Toth Financial Advisory’s NNN REIT NNN Stock Holding History

Toth Financial Advisory’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
2022 Q4	–	Sell	-205	Closed	-$8K	–	785
2022 Q3	$8K	Buy	+205	New	+$9.25K	﹤0.01%	498
2021 Q1	–	Sell	-229	Closed	-$9K	–	704
2020 Q4	$9K	Buy	229 +3	+1%	+$113	﹤0.01%	420
2020 Q3	$8K	Buy	226 +3	+1%	+$107	﹤0.01%	395
2020 Q2	$8K	Buy	223 +4	+2%	+$131	﹤0.01%	375
2020 Q1	$7K	Buy	219 +2	+0.9%	+$100	﹤0.01%	304
2019 Q4	$12K	Buy	217 +2	+0.9%	+$111	﹤0.01%	289
2019 Q3	$12K	Buy	215 +2	+0.9%	+$109	﹤0.01%	306
2019 Q2	$11K	Buy	213 +2	+0.9%	+$107	﹤0.01%	319
2019 Q1	$12K	Buy	+211	New	+$10.9K	﹤0.01%	290

Other funds holding NNN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Toth Financial Advisory's NNN Position: Q4 2022 in Review

Toth Financial Advisory sold out of NNN REIT (NNN) in Q4 2022, closing a stake of 205 shares — an estimated $8K sold.

Toth Financial Advisory first reported a position in NNN in Q1 2019 and held it in 9 quarters. The position peaked at $12K in Q4 2019. 430 funds tracked by Wall St. Rank hold NNN as of Q4 2022.

Toth Financial Advisory reported no remaining NNN REIT position as of Q4 2022 after selling out during the quarter.
Toth Financial Advisory sold 205 NNN REIT shares in Q4 2022, an estimated $8K.
Toth Financial Advisory first reported a position in NNN REIT in Q1 2019 and held it in 9 quarters.
Toth Financial Advisory's NNN REIT position peaked at $12K in Q4 2019.
430 funds tracked by Wall St. Rank held NNN REIT as of Q4 2022.

Based on Toth Financial Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.