Creative Planning
NNN icon

Creative Planning’s NNN REIT NNN Stock Holding History

Creative Planning’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 		$19M Buy
452,534
+244,740
+118% +$10.5M 0.01% 468
2025
Q4 		$8.23M Buy
207,794
+63,014
+44% +$2.58M 0.01% 705
2025
Q3 		$6.16M Buy
144,780
+89,228
+161% +$3.79M ﹤0.01% 759
2025
Q2 		$2.4M Sell
55,552
-4,970
-8% -$206K ﹤0.01% 1194
2025
Q1 		$2.58M Buy
60,522
+5,269
+10% +$215K ﹤0.01% 1018
2024
Q4 		$2.26M Buy
55,253
+16,003
+41% +$709K ﹤0.01% 1057
2024
Q3 		$1.9M Buy
39,250
+4,888
+14% +$226K ﹤0.01% 1085
2024
Q2 		$1.46M Sell
34,362
-1,597
-4% -$66.4K ﹤0.01% 1155
2024
Q1 		$1.54M Buy
35,959
+2,315
+7% +$96.3K ﹤0.01% 1089
2023
Q4 		$1.45M Buy
33,644
+7,991
+31% +$309K ﹤0.01% 1053
2023
Q3 		$907K Buy
25,653
+5,159
+25% +$207K ﹤0.01% 1210
2023
Q2 		$877K Buy
20,494
+1,678
+9% +$72.2K ﹤0.01% 1203
2023
Q1 		$831K Buy
18,816
+1,077
+6% +$49K ﹤0.01% 1170
2022
Q4 		$812K Sell
17,739
-815
-4% -$35.4K ﹤0.01% 1142
2022
Q3 		$740K Buy
18,554
+1,727
+10% +$77.9K ﹤0.01% 1108
2022
Q2 		$724K Sell
16,827
-8,736
-34% -$384K ﹤0.01% 1118
2022
Q1 		$1.15M Sell
25,563
-281
-1% -$12.4K ﹤0.01% 924
2021
Q4 		$1.24M Sell
25,844
-47
-0.2% -$2.16K ﹤0.01% 858
2021
Q3 		$1.12M Buy
25,891
+9,558
+59% +$450K ﹤0.01% 894
2021
Q2 		$766K Sell
16,333
-4,743
-23% -$222K ﹤0.01% 1055
2021
Q1 		$929K Sell
21,076
-3,210
-13% -$134K ﹤0.01% 1068
2020
Q4 		$994K Sell
24,286
-1,564
-6% -$58.9K ﹤0.01% 954
2020
Q3 		$892K Sell
25,850
-20,590
-44% -$736K ﹤0.01% 850
2020
Q2 		$1.65M Buy
46,440
+19,671
+73% +$643K ﹤0.01% 561
2020
Q1 		$862K Sell
26,769
-1,882
-7% -$94.5K ﹤0.01% 710
2019
Q4 		$1.54M Buy
28,651
+158
+0.6% +$8.78K ﹤0.01% 610
2019
Q3 		$1.61M Buy
28,493
+165
+0.6% +$8.97K 0.01% 565
2019
Q2 		$1.5M Sell
28,328
-92
-0.3% -$4.91K 0.01% 592
2019
Q1 		$1.57M Sell
28,420
-2,807
-9% -$145K 0.01% 553
2018
Q4 		$1.51M Sell
31,227
-623
-2% -$29.7K 0.01% 502
2018
Q3 		$1.43M Buy
31,850
+4,977
+19% +$224K 0.01% 603
2018
Q2 		$1.18M Sell
26,873
-1,187
-4% -$47.9K ﹤0.01% 662
2018
Q1 		$1.1M Sell
28,060
-6,101
-18% -$238K ﹤0.01% 686
2017
Q4 		$1.47M Sell
34,161
-3,590
-10% -$151K 0.01% 547
2017
Q3 		$1.57M Sell
37,751
-2,470
-6% -$101K 0.01% 536
2017
Q2 		$1.57M Sell
40,221
-5,499
-12% -$222K 0.01% 520
2017
Q1 		$1.99M Sell
45,720
-9,806
-18% -$434K 0.01% 426
2016
Q4 		$2.45M Sell
55,526
-2,879
-5% -$127K 0.01% 350
2016
Q3 		$2.97M Buy
58,405
+44,116
+309% +$2.25M 0.02% 293
2016
Q2 		$739K Sell
14,289
-162
-1% -$7.51K 0.01% 610
2016
Q1 		$668K Buy
14,451
+226
+2% +$9.82K 0.01% 635
2015
Q4 		$570K Buy
14,225
+961
+7% +$36.6K ﹤0.01% 701
2015
Q3 		$481K Sell
13,264
-678
-5% -$24.6K ﹤0.01% 758
2015
Q2 		$488K Sell
13,942
-1,436
-9% -$55K ﹤0.01% 666
2015
Q1 		$630K Sell
15,378
-84
-0.5% -$3.48K 0.01% 639
2014
Q4 		$609K Buy
15,462
+999
+7% +$37.8K 0.01% 618
2014
Q3 		$500K Buy
14,463
+3,403
+31% +$124K 0.01% 654
2014
Q2 		$411K Buy
11,060
+100
+0.9% +$3.52K 0.01% 721
2014
Q1 		$376K Sell
10,960
-400
-4% -$13.3K 0.01% 735
2013
Q4 		$345K Sell
11,360
-500
-4% -$16.2K 0.01% 634
2013
Q3 		$377K Sell
11,860
-144
-1% -$4.8K 0.01% 522
2013
Q2 		$413K Buy
+12,004
New +$451K 0.01% 457

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

Creative Planning's NNN Position: Q1 2026 in Review

Creative Planning increased its NNN REIT (NNN) stake by 118% in Q1 2026, buying an estimated $10.5M and bringing the position to 452,534 shares worth $19M. The position accounts for 0.01% of the portfolio, ranked #468.

Creative Planning first reported a position in NNN in Q2 2013 and has held it in 52 quarters since. 539 funds tracked by Wall St. Rank hold NNN as of Q1 2026.

  • Creative Planning held 452,534 shares of NNN REIT worth $19M as of Q1 2026.
  • Creative Planning bought 244,740 NNN REIT shares in Q1 2026, an estimated $10.5M.
  • NNN REIT made up 0.01% of Creative Planning's portfolio in Q1 2026, its #468 holding.
  • Creative Planning first reported a position in NNN REIT in Q2 2013 and has held it in 52 quarters since.
  • 539 funds tracked by Wall St. Rank held NNN REIT as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.