SOA Wealth Advisors’s NNN REIT NNN Stock Holding History

SOA Wealth 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
2025 Q2	–	Sell	-12	Closed	-$512	–	912
2025 Q1	$512	Hold	12	–	–	﹤0.01%	783
2024 Q4	$490	Buy	+12	New	+$531	﹤0.01%	777

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

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

RIM

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

SOA Wealth Advisors's NNN Position: Q2 2025 in Review

SOA Wealth Advisors sold out of NNN REIT (NNN) in Q2 2025, closing a stake of 12 shares — an estimated $512 sold.

SOA Wealth Advisors first reported a position in NNN in Q4 2024 and held it in 2 quarters. The position peaked at $512 in Q1 2025. 482 funds tracked by Wall St. Rank hold NNN as of Q2 2025.

SOA Wealth Advisors reported no remaining NNN REIT position as of Q2 2025 after selling out during the quarter.
SOA Wealth Advisors sold 12 NNN REIT shares in Q2 2025, an estimated $512.
SOA Wealth Advisors first reported a position in NNN REIT in Q4 2024 and held it in 2 quarters.
SOA Wealth Advisors's NNN REIT position peaked at $512 in Q1 2025.
482 funds tracked by Wall St. Rank held NNN REIT as of Q2 2025.

Based on SOA Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.