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	–	1491
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 $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return