Tompkins Financial’s NNN REIT NNN Stock Holding History

Tompkins Financial’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
2026 Q2	–	Sell	-340	Closed	-$14.3K	–	581
2026 Q1	$14.3K	Buy	+340	New	+$14.7K	﹤0.01%	422
2020 Q1	–	Sell	-30	Closed	-$2K	–	437
2019 Q4	$2K	Sell	30 -425	-93%	-$23.6K	﹤0.01%	388
2019 Q3	$26K	Sell	455 -10	-2%	-$544	0.01%	276
2019 Q2	$25K	Hold	465	–	–	0.01%	286
2019 Q1	$26K	Sell	465 -522	-53%	-$27.1K	﹤0.01%	295
2018 Q4	$48K	Sell	987 -658	-40%	-$31.4K	0.01%	230
2018 Q3	$74K	Hold	1,645	–	–	0.02%	226
2018 Q2	$72K	Sell	1,645 -271	-14%	-$10.9K	0.02%	227
2018 Q1	$75K	Sell	1,916 -47,933	-96%	-$1.87M	0.02%	217
2017 Q4	$2.15M	Buy	49,849 +3,436	+7%	+$144K	0.49%	55
2017 Q3	$1.93M	Buy	46,413 +2,001	+5%	+$81.8K	0.46%	58
2017 Q2	$1.74M	Buy	44,412 +1,334	+3%	+$53.9K	0.44%	60
2017 Q1	$1.88M	Buy	43,078 +3,083	+8%	+$136K	0.48%	58
2016 Q4	$1.77M	Buy	39,995 +868	+2%	+$38.3K	0.46%	59
2016 Q3	$1.99M	Buy	+39,127	New	+$2M	0.57%	52

Other funds holding NNN

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Murphy Middleton Hinkle & Parker Thomasville, Georgia $246M AUM 23.94% 1-Year Est. Return