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National Retail Properties shares owned by Peak Financial Advisors

Quarter-by-quarter ownership of National Retail Properties (NNN) shares owned by Peak Financial Advisors from 13F filings

Historical chart of Peak Financial Advisors investment in National Retail Properties

Tip: Access up to 7 years of quarterly data

All positions including National Retail Properties held by Peak Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in National Retail Properties by Peak Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $479k 11k 42.74
2023-12-31 $482k 11k 43.10
2023-09-30 $306k 8.6k 35.34
2023-06-30 $252k 5.9k 42.79
2023-03-31 $230k 5.2k 44.15
2022-12-31 $201k 4.4k 45.76

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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