Cromwell Holdings’s NNN REIT NNN Stock Holding History

Cromwell Holdings’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	$2.19K	Buy	47 +22	+88%	+$982	﹤0.01%	829
2026 Q1	$1.05K	Hold	25	–	–	﹤0.01%	845
2025 Q4	$991	Hold	25	–	–	﹤0.01%	830
2025 Q3	$1.06K	Hold	25	–	–	﹤0.01%	818
2025 Q2	$1.08K	Buy	+25	New	+$1.04K	﹤0.01%	797

Other funds holding NNN

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

RSC

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MWM

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Cromwell Holdings's NNN Position: Q2 2026 in Review

Cromwell Holdings increased its NNN REIT (NNN) stake by 88% in Q2 2026, buying an estimated $982 and bringing the position to 47 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Cromwell Holdings first reported a position in NNN in Q2 2025 and has held it in 5 quarters since. 51 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

Cromwell Holdings held 47 shares of NNN REIT worth $2.19K as of Q2 2026.
Cromwell Holdings bought 22 NNN REIT shares in Q2 2026, an estimated $982.
NNN REIT made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #829 holding.
Cromwell Holdings first reported a position in NNN REIT in Q2 2025 and has held it in 5 quarters since.
51 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.