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BFC Planning, Inc.’s NNN REIT NNN Stock Holding History

BFC Planning, Inc.’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 		$175K Sell
3,764
-33
-0.9% -$1.47K 0.01% 987
2026
Q1 		$160K Buy
3,797
+10
+0.3% +$431 0.01% 951
2025
Q4 		$150K Buy
3,787
+886
+31% +$36.3K 0.01% 982
2025
Q3 		$123K Buy
2,901
+1,200
+71% +$51K 0.01% 850
2025
Q2 		$73.4K Hold
1,701
– – 0.01% 994
2025
Q1 		$72.5K Hold
1,701
– – 0.01% 975
2024
Q4 		$69.5K Buy
+1,701
New +$75.3K 0.01% 992

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

BFC Planning, Inc.'s NNN Position: Q2 2026 in Review

BFC Planning, Inc. reduced its NNN REIT (NNN) stake by 0.87% in Q2 2026, selling an estimated $1.47K and leaving 3,764 shares worth $175K. The position accounts for 0.01% of the portfolio, ranked #987.

BFC Planning, Inc. first reported a position in NNN in Q4 2024 and has held it in 7 quarters since. 609 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • BFC Planning, Inc. held 3,764 shares of NNN REIT worth $175K as of Q2 2026.
  • BFC Planning, Inc. sold 33 NNN REIT shares in Q2 2026, an estimated $1.47K.
  • NNN REIT made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #987 holding.
  • BFC Planning, Inc. first reported a position in NNN REIT in Q4 2024 and has held it in 7 quarters since.
  • 609 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.