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Chung Wu Investment Group’s NNN REIT NNN Stock Holding History

Chung Wu Investment Group’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 		$29.4K Hold
700
– – 0.03% 155
2025
Q4 		$27.7K Hold
700
– – 0.02% 158
2025
Q3 		$29.8K Hold
700
– – 0.02% 160
2025
Q2 		$30.2K Buy
+700
New +$29.1K 0.03% 146

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

Chung Wu Investment Group's NNN Position: Q1 2026 in Review

Chung Wu Investment Group held its NNN REIT (NNN) position steady in Q1 2026 at 700 shares worth $29.4K. The position accounts for 0.03% of the portfolio, ranked #155.

Chung Wu Investment Group first reported a position in NNN in Q2 2025 and has held it in 4 quarters since. The position peaked at $30.2K in Q2 2025. 539 funds tracked by Wall St. Rank hold NNN as of Q1 2026.

  • Chung Wu Investment Group held 700 shares of NNN REIT worth $29.4K as of Q1 2026.
  • Chung Wu Investment Group left its NNN REIT share count unchanged in Q1 2026.
  • NNN REIT made up 0.03% of Chung Wu Investment Group's portfolio in Q1 2026, its #155 holding.
  • Chung Wu Investment Group first reported a position in NNN REIT in Q2 2025 and has held it in 4 quarters since.
  • Chung Wu Investment Group's NNN REIT position peaked at $30.2K in Q2 2025.
  • 539 funds tracked by Wall St. Rank held NNN REIT as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.