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Second Half Financial Partners’s NNN REIT NNN Stock Holding History

Second Half Financial 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
2024
Q2 		– Sell
-149,099
Closed -$6.37M – 59
2024
Q1 		$6.37M Sell
149,099
-797
-0.5% -$33.2K 2.83% 8
2023
Q4 		$6.46M Buy
149,896
+38,297
+34% +$1.48M 3.19% 8
2023
Q3 		$3.94M Buy
+111,599
New +$4.47M 1.96% 11

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
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

Second Half Financial Partners's NNN Position: Q2 2024 in Review

Second Half Financial Partners sold out of NNN REIT (NNN) in Q2 2024, closing a stake of 149,099 shares — an estimated $6.37M sold.

Second Half Financial Partners first reported a position in NNN in Q3 2023 and held it in 3 quarters. The position peaked at $6.46M in Q4 2023. 457 funds tracked by Wall St. Rank hold NNN as of Q2 2024.

  • Second Half Financial Partners reported no remaining NNN REIT position as of Q2 2024 after selling out during the quarter.
  • Second Half Financial Partners sold 149,099 NNN REIT shares in Q2 2024, an estimated $6.37M.
  • Second Half Financial Partners first reported a position in NNN REIT in Q3 2023 and held it in 3 quarters.
  • Second Half Financial Partners's NNN REIT position peaked at $6.46M in Q4 2023.
  • 457 funds tracked by Wall St. Rank held NNN REIT as of Q2 2024.

Based on Second Half Financial Partners's 13F filing for Q2 2024, filed 8 Aug 2024.