Wealthspire Advisors (Maryland)’s NNN REIT NNN Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q1	–	Sell	-5,593	Closed	-$300K	–	481
2019 Q4	$300K	Buy	+5,593	New	+$311K	0.02%	375
2019 Q2	–	Sell	-643	Closed	-$36K	–	1463
2019 Q1	$36K	Buy	643 +2	+0.3%	+$104	﹤0.01%	1040
2018 Q4	$31K	Hold	641	–	–	﹤0.01%	1041
2018 Q3	$29K	Hold	641	–	–	﹤0.01%	1168
2018 Q2	$28K	Sell	641 -32	-5%	-$1.29K	﹤0.01%	1186
2018 Q1	$26K	Buy	673 +589	+701%	+$23K	﹤0.01%	1209
2017 Q4	$4K	Buy	84 +34	+68%	+$1.43K	﹤0.01%	1912
2017 Q3	$2K	Hold	50	–	–	﹤0.01%	1998
2017 Q2	$2K	Sell	50 -5	-9%	-$202	﹤0.01%	1995
2017 Q1	$2K	Buy	+55	New	+$2.43K	﹤0.01%	1702

Other funds holding NNN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NNN Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of NNN REIT (NNN) in Q1 2020, closing a stake of 5,593 shares — an estimated $300K sold.

Wealthspire Advisors (Maryland) first reported a position in NNN in Q1 2017 and held it in 10 quarters. The position peaked at $300K in Q4 2019. 378 funds tracked by Wall St. Rank hold NNN as of Q1 2020.

Wealthspire Advisors (Maryland) reported no remaining NNN REIT position as of Q1 2020 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 5,593 NNN REIT shares in Q1 2020, an estimated $300K.
Wealthspire Advisors (Maryland) first reported a position in NNN REIT in Q1 2017 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s NNN REIT position peaked at $300K in Q4 2019.
378 funds tracked by Wall St. Rank held NNN REIT as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.