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Golden State Wealth Management’s NNN REIT NNN Stock Holding History

Golden State Wealth 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
Q1 		– Sell
-13
Closed -$515 – 1693
2025
Q4 		$515 Hold
13
– – ﹤0.01% 1588
2025
Q3 		$553 Hold
13
– – ﹤0.01% 1560
2025
Q2 		$561 Buy
+13
New +$540 ﹤0.01% 1489

Other funds holding NNN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return

Golden State Wealth Management's NNN Position: Q1 2026 in Review

Golden State Wealth Management sold out of NNN REIT (NNN) in Q1 2026, closing a stake of 13 shares — an estimated $515 sold.

Golden State Wealth Management first reported a position in NNN in Q2 2025 and held it in 3 quarters. The position peaked at $561 in Q2 2025. 545 funds tracked by Wall St. Rank hold NNN as of Q1 2026.

  • Golden State Wealth Management reported no remaining NNN REIT position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 13 NNN REIT shares in Q1 2026, an estimated $515.
  • Golden State Wealth Management first reported a position in NNN REIT in Q2 2025 and held it in 3 quarters.
  • Golden State Wealth Management's NNN REIT position peaked at $561 in Q2 2025.
  • 545 funds tracked by Wall St. Rank held NNN REIT as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.