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Crestwood Advisors Group’s NNN REIT NNN Stock Holding History

Crestwood Advisors Group’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 		$490K Buy
10,539
+3,673
+53% +$164K 0.01% 494
2026
Q1 		$289K Buy
6,866
+829
+14% +$35.7K ﹤0.01% 590
2025
Q4 		$239K Buy
+6,037
New +$247K ﹤0.01% 604
2017
Q2 		– Sell
-500
Closed -$21K – 343
2017
Q1 		$21K Buy
+500
New +$22.1K ﹤0.01% 372

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

Crestwood Advisors Group's NNN Position: Q2 2026 in Review

Crestwood Advisors Group increased its NNN REIT (NNN) stake by 53% in Q2 2026, buying an estimated $164K and bringing the position to 10,539 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #494.

Crestwood Advisors Group first reported a position in NNN in Q1 2017 and has held it in 4 quarters since. 601 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Crestwood Advisors Group held 10,539 shares of NNN REIT worth $490K as of Q2 2026.
  • Crestwood Advisors Group bought 3,673 NNN REIT shares in Q2 2026, an estimated $164K.
  • NNN REIT made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #494 holding.
  • Crestwood Advisors Group first reported a position in NNN REIT in Q1 2017 and has held it in 4 quarters since.
  • 601 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.