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Atria Wealth Solutions’s NNN REIT NNN Stock Holding History

Atria Wealth Solutions’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
Q2 		$335K Buy
7,752
+735
+10% +$30.5K 0.01% 1107
2025
Q1 		$299K Buy
7,017
+1,011
+17% +$41.3K ﹤0.01% 1464
2024
Q4 		$245K Buy
6,006
+106
+2% +$4.69K ﹤0.01% 1678
2024
Q3 		$286K Buy
5,900
+116
+2% +$5.37K ﹤0.01% 1543
2024
Q2 		$246K Buy
5,784
+53
+0.9% +$2.21K ﹤0.01% 1621
2024
Q1 		$245K Buy
5,731
+454
+9% +$18.9K ﹤0.01% 1695
2023
Q4 		$227K Buy
+5,277
New +$204K ﹤0.01% 1691
2023
Q3 		– Sell
-7,064
Closed -$302K – 1941
2023
Q2 		$302K Sell
7,064
-629
-8% -$27.1K ﹤0.01% 1433
2023
Q1 		$340K Buy
7,693
+36
+0.5% +$1.64K 0.01% 1343
2022
Q4 		$350K Buy
7,657
+126
+2% +$5.48K 0.01% 1270
2022
Q3 		$300K Buy
7,531
+2,509
+50% +$113K 0.01% 1299
2022
Q2 		$216K Sell
5,022
-1,933
-28% -$85K ﹤0.01% 1412
2022
Q1 		$313K Buy
+6,955
New +$306K 0.01% 1293

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atria Wealth Solutions's NNN Position: Q2 2025 in Review

Atria Wealth Solutions increased its NNN REIT (NNN) stake by 10% in Q2 2025, buying an estimated $30.5K and bringing the position to 7,752 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #1107.

Atria Wealth Solutions first reported a position in NNN in Q1 2022 and has held it in 13 quarters since. The position peaked at $350K in Q4 2022. 482 funds tracked by Wall St. Rank hold NNN as of Q2 2025.

  • Atria Wealth Solutions held 7,752 shares of NNN REIT worth $335K as of Q2 2025.
  • Atria Wealth Solutions bought 735 NNN REIT shares in Q2 2025, an estimated $30.5K.
  • NNN REIT made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1107 holding.
  • Atria Wealth Solutions first reported a position in NNN REIT in Q1 2022 and has held it in 13 quarters since.
  • Atria Wealth Solutions's NNN REIT position peaked at $350K in Q4 2022.
  • 482 funds tracked by Wall St. Rank held NNN REIT as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.