN) in Q2 2024, closing a stake of 32 shares — an estimated $1.37K sold.

Planning Capital Management Corporation first reported a position in NNN in Q1 2024 and held it in 1 quarter. The position peaked at $1.37K in Q1 2024. 457 funds tracked by Wall St. Rank hold NNN as of Q2 2024.

  • Planning Capital Management Corporation reported no remaining NNN REIT position as of Q2 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 32 NNN REIT shares in Q2 2024, an estimated $1.37K.
  • Planning Capital Management Corporation first reported a position in NNN REIT in Q1 2024 and held it in 1 quarter.
  • Planning Capital Management Corporation's NNN REIT position peaked at $1.37K in Q1 2024.
  • 457 funds tracked by Wall St. Rank held NNN REIT as of Q2 2024.

Based on Planning Capital Management Corporation's 13F filing for Q2 2024, filed 12 Aug 2024.