Carolina Wealth Advisors’s NNN REIT NNN Stock Holding History

Carolina Wealth 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 Q2	$5.58K	Hold	120	–	–	﹤0.01%	229
2026 Q1	$5.04K	Hold	120	–	–	﹤0.01%	225
2025 Q4	$4.76K	Buy	+120	New	+$4.92K	﹤0.01%	205

Other funds holding NNN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carolina Wealth Advisors's NNN Position: Q2 2026 in Review

Carolina Wealth Advisors held its NNN REIT (NNN) position steady in Q2 2026 at 120 shares worth $5.58K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Carolina Wealth Advisors first reported a position in NNN in Q4 2025 and has held it in 3 quarters since. 602 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

Carolina Wealth Advisors held 120 shares of NNN REIT worth $5.58K as of Q2 2026.
Carolina Wealth Advisors left its NNN REIT share count unchanged in Q2 2026.
NNN REIT made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #229 holding.
Carolina Wealth Advisors first reported a position in NNN REIT in Q4 2025 and has held it in 3 quarters since.
602 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.