GoalVest Advisory’s NNN REIT NNN Stock Holding History

GoalVest Advisory’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 Q3	$3.16K	Buy	+77	New	+$3.52K	﹤0.01%	618
2024 Q1	–	Sell	-90	Closed	-$3.88K	–	451
2023 Q4	$3.88K	Sell	90 -210	-70%	-$8.13K	﹤0.01%	299
2023 Q3	$10.6K	Buy	+300	New	+$12K	0.01%	276
2022 Q2	–	Sell	-340	Closed	-$15K	–	463
2022 Q1	$15K	Buy	+340	New	+$15K	0.01%	215

Other funds holding NNN

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

RSC

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MWM

MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

GoalVest Advisory's NNN Position: Q3 2026 in Review

GoalVest Advisory opened a new position in NNN REIT (NNN) in Q3 2026: 77 shares worth $3.16K. The stake represents ﹤0.01% of the portfolio and ranks #618 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in NNN as recently as Q4 2023.

GoalVest Advisory first reported a position in NNN in Q1 2022 and has held it in 4 quarters since. The position peaked at $15K in Q1 2022. 35 funds tracked by Wall St. Rank hold NNN as of Q3 2026.

GoalVest Advisory held 77 shares of NNN REIT worth $3.16K as of Q3 2026.
NNN REIT was a new GoalVest Advisory position in Q3 2026.
NNN REIT made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #618 holding.
GoalVest Advisory first reported a position in NNN REIT in Q1 2022 and has held it in 4 quarters since.
GoalVest Advisory's NNN REIT position peaked at $15K in Q1 2022.
35 funds tracked by Wall St. Rank held NNN REIT as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.