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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
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 $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

Clearstead Advisors's NNN Position: Q1 2026 in Review

Clearstead Advisors reduced its NNN REIT (NNN) stake by 93% in Q1 2026, selling an estimated $32.2K and leaving 58 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1862.

Clearstead Advisors first reported a position in NNN in Q1 2020 and has held it in 9 quarters since. The position peaked at $121K in Q3 2025. 539 funds tracked by Wall St. Rank hold NNN as of Q1 2026.

  • Clearstead Advisors held 58 shares of NNN REIT worth $2.44K as of Q1 2026.
  • Clearstead Advisors sold 748 NNN REIT shares in Q1 2026, an estimated $32.2K.
  • NNN REIT made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1862 holding.
  • Clearstead Advisors first reported a position in NNN REIT in Q1 2020 and has held it in 9 quarters since.
  • Clearstead Advisors's NNN REIT position peaked at $121K in Q3 2025.
  • 539 funds tracked by Wall St. Rank held NNN REIT as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.