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Elevation Wealth Partners’s NNN REIT NNN Stock Holding History

Elevation Wealth Partners’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
Q3 		$93.1K Buy
2,266
+1,176
+108% +$53.8K 0.03% 210
2026
Q2 		$50.7K Buy
1,090
+939
+622% +$41.9K 0.02% 299
2026
Q1 		$6.35K Sell
151
-324
-68% -$14K ﹤0.01% 635
2025
Q4 		$18.8K Buy
475
+417
+719% +$17.1K 0.01% 385
2025
Q3 		$2.47K Buy
+58
New +$2.46K ﹤0.01% 610

Other funds holding NNN

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Elevation Wealth Partners's NNN Position: Q3 2026 in Review

Elevation Wealth Partners increased its NNN REIT (NNN) stake by 108% in Q3 2026, buying an estimated $53.8K and bringing the position to 2,266 shares worth $93.1K. The position accounts for 0.03% of the portfolio, ranked #210.

Elevation Wealth Partners first reported a position in NNN in Q3 2025 and has held it in 5 quarters since. 29 funds tracked by Wall St. Rank hold NNN as of Q3 2026.

  • Elevation Wealth Partners held 2,266 shares of NNN REIT worth $93.1K as of Q3 2026.
  • Elevation Wealth Partners bought 1,176 NNN REIT shares in Q3 2026, an estimated $53.8K.
  • NNN REIT made up 0.03% of Elevation Wealth Partners's portfolio in Q3 2026, its #210 holding.
  • Elevation Wealth Partners first reported a position in NNN REIT in Q3 2025 and has held it in 5 quarters since.
  • 29 funds tracked by Wall St. Rank held NNN REIT as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.