Insight Wealth Strategies, LLC National Retail Properties, Inc. Transaction History

Insight Wealth Strategies, LLC

$699 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 12, 2021	SELL	$44.58 - $50.0 $295,877 - $331,850	-6,637 Closed	0 $0
Q1 2021 May 12, 2021	BUY	$38.65 - $45.6 $3,671 - $4,332	95 Added 1.45%	6,637 $293,000
Q4 2020 Feb 05, 2021	SELL	$32.01 - $42.1 $27,496 - $36,163	-859 Reduced 11.61%	6,542 $268,000
Q3 2020 Oct 29, 2020	SELL	$33.08 - $38.69 $70,592 - $82,564	-2,134 Reduced 22.38%	7,401 $255,000
Q2 2020 Jul 31, 2020	BUY	$26.46 - $40.45 $4,736 - $7,240	179 Added 1.91%	9,535 $338,000
Q1 2020 Apr 21, 2020	BUY	$26.4 - $58.65 $8,844 - $19,647	335 Added 3.71%	9,356 $301,000
Q4 2019 Feb 21, 2020	BUY	$51.3 - $58.91 $162,621 - $186,744	3,170 Added 54.18%	9,021 $484,000
Q3 2019 Nov 06, 2019	BUY	$51.69 - $57.68 $302,438 - $337,485	5,851 New	5,851 $330,000

Others Institutions Holding NNN

# of Institutions

482

Shares Held

155M

Call Options Held

259K

Put Options Held

73.4K

Vanguard Group Inc Valley Forge, PA

26.3M
Shares

$1.26 Billion
0.02% of portfolio
Black Rock Inc. New York, NY

21.4M
Shares

$1.03 Billion
0.02% of portfolio
Victory Capital Management Inc

12.9M
Shares

$620 Million
0.57% of portfolio
State Street Corp Boston, MA

11.9M
Shares

$573 Million
0.02% of portfolio
Principal Financial Group Inc Des Moines, IA

6.49M
Shares

$313 Million
0.17% of portfolio

About NATIONAL RETAIL PROPERTIES, INC.

Ticker NNN
Exchange NYSE
Sector Real Estate
Industry REIT—Retail
Shares Outstandng 177,112,000
Market Cap $8.53B
Description
National Retail Properties invests primarily in high-quality retail properties subject generally to long-term, net leases. As of September 30, 2020, the company owned 3,114 properties in 48 states with a gross leasable area of approximately 32.4 million square feet and with a weighted average remaining lease term of 10.7 years.

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