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WealthPLAN Partners’s NNN REIT NNN Stock Holding History

WealthPLAN Partners’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
2019
Q2 		– Sell
-10,550
Closed -$564K – 262
2019
Q1 		$564K Sell
10,550
-35
-0.3% -$1.81K 0.09% 153
2018
Q4 		$557K Sell
10,585
-385
-4% -$18.4K 0.09% 140
2018
Q3 		$538K Buy
10,970
+1,130
+11% +$50.8K 0.1% 136
2018
Q2 		$433K Buy
9,840
+275
+3% +$11.1K 0.09% 151
2018
Q1 		$376K Buy
9,565
+4,585
+92% +$179K 0.08% 166
2017
Q4 		$215K Hold
4,980
– – 0.06% 195
2017
Q3 		$207K Buy
+4,980
New +$204K 0.06% 180

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

WealthPLAN Partners's NNN Position: Q2 2019 in Review

WealthPLAN Partners sold out of NNN REIT (NNN) in Q2 2019, closing a stake of 10,550 shares — an estimated $564K sold.

WealthPLAN Partners first reported a position in NNN in Q3 2017 and held it in 7 quarters. The position peaked at $564K in Q1 2019. 381 funds tracked by Wall St. Rank hold NNN as of Q2 2019.

  • WealthPLAN Partners reported no remaining NNN REIT position as of Q2 2019 after selling out during the quarter.
  • WealthPLAN Partners sold 10,550 NNN REIT shares in Q2 2019, an estimated $564K.
  • WealthPLAN Partners first reported a position in NNN REIT in Q3 2017 and held it in 7 quarters.
  • WealthPLAN Partners's NNN REIT position peaked at $564K in Q1 2019.
  • 381 funds tracked by Wall St. Rank held NNN REIT as of Q2 2019.

Based on WealthPLAN Partners's 13F filing for Q2 2019, filed 19 Aug 2019.