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
Q2 		$75.5K Hold
1,623
– – 0.05% 199
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bruce G. Allen Investments's NNN Position: Q2 2026 in Review

Bruce G. Allen Investments held its NNN REIT (NNN) position steady in Q2 2026 at 1,623 shares worth $75.5K. The position accounts for 0.05% of the portfolio, ranked #199.

Bruce G. Allen Investments first reported a position in NNN in Q4 2023 and has held it in 11 quarters since. 605 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Bruce G. Allen Investments held 1,623 shares of NNN REIT worth $75.5K as of Q2 2026.
  • Bruce G. Allen Investments left its NNN REIT share count unchanged in Q2 2026.
  • NNN REIT made up 0.05% of Bruce G. Allen Investments's portfolio in Q2 2026, its #199 holding.
  • Bruce G. Allen Investments first reported a position in NNN REIT in Q4 2023 and has held it in 11 quarters since.
  • 605 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.