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Dogwood Wealth Management’s NNN REIT NNN Stock Holding History

Dogwood Wealth Management’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 		$1.72K Buy
37
+14
+61% +$625 ﹤0.01% 685
2026
Q1 		$967 Buy
+23
New +$991 ﹤0.01% 757
2025
Q4 		– Sell
-40
Closed -$1.7K – 802
2025
Q3 		$1.7K Sell
40
-117
-75% -$4.97K ﹤0.01% 549
2025
Q2 		$6.78K Buy
+157
New +$6.52K ﹤0.01% 360

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 $3.38T AUM 44.17% 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

Dogwood Wealth Management's NNN Position: Q2 2026 in Review

Dogwood Wealth Management increased its NNN REIT (NNN) stake by 61% in Q2 2026, buying an estimated $625 and bringing the position to 37 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Dogwood Wealth Management first reported a position in NNN in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.78K in Q2 2025. 605 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Dogwood Wealth Management held 37 shares of NNN REIT worth $1.72K as of Q2 2026.
  • Dogwood Wealth Management bought 14 NNN REIT shares in Q2 2026, an estimated $625.
  • NNN REIT made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #685 holding.
  • Dogwood Wealth Management first reported a position in NNN REIT in Q2 2025 and has held it in 4 quarters since.
  • Dogwood Wealth Management's NNN REIT position peaked at $6.78K in Q2 2025.
  • 605 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.