SFS
NNN icon

Sowell Financial Services’s NNN REIT NNN Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-3,258
Closed -$155K – 1958
2021
Q1 		$155K Buy
3,258
+40
+1% +$1.68K 0.01% 1180
2020
Q4 		$132K Sell
3,218
-41
-1% -$1.54K 0.01% 1040
2020
Q3 		$112K Buy
3,259
+44
+1% +$1.57K 0.01% 937
2020
Q2 		$114K Sell
3,215
-524
-14% -$17.1K 0.01% 925
2020
Q1 		$120K Buy
3,739
+81
+2% +$4.07K 0.01% 792
2019
Q4 		$196K Buy
3,658
+54
+1% +$3K 0.01% 721
2019
Q3 		$203K Buy
+3,604
New +$196K 0.02% 639

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's NNN Position: Q2 2021 in Review

Sowell Financial Services sold out of NNN REIT (NNN) in Q2 2021, closing a stake of 3,258 shares — an estimated $155K sold.

Sowell Financial Services first reported a position in NNN in Q3 2019 and held it in 7 quarters. The position peaked at $203K in Q3 2019. 400 funds tracked by Wall St. Rank hold NNN as of Q2 2021.

  • Sowell Financial Services reported no remaining NNN REIT position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 3,258 NNN REIT shares in Q2 2021, an estimated $155K.
  • Sowell Financial Services first reported a position in NNN REIT in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's NNN REIT position peaked at $203K in Q3 2019.
  • 400 funds tracked by Wall St. Rank held NNN REIT as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.