B
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Birchbrook’s NNN REIT NNN Stock Holding History

Birchbrook’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 		$11.3K Buy
243
+3
+1% +$134 0.01% 198
2026
Q1 		$10.1K Hold
240
– – ﹤0.01% 199
2025
Q4 		$9.51K Hold
240
– – ﹤0.01% 204
2025
Q3 		$10.2K Hold
240
– – 0.01% 191
2025
Q2 		$10.4K Hold
240
– – 0.01% 191
2025
Q1 		$10.2K Hold
240
– – 0.01% 185
2024
Q4 		$9.8K Hold
240
– – 0.01% 202
2024
Q3 		$11.6K Hold
240
– – 0.01% 177
2024
Q2 		$10.2K Hold
240
– – 0.01% 193
2024
Q1 		$10.3K Buy
240
+100
+71% +$4.16K 0.01% 201
2023
Q4 		$6.03K Buy
+140
New +$5.42K ﹤0.01% 232

Other funds holding NNN

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Birchbrook's NNN Position: Q2 2026 in Review

Birchbrook increased its NNN REIT (NNN) stake by 1.3% in Q2 2026, buying an estimated $134 and bringing the position to 243 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #198.

Birchbrook first reported a position in NNN in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.6K in Q3 2024. 51 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Birchbrook held 243 shares of NNN REIT worth $11.3K as of Q2 2026.
  • Birchbrook bought 3 NNN REIT shares in Q2 2026, an estimated $134.
  • NNN REIT made up 0.01% of Birchbrook's portfolio in Q2 2026, its #198 holding.
  • Birchbrook first reported a position in NNN REIT in Q4 2023 and has held it in 11 quarters since.
  • Birchbrook's NNN REIT position peaked at $11.6K in Q3 2024.
  • 51 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.