True Wealth Design’s Net Lease Office Properties NLOP Stock Holding History

True Wealth Design’s Portfolio NLOP Stock Details NLOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$89	Buy	+9	New	+$101	﹤0.01%	2455
2026 Q2	–	Sell	-33	Closed	-$381	–	2812
2026 Q1	$381	Buy	33 +32	+3,200%	+$538	﹤0.01%	2146
2025 Q4	$26	Hold	1	–	–	﹤0.01%	2468
2025 Q3	$30	Sell	1 -4	-80%	-$125	﹤0.01%	2633
2025 Q2	$163	Hold	5	–	–	﹤0.01%	2124
2025 Q1	$157	Buy	+5	New	+$157	﹤0.01%	2045

Other funds holding NLOP

SOAMC

Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

True Wealth Design's NLOP Position: Q3 2026 in Review

True Wealth Design opened a new position in Net Lease Office Properties (NLOP) in Q3 2026: 9 shares worth $89. The stake represents ﹤0.01% of the portfolio and ranks #2455 among its holdings. This is a return to the name: True Wealth Design previously reported a position in NLOP as recently as Q1 2026.

True Wealth Design first reported a position in NLOP in Q1 2025 and has held it in 6 quarters since. The position peaked at $381 in Q1 2026. 15 funds tracked by Wall St. Rank hold NLOP as of Q3 2026.

True Wealth Design held 9 shares of Net Lease Office Properties worth $89 as of Q3 2026.
Net Lease Office Properties was a new True Wealth Design position in Q3 2026.
Net Lease Office Properties made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2455 holding.
True Wealth Design first reported a position in Net Lease Office Properties in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's Net Lease Office Properties position peaked at $381 in Q1 2026.
15 funds tracked by Wall St. Rank held Net Lease Office Properties as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.