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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

EP Wealth Advisors's NNN Position: Q1 2026 in Review

EP Wealth Advisors increased its NNN REIT (NNN) stake by 5.1% in Q1 2026, buying an estimated $43K and bringing the position to 20,383 shares worth $857K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

EP Wealth Advisors first reported a position in NNN in Q3 2024 and has held it in 6 quarters since. 539 funds tracked by Wall St. Rank hold NNN as of Q1 2026.

  • EP Wealth Advisors held 20,383 shares of NNN REIT worth $857K as of Q1 2026.
  • EP Wealth Advisors bought 997 NNN REIT shares in Q1 2026, an estimated $43K.
  • NNN REIT made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #689 holding.
  • EP Wealth Advisors first reported a position in NNN REIT in Q3 2024 and has held it in 6 quarters since.
  • 539 funds tracked by Wall St. Rank held NNN REIT as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.