Summit Trail Advisors’s NNN REIT NNN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.43M Buy
2025
Q2
$1.56M Buy
2020
Q2
Sell
2020
Q1
$270K Buy
2018
Q1
Sell
2017
Q4
$3K Buy