WWP
NLOP

WR Wealth Planners’s Net Lease Office Properties NLOP Stock Holding History

WR Wealth Planners’s Portfolio NLOP Stock Details NLOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$62 Hold
2
– – ﹤0.01% 1086
2024
Q3 		$61 Hold
2
– – ﹤0.01% 1118
2024
Q2 		$49 Hold
2
– – ﹤0.01% 1126
2024
Q1 		$48 Buy
+2
New +$47 ﹤0.01% 1159

Other funds holding NLOP

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
AVI
Asset Value Investors London, United Kingdom $99.6M AUM 10.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CP
Castalian Partners Excelsior, Minnesota $7.36M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WR Wealth Planners's NLOP Position: Q4 2024 in Review

WR Wealth Planners held its Net Lease Office Properties (NLOP) position steady in Q4 2024 at 2 shares worth $62. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

WR Wealth Planners first reported a position in NLOP in Q1 2024 and has held it in 4 quarters since. 276 funds tracked by Wall St. Rank hold NLOP as of Q4 2024.

  • WR Wealth Planners held 2 shares of Net Lease Office Properties worth $62 as of Q4 2024.
  • WR Wealth Planners left its Net Lease Office Properties share count unchanged in Q4 2024.
  • Net Lease Office Properties made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1086 holding.
  • WR Wealth Planners first reported a position in Net Lease Office Properties in Q1 2024 and has held it in 4 quarters since.
  • 276 funds tracked by Wall St. Rank held Net Lease Office Properties as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.