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Clearstead Trust’s NNN REIT NNN Stock Holding History

Clearstead Trust’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 		$27.2K Buy
585
+464
+383% +$20.7K ﹤0.01% 411
2026
Q1 		$5.09K Sell
121
-21
-15% -$905 ﹤0.01% 750
2025
Q4 		$5.63K Sell
142
-263
-65% -$10.8K ﹤0.01% 734
2025
Q3 		$17.2K Buy
405
+59
+17% +$2.5K ﹤0.01% 473
2025
Q2 		$14.9K Buy
346
+176
+104% +$7.31K ﹤0.01% 498
2025
Q1 		$7.25K Buy
+170
New +$6.94K ﹤0.01% 523

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 Trust's NNN Position: Q2 2026 in Review

Clearstead Trust increased its NNN REIT (NNN) stake by 383% in Q2 2026, buying an estimated $20.7K and bringing the position to 585 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Clearstead Trust first reported a position in NNN in Q1 2025 and has held it in 6 quarters since. 602 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Clearstead Trust held 585 shares of NNN REIT worth $27.2K as of Q2 2026.
  • Clearstead Trust bought 464 NNN REIT shares in Q2 2026, an estimated $20.7K.
  • NNN REIT made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #411 holding.
  • Clearstead Trust first reported a position in NNN REIT in Q1 2025 and has held it in 6 quarters since.
  • 602 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

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