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Concord Wealth Partners’s NNN REIT NNN Stock Holding History

Concord Wealth Partners’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 		$3.91K Buy
+84
New +$3.75K ﹤0.01% 691
2026
Q1 		– Sell
-84
Closed -$3.33K – 592
2025
Q4 		$3.33K Hold
84
– – ﹤0.01% 664
2025
Q3 		$3.58K Hold
84
– – ﹤0.01% 667
2025
Q2 		$3.63K Buy
84
+16
+24% +$665 ﹤0.01% 667
2025
Q1 		$2.9K Hold
68
– – ﹤0.01% 648
2024
Q4 		$2.78K Hold
68
– – ﹤0.01% 681
2024
Q3 		$3.3K Sell
68
-17
-20% -$786 ﹤0.01% 691
2024
Q2 		$3.62K Buy
85
+17
+25% +$707 ﹤0.01% 609
2024
Q1 		$2.91K Buy
+68
New +$2.83K ﹤0.01% 716

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

Concord Wealth Partners's NNN Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in NNN REIT (NNN) in Q2 2026: 84 shares worth $3.91K. The stake represents ﹤0.01% of the portfolio and ranks #691 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in NNN as recently as Q4 2025.

Concord Wealth Partners first reported a position in NNN in Q1 2024 and has held it in 9 quarters since. 602 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Concord Wealth Partners held 84 shares of NNN REIT worth $3.91K as of Q2 2026.
  • NNN REIT was a new Concord Wealth Partners position in Q2 2026.
  • NNN REIT made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #691 holding.
  • Concord Wealth Partners first reported a position in NNN REIT in Q1 2024 and has held it in 9 quarters since.
  • 602 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.