Spire Wealth Management NLOP — NET LEASE OFFICE PROPERTIES

Ownership history in Spire Wealth Management  ·  7 quarters on record

AI Ownership Summary

Spire Wealth Management reported NET LEASE OFFICE PROPERTIES (NLOP) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. The latest visible filing shows NLOP at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NLOP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Spire Wealth Management's position in NET LEASE OFFICE PROPERTIES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NLOP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NLOP stock page Spire Wealth Management fund profile Spire Wealth Management full holdings
How Spire Wealth Management held NLOP — position size vs. price
% of Fund (quarterly)    NLOP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 93 — 0% 0.00% $1K 2026-07-15 $11.35
2026 Q1 UNCHANGED — — — 93 — 0% 0.00% $1K 2026-04-22 $12.57
2025 Q4 UNCHANGED — — — 93 — 0% 0.00% $2K 2026-01-14 $10.11
2025 Q3 REDUCED 32.1% +0.7% ❌ 93 -44 -32.1% 0.00% $3K 2025-10-23 $10.31
2025 Q2 UNCHANGED — — — 137 — 0% 0.00% $4K 2025-08-04 $10.74
2025 Q1 ADDED — — — 137 +3 +2.2% 0.00% $4K 2025-04-23 $9.51
2024 Q4 INITIATED — — — 134 — — 0.00% $4K 2025-01-24 $10.01

🏢 Other funds also holding NLOP

As of 2026 Q2 — sorted by position size

SPIRIT OF AMERICA MANAGEMENT CORP/NY 3Y 7Y 0.0% LRI Investments, LLC 0.0% GAMMA Investing LLC 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% Financial Management Professionals, Inc. 3Y 7Y 0.0% Nova Wealth Management, Inc. 0.0% GoalVest Advisory LLC 3Y 0.0% Independence Bank of Kentucky 3Y 7Y 0.0% Central Pacific Bank - Trust Division 0.0% GODSEY & GIBB, INC 3Y 7Y 0.0%

FAQ About Spire Wealth Management and NLOP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Spire Wealth Management reported owning NLOP?

Spire Wealth Management reported NLOP across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported NLOP position in Spire Wealth Management's portfolio?

The largest reported portfolio weight for NLOP was 0.00% in 2025 Q2.

What is the latest reported NLOP position on this page?

The most recent filing on this page is 2026 Q2, when Spire Wealth Management reported 93 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this NLOP ownership page compare?

The chart compares Spire Wealth Management's quarterly NLOP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Spire Wealth Management time their NLOP position?

Based on 13F filing dates vs. subsequent NLOP price moves, Spire Wealth Management correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on NLOP relative to SPY over the holding period was -6.8%.

← Back to Spire Wealth Management Holdings