TWM
NNN icon

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return