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National Retail Properties shares owned by Castle Rock Wealth Management

Quarter-by-quarter ownership of National Retail Properties (NNN) shares owned by Castle Rock Wealth Management from 13F filings

Historical chart of Castle Rock Wealth Management investment in National Retail Properties

Tip: Access up to 7 years of quarterly data

All positions including National Retail Properties held by Castle Rock Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in National Retail Properties by Castle Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $241k 5.6k 42.72

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Coca-Cola Company (KO)
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Ishares Tr 0-3 Mnth Treasry (SGOV)
Microsoft Corporation (MSFT)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Castle Rock Wealth Management

Top funds holding National Retail Properties

Vanguard Group
Victory Capital Management
Principal Financial Group
Northwood Liquid Management
Jpmorgan Chase & Co
Dimensional Fund Advisors
Royal Bank of Canada
Massachusetts Financial Services
Charles Schwab Investment Management
Federated Investors
Bank of New York Mellon
Norges Bank Investment Management
Henderson Group
Legal & General Group
Vaughan Nelson Investment Management

View all funds holding National Retail Properties