EWA
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EverSource Wealth Advisors’s NNN REIT NNN Stock Holding History

EverSource 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 		$393K Buy
8,455
+1,911
+29% +$85.3K 0.01% 671
2026
Q1 		$275K Buy
6,544
+658
+11% +$28.4K 0.01% 888
2025
Q4 		$233K Sell
5,886
-996
-14% -$40.8K 0.01% 876
2025
Q3 		$293K Buy
6,882
+1,342
+24% +$57K 0.01% 742
2025
Q2 		$239K Buy
5,540
+4,030
+267% +$167K 0.01% 787
2025
Q1 		$64.4K Sell
1,510
-3,443
-70% -$140K ﹤0.01% 1114
2024
Q4 		$202K Buy
4,953
+4,449
+883% +$197K 0.01% 650
2024
Q3 		$24.4K Sell
504
-1,068
-68% -$49.4K ﹤0.01% 1389
2024
Q2 		$70.6K Buy
1,572
+64
+4% +$2.66K ﹤0.01% 940
2024
Q1 		$61.1K Sell
1,508
-223
-13% -$9.28K ﹤0.01% 891
2023
Q4 		$74.6K Buy
1,731
+1,635
+1,703% +$63.3K 0.01% 747
2023
Q3 		$3.39K Buy
+96
New +$3.85K ﹤0.01% 1845
2023
Q2 		– Sell
-12
Closed -$516 – 2563
2023
Q1 		$530 Sell
12
-67
-85% -$3.05K ﹤0.01% 2211
2022
Q4 		$3.62K Hold
79
– – ﹤0.01% 1722
2022
Q3 		$3K Buy
+79
New +$3.56K ﹤0.01% 1559

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

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

EverSource Wealth Advisors increased its NNN REIT (NNN) stake by 29% in Q2 2026, buying an estimated $85.3K and bringing the position to 8,455 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #671.

EverSource Wealth Advisors first reported a position in NNN in Q3 2022 and has held it in 15 quarters since. 601 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • EverSource Wealth Advisors held 8,455 shares of NNN REIT worth $393K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,911 NNN REIT shares in Q2 2026, an estimated $85.3K.
  • NNN REIT made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #671 holding.
  • EverSource Wealth Advisors first reported a position in NNN REIT in Q3 2022 and has held it in 15 quarters since.
  • 601 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.