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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
Q2 		$1.48M Buy
31,884
+2,102
+7% +$93.9K 0.02% 480
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 $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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's NNN Position: Q2 2026 in Review

Foundations Investment Advisors increased its NNN REIT (NNN) stake by 7.1% in Q2 2026, buying an estimated $93.9K and bringing the position to 31,884 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #480.

Foundations Investment Advisors first reported a position in NNN in Q3 2025 and has held it in 4 quarters since. 605 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Foundations Investment Advisors held 31,884 shares of NNN REIT worth $1.48M as of Q2 2026.
  • Foundations Investment Advisors bought 2,102 NNN REIT shares in Q2 2026, an estimated $93.9K.
  • NNN REIT made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #480 holding.
  • Foundations Investment Advisors first reported a position in NNN REIT in Q3 2025 and has held it in 4 quarters since.
  • 605 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.