FAM
NNN icon

Fulcrum Asset Management’s NNN REIT NNN Stock Holding History

Fulcrum Asset Management’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 		$71.7K Hold
1,514
– – 0.01% 537
2026
Q1 		$63.4K Hold
1,514
– – 0.01% 182
2025
Q4 		$60.3K Hold
1,514
– – 0.02% 153
2025
Q3 		$64.5K Hold
1,514
– – 0.02% 151
2025
Q2 		$65.4K Buy
+1,514
New +$62.9K 0.02% 159

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

Fulcrum Asset Management's NNN Position: Q2 2026 in Review

Fulcrum Asset Management held its NNN REIT (NNN) position steady in Q2 2026 at 1,514 shares worth $71.7K. The position accounts for 0.01% of the portfolio, ranked #537.

Fulcrum Asset Management first reported a position in NNN in Q2 2025 and has held it in 5 quarters since. 601 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Fulcrum Asset Management held 1,514 shares of NNN REIT worth $71.7K as of Q2 2026.
  • Fulcrum Asset Management left its NNN REIT share count unchanged in Q2 2026.
  • NNN REIT made up 0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #537 holding.
  • Fulcrum Asset Management first reported a position in NNN REIT in Q2 2025 and has held it in 5 quarters since.
  • 601 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.