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Swaine & Leidel Wealth Services’s NNN REIT NNN Stock Holding History

Swaine & Leidel Wealth 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
Q1 		$3.96M Buy
89,826
+33,337
+59% +$1.4M 2.55% 15
2020
Q4 		$2.31M Buy
56,489
+2,151
+4% +$81.1K 1.68% 34
2020
Q3 		$1.88M Buy
+54,338
New +$1.94M 1.83% 29

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Swaine & Leidel Wealth Services's NNN Position: Q1 2021 in Review

Swaine & Leidel Wealth Services increased its NNN REIT (NNN) stake by 59% in Q1 2021, buying an estimated $1.4M and bringing the position to 89,826 shares worth $3.96M. The position accounts for 2.55% of the portfolio, ranked #15.

Swaine & Leidel Wealth Services first reported a position in NNN in Q3 2020 and has held it in 3 quarters since. 379 funds tracked by Wall St. Rank hold NNN as of Q1 2021.

  • Swaine & Leidel Wealth Services held 89,826 shares of NNN REIT worth $3.96M as of Q1 2021.
  • Swaine & Leidel Wealth Services bought 33,337 NNN REIT shares in Q1 2021, an estimated $1.4M.
  • NNN REIT made up 2.55% of Swaine & Leidel Wealth Services's portfolio in Q1 2021, its #15 holding.
  • Swaine & Leidel Wealth Services first reported a position in NNN REIT in Q3 2020 and has held it in 3 quarters since.
  • 379 funds tracked by Wall St. Rank held NNN REIT as of Q1 2021.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2021, filed 13 May 2021.