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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
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 $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 Trust's NNN Position: Q1 2026 in Review

Clearstead Trust reduced its NNN REIT (NNN) stake by 15% in Q1 2026, selling an estimated $905 and leaving 121 shares worth $5.09K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Clearstead Trust first reported a position in NNN in Q1 2025 and has held it in 5 quarters since. The position peaked at $17.2K in Q3 2025. 539 funds tracked by Wall St. Rank hold NNN as of Q1 2026.

  • Clearstead Trust held 121 shares of NNN REIT worth $5.09K as of Q1 2026.
  • Clearstead Trust sold 21 NNN REIT shares in Q1 2026, an estimated $905.
  • NNN REIT made up ﹤0.01% of Clearstead Trust's portfolio in Q1 2026, its #750 holding.
  • Clearstead Trust first reported a position in NNN REIT in Q1 2025 and has held it in 5 quarters since.
  • Clearstead Trust's NNN REIT position peaked at $17.2K in Q3 2025.
  • 539 funds tracked by Wall St. Rank held NNN REIT as of Q1 2026.

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