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Capital Advisors Ltd’s NNN REIT NNN Stock Holding History

Capital Advisors Ltd’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 		$63K Buy
1,356
+289
+27% +$12.9K 0.01% 479
2026
Q1 		$45K Buy
1,067
+124
+13% +$5.34K 0.01% 523
2025
Q4 		$37K Buy
943
+310
+49% +$12.7K ﹤0.01% 551
2025
Q3 		$27K Sell
633
-353
-36% -$15K ﹤0.01% 592
2025
Q2 		$43K Buy
986
+978
+12,225% +$40.6K 0.01% 500
2025
Q1 		$0 Sell
8
-2
-20% -$82 ﹤0.01% 1511
2024
Q4 		$0 Hold
10
– – ﹤0.01% 1514
2024
Q3 		$0 Hold
10
– – ﹤0.01% 1538
2024
Q2 		$0 Sell
10
-7
-41% -$291 ﹤0.01% 1564
2024
Q1 		$1K Buy
17
+7
+70% +$291 ﹤0.01% 1232
2023
Q4 		$0 Buy
+10
New +$387 ﹤0.01% 1420
2023
Q2 		– Sell
-22
Closed -$1K – 1461
2023
Q1 		$1K Buy
+22
New +$1K ﹤0.01% 1075
2022
Q4 		– Sell
-4
Closed – – 1497
2022
Q3 		$0 Buy
+4
New +$181 ﹤0.01% 1424

Other funds holding NNN

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Capital Advisors Ltd's NNN Position: Q2 2026 in Review

Capital Advisors Ltd increased its NNN REIT (NNN) stake by 27% in Q2 2026, buying an estimated $12.9K and bringing the position to 1,356 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #479.

Capital Advisors Ltd first reported a position in NNN in Q3 2022 and has held it in 13 quarters since. 52 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Capital Advisors Ltd held 1,356 shares of NNN REIT worth $63K as of Q2 2026.
  • Capital Advisors Ltd bought 289 NNN REIT shares in Q2 2026, an estimated $12.9K.
  • NNN REIT made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #479 holding.
  • Capital Advisors Ltd first reported a position in NNN REIT in Q3 2022 and has held it in 13 quarters since.
  • 52 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.