UFF
NNN icon

USA Financial Formulas’s NNN REIT NNN Stock Holding History

USA Financial Formulas’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
Q3 		$120K Buy
+3,013
New +$136K 0.19% 67
2019
Q3 		– Sell
-6,270
Closed -$347K – 245
2019
Q2 		$347K Buy
6,270
+1,402
+29% +$74.9K 0.17% 75
2019
Q1 		$270K Buy
+4,868
New +$252K 0.17% 75
2016
Q4 		– Sell
-6,664
Closed -$339K – 318
2016
Q3 		$339K Sell
6,664
-3,497
-34% -$179K 0.09% 185
2016
Q2 		$526K Buy
+10,161
New +$471K 0.14% 109

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return