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Summit Securities Group’s NNN REIT NNN Stock Holding History

Summit Securities Group’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
Q3 		– Sell
-60
Closed -$281K – 830
2021
Q2 		$281K Buy
+60
New +$2.81K 0.02% 548

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Securities Group's NNN Position: Q3 2024 in Review

Summit Securities Group sold out of NNN REIT (NNN) in Q3 2024, closing a stake of 49 shares — an estimated $2K sold.

Summit Securities Group first reported a position in NNN in Q4 2015 and held it in 5 quarters. The position peaked at $601K in Q4 2015. 498 funds tracked by Wall St. Rank hold NNN as of Q3 2024.

  • Summit Securities Group reported no remaining NNN REIT position as of Q3 2024 after selling out during the quarter.
  • Summit Securities Group sold 49 NNN REIT shares in Q3 2024, an estimated $2K.
  • Summit Securities Group first reported a position in NNN REIT in Q4 2015 and held it in 5 quarters.
  • Summit Securities Group's NNN REIT position peaked at $601K in Q4 2015.
  • 498 funds tracked by Wall St. Rank held NNN REIT as of Q3 2024.

Based on Summit Securities Group's 13F filing for Q3 2024, filed 7 Nov 2024.