SOA Wealth Advisors’s Net Lease Office Properties NLOP Stock Holding History

SOA Wealth Advisors’s Portfolio NLOP Stock Details NLOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.13K	Hold	98	–	–	﹤0.01%	742
2025 Q4	$2.53K	Hold	98	–	–	﹤0.01%	701
2025 Q3	$2.9K	Sell	98 -1	-1%	-$31	﹤0.01%	707
2025 Q2	$3.22K	Sell	99 -3	-3%	-$92	﹤0.01%	679
2025 Q1	$3.19K	Sell	102 -3	-3%	-$94	﹤0.01%	671
2024 Q4	$3.27K	Sell	105 -3	-3%	-$93	﹤0.01%	648
2024 Q3	$3.3K	Sell	108 -4	-4%	-$115	﹤0.01%	637
2024 Q2	$2.76K	Sell	112 -201	-64%	-$4.76K	﹤0.01%	649
2024 Q1	$7.45K	Buy	+313	New	+$7.37K	﹤0.01%	574

Other funds holding NLOP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return

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

Geode Capital Management

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Dimensional Fund Advisors

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

Man Group London, United Kingdom $48.2B AUM 24.23% 1-Year Est. Return

K2 Principal Fund Toronto, Ontario, Canada $947M AUM 29.56% 1-Year Est. Return