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Caldwell Sutter Capital’s NNN REIT NNN Stock Holding History

Caldwell Sutter Capital’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 		$14.8K Buy
318
+92
+41% +$4.11K 0.01% 568
2026
Q1 		$9.5K Buy
226
+136
+151% +$5.86K ﹤0.01% 565
2025
Q4 		$3.57K Buy
+90
New +$3.69K ﹤0.01% 676

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 $3.37T AUM 44.26% 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

Caldwell Sutter Capital's NNN Position: Q2 2026 in Review

Caldwell Sutter Capital increased its NNN REIT (NNN) stake by 41% in Q2 2026, buying an estimated $4.11K and bringing the position to 318 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #568.

Caldwell Sutter Capital first reported a position in NNN in Q4 2025 and has held it in 3 quarters since. 604 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Caldwell Sutter Capital held 318 shares of NNN REIT worth $14.8K as of Q2 2026.
  • Caldwell Sutter Capital bought 92 NNN REIT shares in Q2 2026, an estimated $4.11K.
  • NNN REIT made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #568 holding.
  • Caldwell Sutter Capital first reported a position in NNN REIT in Q4 2025 and has held it in 3 quarters since.
  • 604 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.