Principle Wealth Partners’s NNN REIT NNN Stock Holding History

Principle Wealth Partners’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
2025 Q1	–	Sell	-9,204	Closed	-$376K	–	345
2024 Q4	$376K	Buy	9,204 +420	+5%	+$18.6K	0.03%	258
2024 Q3	$426K	Hold	8,784	–	–	0.03%	247
2024 Q2	$374K	Hold	8,784	–	–	0.03%	249
2024 Q1	$375K	Buy	8,784 +3,374	+62%	+$140K	0.03%	253
2023 Q4	$233K	Buy	+5,410	New	+$210K	0.02%	307
2023 Q3	–	Sell	-6,310	Closed	-$270K	–	328
2023 Q2	$270K	Hold	6,310	–	–	0.03%	278
2023 Q1	$279K	Hold	6,310	–	–	0.03%	268
2022 Q4	$289K	Hold	6,310	–	–	0.03%	254
2022 Q3	$252	Hold	6,310	–	–	0.02%	254
2022 Q2	$271K	Hold	6,310	–	–	0.03%	258
2022 Q1	$284K	Hold	6,310	–	–	0.03%	269
2021 Q4	$303K	Buy	6,310 +655	+12%	+$30K	0.03%	260
2021 Q3	$244K	Hold	5,655	–	–	0.03%	282
2021 Q2	$265K	Buy	+5,655	New	+$265K	0.03%	274
2020 Q3	–	Sell	-2,990	Closed	-$106K	–	332
2020 Q2	$106K	Buy	+2,990	New	+$97.8K	0.03%	206

Other funds holding NNN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principle Wealth Partners's NNN Position: Q1 2025 in Review

Principle Wealth Partners sold out of NNN REIT (NNN) in Q1 2025, closing a stake of 9,204 shares — an estimated $376K sold.

Principle Wealth Partners first reported a position in NNN in Q2 2020 and held it in 15 quarters. The position peaked at $426K in Q3 2024. 481 funds tracked by Wall St. Rank hold NNN as of Q1 2025.

Principle Wealth Partners reported no remaining NNN REIT position as of Q1 2025 after selling out during the quarter.
Principle Wealth Partners sold 9,204 NNN REIT shares in Q1 2025, an estimated $376K.
Principle Wealth Partners first reported a position in NNN REIT in Q2 2020 and held it in 15 quarters.
Principle Wealth Partners's NNN REIT position peaked at $426K in Q3 2024.
481 funds tracked by Wall St. Rank held NNN REIT as of Q1 2025.

Based on Principle Wealth Partners's 13F filing for Q1 2025, filed 6 May 2025.