ACL
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Applied Capital LLC’s NNN REIT NNN Stock Holding History

Applied Capital LLC’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
2026
Q2 		$529K Buy
11,360
+40
+0.4% +$1.79K 0.21% 75
2026
Q1 		$476K Buy
+11,320
New +$488K 0.22% 76

Other funds holding NNN

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
VV
Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Applied Capital LLC's NNN Position: Q2 2026 in Review

Applied Capital LLC increased its NNN REIT (NNN) stake by 0.35% in Q2 2026, buying an estimated $1.79K and bringing the position to 11,360 shares worth $529K. The position accounts for 0.21% of the portfolio, ranked #75.

Applied Capital LLC first reported a position in NNN in Q1 2026 and has held it in 2 quarters since. 209 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Applied Capital LLC held 11,360 shares of NNN REIT worth $529K as of Q2 2026.
  • Applied Capital LLC bought 40 NNN REIT shares in Q2 2026, an estimated $1.79K.
  • NNN REIT made up 0.21% of Applied Capital LLC's portfolio in Q2 2026, its #75 holding.
  • Applied Capital LLC first reported a position in NNN REIT in Q1 2026 and has held it in 2 quarters since.
  • 209 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Applied Capital LLC's 13F filing for Q2 2026, filed 15 Jul 2026.