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WR Wealth Planners’s NNN REIT NNN Stock Holding History

WR Wealth Planners’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 		$12.3K Hold
300
– – ﹤0.01% 565
2024
Q3 		$14.5K Hold
300
– – ﹤0.01% 569
2024
Q2 		$12.8K Sell
300
-100
-25% -$4.16K ﹤0.01% 541
2024
Q1 		$17.1K Buy
+400
New +$16.6K 0.01% 485
2023
Q4 		– Sell
-475
Closed -$16.8K – 619
2023
Q3 		$16.8K Hold
475
– – 0.01% 453
2023
Q2 		$20.3K Sell
475
-25
-5% -$1.08K 0.01% 429
2023
Q1 		$22.1K Buy
+500
New +$22.8K 0.01% 416

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

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

WR Wealth Planners held its NNN REIT (NNN) position steady in Q4 2024 at 300 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

WR Wealth Planners first reported a position in NNN in Q1 2023 and has held it in 7 quarters since. The position peaked at $22.1K in Q1 2023. 488 funds tracked by Wall St. Rank hold NNN as of Q4 2024.

  • WR Wealth Planners held 300 shares of NNN REIT worth $12.3K as of Q4 2024.
  • WR Wealth Planners left its NNN REIT share count unchanged in Q4 2024.
  • NNN REIT made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #565 holding.
  • WR Wealth Planners first reported a position in NNN REIT in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's NNN REIT position peaked at $22.1K in Q1 2023.
  • 488 funds tracked by Wall St. Rank held NNN REIT as of Q4 2024.

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