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EP Wealth Advisors’s NNN REIT NNN Stock Holding History

EP Wealth Advisors’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 		$1.21M Buy
26,023
+5,640
+28% +$252K ﹤0.01% 701
2026
Q1 		$857K Buy
20,383
+997
+5% +$43K ﹤0.01% 689
2025
Q4 		$768K Buy
+19,386
New +$795K ﹤0.01% 701
2025
Q2 		$605K Buy
14,022
+941
+7% +$39.1K ﹤0.01% 711
2025
Q1 		$558K Sell
13,081
-344
-3% -$14K ﹤0.01% 670
2024
Q4 		$548K Buy
13,425
+474
+4% +$21K ﹤0.01% 660
2024
Q3 		$628K Buy
+12,951
New +$599K 0.01% 622

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

EP Wealth Advisors's NNN Position: Q2 2026 in Review

EP Wealth Advisors increased its NNN REIT (NNN) stake by 28% in Q2 2026, buying an estimated $252K and bringing the position to 26,023 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #701.

EP Wealth Advisors first reported a position in NNN in Q3 2024 and has held it in 7 quarters since. 602 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • EP Wealth Advisors held 26,023 shares of NNN REIT worth $1.21M as of Q2 2026.
  • EP Wealth Advisors bought 5,640 NNN REIT shares in Q2 2026, an estimated $252K.
  • NNN REIT made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #701 holding.
  • EP Wealth Advisors first reported a position in NNN REIT in Q3 2024 and has held it in 7 quarters since.
  • 602 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.