Alpha Cubed Investments’s NNN REIT NNN Stock Holding History

Alpha Cubed Investments’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
2025 Q4	–	Sell	-8,375	Closed	-$357K	–	308
2025 Q3	$357K	Buy	8,375 +147	+2%	+$6.24K	0.01%	211
2025 Q2	$355K	Buy	8,228 +892	+12%	+$37K	0.01%	214
2025 Q1	$313K	Buy	7,336 +658	+10%	+$26.8K	0.01%	220
2024 Q4	$273K	Buy	6,678 +115	+2%	+$5.09K	0.01%	209
2024 Q3	$318K	Buy	6,563 +6	+0.1%	+$277	0.01%	197
2024 Q2	$279K	Sell	6,557 -310	-5%	-$12.9K	0.01%	218
2024 Q1	$294K	Buy	+6,867	New	+$286K	0.02%	207

Other funds holding NNN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RIM

Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Alpha Cubed Investments's NNN Position: Q4 2025 in Review

Alpha Cubed Investments sold out of NNN REIT (NNN) in Q4 2025, closing a stake of 8,375 shares — an estimated $357K sold.

Alpha Cubed Investments first reported a position in NNN in Q1 2024 and held it in 7 quarters. The position peaked at $357K in Q3 2025. 521 funds tracked by Wall St. Rank hold NNN as of Q4 2025.

Alpha Cubed Investments reported no remaining NNN REIT position as of Q4 2025 after selling out during the quarter.
Alpha Cubed Investments sold 8,375 NNN REIT shares in Q4 2025, an estimated $357K.
Alpha Cubed Investments first reported a position in NNN REIT in Q1 2024 and held it in 7 quarters.
Alpha Cubed Investments's NNN REIT position peaked at $357K in Q3 2025.
521 funds tracked by Wall St. Rank held NNN REIT as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.