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Bullock Wealth Management’s NNN REIT NNN Stock Holding History

Bullock Wealth Management’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 		$23.3K Hold
500
– – 0.01% 346
2026
Q1 		$21.2K Hold
500
– – 0.01% 344
2025
Q4 		$19.8K Hold
500
– – 0.01% 338
2025
Q3 		$21.5K Hold
500
– – 0.01% 342
2025
Q2 		$21.8K Hold
500
– – 0.01% 313
2025
Q1 		$21.3K Hold
500
– – 0.01% 301
2024
Q4 		$20.4K Hold
500
– – 0.01% 320
2024
Q3 		$24.3K Hold
500
– – 0.01% 290
2024
Q2 		$21.1K Hold
500
– – 0.01% 297
2024
Q1 		$21.1K Buy
+500
New +$20.8K 0.01% 302

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

Bullock Wealth Management's NNN Position: Q2 2026 in Review

Bullock Wealth Management held its NNN REIT (NNN) position steady in Q2 2026 at 500 shares worth $23.3K. The position accounts for 0.01% of the portfolio, ranked #346.

Bullock Wealth Management first reported a position in NNN in Q1 2024 and has held it in 10 quarters since. The position peaked at $24.3K in Q3 2024. 605 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Bullock Wealth Management held 500 shares of NNN REIT worth $23.3K as of Q2 2026.
  • Bullock Wealth Management left its NNN REIT share count unchanged in Q2 2026.
  • NNN REIT made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #346 holding.
  • Bullock Wealth Management first reported a position in NNN REIT in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's NNN REIT position peaked at $24.3K in Q3 2024.
  • 605 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.