Sutton Wealth Advisors’s NNN REIT NNN Stock Holding History

Sutton 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
2023 Q3	$3K	Hold	85	–	–	﹤0.01%	659
2023 Q2	$3.64K	Hold	85	–	–	﹤0.01%	613
2023 Q1	$3.75K	Sell	85 -21	-20%	-$956	﹤0.01%	560
2022 Q4	$4.85K	Sell	106 -11	-9%	-$478	﹤0.01%	1104
2022 Q3	$4.66K	Buy	117 +16	+16%	+$722	﹤0.01%	1084
2022 Q2	$4.34K	Hold	101	–	–	﹤0.01%	1085
2022 Q1	$4.54K	Hold	101	–	–	﹤0.01%	1097
2021 Q4	$4.86K	Buy	101 +16	+19%	+$734	﹤0.01%	1076
2021 Q3	$3.67K	Hold	85	–	–	﹤0.01%	1096
2021 Q2	$3.98K	Hold	85	–	–	﹤0.01%	1082
2021 Q1	$3.75K	Hold	85	–	–	﹤0.01%	1056
2020 Q4	$3.48K	Hold	85	–	–	﹤0.01%	1035
2020 Q3	$2.93K	Hold	85	–	–	﹤0.01%	1027
2020 Q2	$3.02K	Sell	85 -13	-13%	-$425	﹤0.01%	1004
2020 Q1	$3.15K	Hold	98	–	–	﹤0.01%	962
2019 Q4	$5.25K	Hold	98	–	–	﹤0.01%	943
2019 Q3	$5.53K	Hold	98	–	–	﹤0.01%	930
2019 Q2	$5.2K	Hold	98	–	–	﹤0.01%	929
2019 Q1	$5.43K	Hold	98	–	–	﹤0.01%	920
2018 Q4	$4.75K	Hold	98	–	–	﹤0.01%	894
2018 Q3	$4.39K	Sell	98 -193	-66%	-$8.69K	﹤0.01%	916
2018 Q2	$12.8K	Hold	291	–	–	0.01%	762
2018 Q1	$11.4K	Buy	+291	New	+$11.3K	0.01%	780
2017 Q2	–	Sell	-170	Closed	-$7.42K	–	1100
2017 Q1	$7.42K	Hold	170	–	–	0.01%	787
2016 Q4	$7.51K	Buy	170 +20	+13%	+$882	0.01%	761
2016 Q3	$7.63K	Buy	+150	New	+$7.67K	0.01%	730

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

RIM

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

Sutton Wealth Advisors's NNN Position: Q3 2023 in Review

Sutton Wealth Advisors held its NNN REIT (NNN) position steady in Q3 2023 at 85 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Sutton Wealth Advisors first reported a position in NNN in Q3 2016 and has held it in 26 quarters since. The position peaked at $12.8K in Q2 2018. 408 funds tracked by Wall St. Rank hold NNN as of Q3 2023.

Sutton Wealth Advisors held 85 shares of NNN REIT worth $3K as of Q3 2023.
Sutton Wealth Advisors left its NNN REIT share count unchanged in Q3 2023.
NNN REIT made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #659 holding.
Sutton Wealth Advisors first reported a position in NNN REIT in Q3 2016 and has held it in 26 quarters since.
Sutton Wealth Advisors's NNN REIT position peaked at $12.8K in Q2 2018.
408 funds tracked by Wall St. Rank held NNN REIT as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.