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Dynasty Wealth Management’s NNN REIT NNN Stock Holding History

Dynasty 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
2025
Q3 		– Sell
-5,984
Closed -$258K – 340
2025
Q2 		$258K Sell
5,984
-305
-5% -$12.7K ﹤0.01% 218
2025
Q1 		$268K Buy
6,289
+392
+7% +$16K ﹤0.01% 233
2024
Q4 		$241K Buy
5,897
+1,173
+25% +$51.9K ﹤0.01% 238
2024
Q3 		$229K Buy
+4,724
New +$218K 0.01% 218

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Dynasty Wealth Management's NNN Position: Q3 2025 in Review

Dynasty Wealth Management sold out of NNN REIT (NNN) in Q3 2025, closing a stake of 5,984 shares — an estimated $258K sold.

Dynasty Wealth Management first reported a position in NNN in Q3 2024 and held it in 4 quarters. The position peaked at $268K in Q1 2025. 507 funds tracked by Wall St. Rank hold NNN as of Q3 2025.

  • Dynasty Wealth Management reported no remaining NNN REIT position as of Q3 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 5,984 NNN REIT shares in Q3 2025, an estimated $258K.
  • Dynasty Wealth Management first reported a position in NNN REIT in Q3 2024 and held it in 4 quarters.
  • Dynasty Wealth Management's NNN REIT position peaked at $268K in Q1 2025.
  • 507 funds tracked by Wall St. Rank held NNN REIT as of Q3 2025.

Based on Dynasty Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.