Avantax Advisory Services’s NNN REIT NNN Stock Holding History

Avantax Advisory Services’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	$233K	Buy	+5,400	New	+$224K	﹤0.01%	2097
2025 Q1	–	Sell	-15,555	Closed	-$635K	–	2297
2024 Q4	$635K	Sell	15,555 -14,176	-48%	-$628K	﹤0.01%	1303
2024 Q3	$1.44M	Buy	29,731 +1,046	+4%	+$48.4K	0.01%	833
2024 Q2	$1.22M	Buy	+28,685	New	+$1.19M	0.01%	880
2024 Q1	–	Sell	-7,016	Closed	-$302K	–	1717
2023 Q4	$302K	Buy	7,016 +332	+5%	+$12.9K	﹤0.01%	1230
2023 Q3	$236K	Buy	6,684 +83	+1%	+$3.33K	﹤0.01%	1331
2023 Q2	$282K	Buy	6,601 +392	+6%	+$16.9K	﹤0.01%	1217
2023 Q1	$274K	Buy	6,209 +336	+6%	+$15.3K	﹤0.01%	1198
2022 Q4	$269K	Sell	5,873 -5	-0.1%	-$217	﹤0.01%	1160
2022 Q3	$234K	Buy	5,878 +160	+3%	+$7.22K	﹤0.01%	1127
2022 Q2	$246K	Sell	5,718 -25	-0.4%	-$1.1K	﹤0.01%	1107
2022 Q1	$260K	Buy	5,743 +237	+4%	+$10.4K	﹤0.01%	1076
2021 Q4	$265K	Buy	5,506 +179	+3%	+$8.21K	﹤0.01%	1037
2021 Q3	$229K	Sell	5,327 -260	-5%	-$12.2K	﹤0.01%	1050
2021 Q2	$261K	Buy	5,587 +528	+10%	+$24.7K	﹤0.01%	965
2021 Q1	$223K	Sell	5,059 -1,476	-23%	-$61.8K	﹤0.01%	930
2020 Q4	$266K	Sell	6,535 -7,302	-53%	-$275K	0.01%	776
2020 Q3	$477K	Buy	13,837 +7,505	+119%	+$268K	0.01%	807
2020 Q2	$226K	Sell	6,332 -108	-2%	-$3.53K	0.01%	739
2020 Q1	$207K	Sell	6,440 -3,790	-37%	-$190K	0.01%	708
2019 Q4	$549K	Buy	+10,230	New	+$568K	0.01%	445
2019 Q3	–	Sell	-5,560	Closed	-$295K	–	588
2019 Q2	$295K	Sell	5,560 -514	-8%	-$27.4K	0.01%	401
2019 Q1	$336K	Sell	6,074 -321	-5%	-$16.6K	0.02%	335
2018 Q4	$311K	Buy	+6,395	New	+$305K	0.05%	292

Other funds holding NNN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Advisory Services's NNN Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in NNN REIT (NNN) in Q2 2025: 5,400 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #2097 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in NNN as recently as Q4 2024.

Avantax Advisory Services first reported a position in NNN in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.44M in Q3 2024. 482 funds tracked by Wall St. Rank hold NNN as of Q2 2025.

Avantax Advisory Services held 5,400 shares of NNN REIT worth $233K as of Q2 2025.
NNN REIT was a new Avantax Advisory Services position in Q2 2025.
NNN REIT made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2097 holding.
Avantax Advisory Services first reported a position in NNN REIT in Q4 2018 and has held it in 24 quarters since.
Avantax Advisory Services's NNN REIT position peaked at $1.44M in Q3 2024.
482 funds tracked by Wall St. Rank held NNN REIT as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.