CIA
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Caerus Investment Advisors’s NNN REIT NNN Stock Holding History

Caerus Investment Advisors’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 		– Sell
-8,007
Closed -$317K – 346
2025
Q4 		$317K Buy
8,007
+1,591
+25% +$65.2K 0.1% 211
2025
Q3 		$273K Buy
+6,416
New +$272K 0.11% 205

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

Caerus Investment Advisors's NNN Position: Q1 2026 in Review

Caerus Investment Advisors sold out of NNN REIT (NNN) in Q1 2026, closing a stake of 8,007 shares — an estimated $317K sold.

Caerus Investment Advisors first reported a position in NNN in Q3 2025 and held it in 2 quarters. The position peaked at $317K in Q4 2025. 539 funds tracked by Wall St. Rank hold NNN as of Q1 2026.

  • Caerus Investment Advisors reported no remaining NNN REIT position as of Q1 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 8,007 NNN REIT shares in Q1 2026, an estimated $317K.
  • Caerus Investment Advisors first reported a position in NNN REIT in Q3 2025 and held it in 2 quarters.
  • Caerus Investment Advisors's NNN REIT position peaked at $317K in Q4 2025.
  • 539 funds tracked by Wall St. Rank held NNN REIT as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.