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Plante Moran Financial Advisors’s NNN REIT NNN Stock Holding History

Plante Moran Financial Advisors’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
-290
Closed -$12.4K – 848
2024
Q1 		$12.4K Buy
+290
New +$12.1K ﹤0.01% 572
2021
Q1 		– Sell
-95
Closed -$4K – 1082
2020
Q4 		$4K Buy
+95
New +$3.58K ﹤0.01% 722
2016
Q1 		– Sell
-175
Closed -$7K – 972
2015
Q4 		$7K Buy
+175
New +$6.67K 0.01% 649

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Plante Moran Financial Advisors's NNN Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of NNN REIT (NNN) in Q2 2024, closing a stake of 290 shares — an estimated $12.4K sold.

Plante Moran Financial Advisors first reported a position in NNN in Q4 2015 and held it in 3 quarters. The position peaked at $12.4K in Q1 2024. 458 funds tracked by Wall St. Rank hold NNN as of Q2 2024.

  • Plante Moran Financial Advisors reported no remaining NNN REIT position as of Q2 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 290 NNN REIT shares in Q2 2024, an estimated $12.4K.
  • Plante Moran Financial Advisors first reported a position in NNN REIT in Q4 2015 and held it in 3 quarters.
  • Plante Moran Financial Advisors's NNN REIT position peaked at $12.4K in Q1 2024.
  • 458 funds tracked by Wall St. Rank held NNN REIT as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.