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Clearstead Advisors’s NNN REIT NNN Stock Holding History

Clearstead 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 		$390K Buy
8,379
+8,321
+14,347% +$372K ﹤0.01% 840
2026
Q1 		$2.44K Sell
58
-748
-93% -$32.2K ﹤0.01% 1862
2025
Q4 		$31.9K Sell
806
-2,040
-72% -$83.6K ﹤0.01% 1562
2025
Q3 		$121K Buy
2,846
+1,236
+77% +$52.5K ﹤0.01% 999
2025
Q2 		$69.5K Buy
1,610
+1,537
+2,105% +$63.8K ﹤0.01% 1177
2025
Q1 		$3.11K Buy
+73
New +$2.98K ﹤0.01% 1823
2024
Q4 		– Sell
-20
Closed -$970 – 2161
2024
Q3 		$970 Buy
+20
New +$925 ﹤0.01% 1921
2022
Q2 		– Sell
-52
Closed -$2K – 1386
2022
Q1 		$2K Buy
+52
New +$2.29K ﹤0.01% 1216
2020
Q3 		– Sell
-1,150
Closed -$41K – 918
2020
Q2 		$41K Hold
1,150
– – ﹤0.01% 456
2020
Q1 		$37K Buy
+1,150
New +$57.8K 0.01% 441

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

Clearstead Advisors's NNN Position: Q2 2026 in Review

Clearstead Advisors increased its NNN REIT (NNN) stake by 14,347% in Q2 2026, buying an estimated $372K and bringing the position to 8,379 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Clearstead Advisors first reported a position in NNN in Q1 2020 and has held it in 10 quarters since. 602 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Clearstead Advisors held 8,379 shares of NNN REIT worth $390K as of Q2 2026.
  • Clearstead Advisors bought 8,321 NNN REIT shares in Q2 2026, an estimated $372K.
  • NNN REIT made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #840 holding.
  • Clearstead Advisors first reported a position in NNN REIT in Q1 2020 and has held it in 10 quarters since.
  • 602 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.