BGAI
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Bruce G. Allen Investments’s NNN REIT NNN Stock Holding History

Bruce G. Allen 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
2026
Q1 		$68.2K Buy
1,623
+331
+26% +$14.3K 0.04% 210
2025
Q4 		$51.2K Buy
1,292
+126
+11% +$5.17K 0.03% 252
2025
Q3 		$49.6K Hold
1,166
– – 0.04% 264
2025
Q2 		$50.3K Hold
1,166
– – 0.04% 255
2025
Q1 		$49.7K Hold
1,166
– – 0.04% 259
2024
Q4 		$47.6K Buy
1,166
+37
+3% +$1.64K 0.04% 269
2024
Q3 		$54.7K Hold
1,129
– – 0.04% 247
2024
Q2 		$48.1K Buy
1,129
+1,047
+1,277% +$43.6K 0.04% 244
2024
Q1 		$3.5K Hold
82
– – ﹤0.01% 642
2023
Q4 		$3.53K Buy
+82
New +$3.18K ﹤0.01% 642

Other funds holding NNN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Massachusetts Financial Services
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

Bruce G. Allen Investments's NNN Position: Q1 2026 in Review

Bruce G. Allen Investments increased its NNN REIT (NNN) stake by 26% in Q1 2026, buying an estimated $14.3K and bringing the position to 1,623 shares worth $68.2K. The position accounts for 0.04% of the portfolio, ranked #210.

Bruce G. Allen Investments first reported a position in NNN in Q4 2023 and has held it in 10 quarters since. 539 funds tracked by Wall St. Rank hold NNN as of Q1 2026.

  • Bruce G. Allen Investments held 1,623 shares of NNN REIT worth $68.2K as of Q1 2026.
  • Bruce G. Allen Investments bought 331 NNN REIT shares in Q1 2026, an estimated $14.3K.
  • NNN REIT made up 0.04% of Bruce G. Allen Investments's portfolio in Q1 2026, its #210 holding.
  • Bruce G. Allen Investments first reported a position in NNN REIT in Q4 2023 and has held it in 10 quarters since.
  • 539 funds tracked by Wall St. Rank held NNN REIT as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.