EP Wealth Advisors
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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
Q3 		$1.06M Sell
25,755
-268
-1% -$12.3K ﹤0.01% 676
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

EP Wealth Advisors's NNN Position: Q3 2026 in Review

EP Wealth Advisors reduced its NNN REIT (NNN) stake by 1% in Q3 2026, selling an estimated $12.3K and leaving 25,755 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #676.

EP Wealth Advisors first reported a position in NNN in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.21M in Q2 2026. 490 funds tracked by Wall St. Rank hold NNN as of Q3 2026.

  • EP Wealth Advisors held 25,755 shares of NNN REIT worth $1.06M as of Q3 2026.
  • EP Wealth Advisors sold 268 NNN REIT shares in Q3 2026, an estimated $12.3K.
  • NNN REIT made up ﹤0.01% of EP Wealth Advisors's portfolio in Q3 2026, its #676 holding.
  • EP Wealth Advisors first reported a position in NNN REIT in Q3 2024 and has held it in 8 quarters since.
  • EP Wealth Advisors's NNN REIT position peaked at $1.21M in Q2 2026.
  • 490 funds tracked by Wall St. Rank held NNN REIT as of Q3 2026.

Based on EP Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.