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Triad Financial Advisors’s NNN REIT NNN Stock Holding History

Triad Financial Advisors’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
Q2 		– Sell
-4,466
Closed -$201K – 112
2022
Q1 		$201K Sell
4,466
-819
-15% -$36.1K 0.11% 111
2021
Q4 		$254K Buy
+5,285
New +$242K 0.15% 102

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Triad Financial Advisors's NNN Position: Q2 2022 in Review

Triad Financial Advisors sold out of NNN REIT (NNN) in Q2 2022, closing a stake of 4,466 shares — an estimated $201K sold.

Triad Financial Advisors first reported a position in NNN in Q4 2021 and held it in 2 quarters. The position peaked at $254K in Q4 2021. 418 funds tracked by Wall St. Rank hold NNN as of Q2 2022.

  • Triad Financial Advisors reported no remaining NNN REIT position as of Q2 2022 after selling out during the quarter.
  • Triad Financial Advisors sold 4,466 NNN REIT shares in Q2 2022, an estimated $201K.
  • Triad Financial Advisors first reported a position in NNN REIT in Q4 2021 and held it in 2 quarters.
  • Triad Financial Advisors's NNN REIT position peaked at $254K in Q4 2021.
  • 418 funds tracked by Wall St. Rank held NNN REIT as of Q2 2022.

Based on Triad Financial Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.