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Realta Investment Advisors’s NNN REIT NNN Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-1,008
Closed -$52K – 1007
2019
Q4 		$52K Sell
1,008
-572
-36% -$31.8K 0.01% 651
2019
Q3 		$85K Sell
1,580
-329
-17% -$17.9K 0.02% 538
2019
Q2 		$100K Buy
1,909
+299
+19% +$16K 0.03% 501
2019
Q1 		$86K Buy
+1,610
New +$83.4K 0.04% 426

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Realta Investment Advisors's NNN Position: Q1 2020 in Review

Realta Investment Advisors sold out of NNN REIT (NNN) in Q1 2020, closing a stake of 1,008 shares — an estimated $52K sold.

Realta Investment Advisors first reported a position in NNN in Q1 2019 and held it in 4 quarters. The position peaked at $100K in Q2 2019. 379 funds tracked by Wall St. Rank hold NNN as of Q1 2020.

  • Realta Investment Advisors reported no remaining NNN REIT position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 1,008 NNN REIT shares in Q1 2020, an estimated $52K.
  • Realta Investment Advisors first reported a position in NNN REIT in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's NNN REIT position peaked at $100K in Q2 2019.
  • 379 funds tracked by Wall St. Rank held NNN REIT as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.