VFG
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V2 Financial group’s NNN REIT NNN Stock Holding History

V2 Financial group’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
Q4 		– Sell
-4,370
Closed -$212K – 85
2024
Q3 		$212K Buy
+4,370
New +$202K 0.14% 77
2024
Q2 		– Sell
-5,150
Closed -$220K – 80
2024
Q1 		$220K Hold
5,150
– – 0.15% 66
2023
Q4 		$222K Buy
+5,150
New +$199K 0.15% 58

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

V2 Financial group's NNN Position: Q4 2024 in Review

V2 Financial group sold out of NNN REIT (NNN) in Q4 2024, closing a stake of 4,370 shares — an estimated $212K sold.

V2 Financial group first reported a position in NNN in Q4 2023 and held it in 3 quarters. The position peaked at $222K in Q4 2023. 488 funds tracked by Wall St. Rank hold NNN as of Q4 2024.

  • V2 Financial group reported no remaining NNN REIT position as of Q4 2024 after selling out during the quarter.
  • V2 Financial group sold 4,370 NNN REIT shares in Q4 2024, an estimated $212K.
  • V2 Financial group first reported a position in NNN REIT in Q4 2023 and held it in 3 quarters.
  • V2 Financial group's NNN REIT position peaked at $222K in Q4 2023.
  • 488 funds tracked by Wall St. Rank held NNN REIT as of Q4 2024.

Based on V2 Financial group's 13F filing for Q4 2024, filed 28 Jan 2025.