Tradition Wealth Management’s NNN REIT NNN Stock Holding History

Tradition Wealth Management’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
2024 Q1	–	Sell	-221	Closed	-$10K	–	906
2023 Q4	$10K	Buy	221 +19	+9%	+$736	﹤0.01%	1004
2023 Q3	$7K	Hold	202	–	–	﹤0.01%	1096
2023 Q2	$9K	Sell	202 -116	-36%	-$4.99K	﹤0.01%	1070
2023 Q1	$14K	Buy	318 +118	+59%	+$5.37K	﹤0.01%	912
2022 Q4	$9K	Hold	200	–	–	﹤0.01%	934
2022 Q3	$8K	Sell	200 -100	-33%	-$4.51K	﹤0.01%	978
2022 Q2	$13K	Hold	300	–	–	﹤0.01%	762
2022 Q1	$13K	Hold	300	–	–	﹤0.01%	832
2021 Q4	$14K	Hold	300	–	–	﹤0.01%	818
2021 Q3	$13K	Hold	300	–	–	﹤0.01%	844
2021 Q2	$14K	Hold	300	–	–	﹤0.01%	856
2021 Q1	$13K	Hold	300	–	–	﹤0.01%	724
2020 Q4	$12K	Buy	+300	New	+$11.3K	﹤0.01%	691

Other funds holding NNN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

RIM

Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return

Tradition Wealth Management's NNN Position: Q1 2024 in Review

Tradition Wealth Management sold out of NNN REIT (NNN) in Q1 2024, closing a stake of 221 shares — an estimated $10K sold.

Tradition Wealth Management first reported a position in NNN in Q4 2020 and held it in 13 quarters. The position peaked at $14K in Q1 2023. 449 funds tracked by Wall St. Rank hold NNN as of Q1 2024.

Tradition Wealth Management reported no remaining NNN REIT position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 221 NNN REIT shares in Q1 2024, an estimated $10K.
Tradition Wealth Management first reported a position in NNN REIT in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's NNN REIT position peaked at $14K in Q1 2023.
449 funds tracked by Wall St. Rank held NNN REIT as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.