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Foundations Investment Advisors’s NNN REIT NNN Stock Holding History

Foundations Investment 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 		$1.25M Buy
29,782
+7,387
+33% +$318K 0.02% 469
2025
Q4 		$888K Buy
22,395
+16,146
+258% +$662K 0.01% 543
2025
Q3 		$266K Buy
+6,249
New +$265K ﹤0.01% 900

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

Foundations Investment Advisors's NNN Position: Q1 2026 in Review

Foundations Investment Advisors increased its NNN REIT (NNN) stake by 33% in Q1 2026, buying an estimated $318K and bringing the position to 29,782 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #469.

Foundations Investment Advisors first reported a position in NNN in Q3 2025 and has held it in 3 quarters since. 539 funds tracked by Wall St. Rank hold NNN as of Q1 2026.

  • Foundations Investment Advisors held 29,782 shares of NNN REIT worth $1.25M as of Q1 2026.
  • Foundations Investment Advisors bought 7,387 NNN REIT shares in Q1 2026, an estimated $318K.
  • NNN REIT made up 0.02% of Foundations Investment Advisors's portfolio in Q1 2026, its #469 holding.
  • Foundations Investment Advisors first reported a position in NNN REIT in Q3 2025 and has held it in 3 quarters since.
  • 539 funds tracked by Wall St. Rank held NNN REIT as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.