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HB Wealth Management’s NNN REIT NNN Stock Holding History

HB 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
Q2 		$1.35M Buy
28,943
+17,889
+162% +$799K 0.01% 618
2026
Q1 		$465K Buy
11,054
+4,161
+60% +$179K ﹤0.01% 1010
2025
Q4 		$273K Buy
6,893
+1,331
+24% +$54.6K ﹤0.01% 1182
2025
Q3 		$237K Buy
+5,562
New +$236K ﹤0.01% 1189

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

HB Wealth Management's NNN Position: Q2 2026 in Review

HB Wealth Management increased its NNN REIT (NNN) stake by 162% in Q2 2026, buying an estimated $799K and bringing the position to 28,943 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #618.

HB Wealth Management first reported a position in NNN in Q3 2025 and has held it in 4 quarters since. 601 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • HB Wealth Management held 28,943 shares of NNN REIT worth $1.35M as of Q2 2026.
  • HB Wealth Management bought 17,889 NNN REIT shares in Q2 2026, an estimated $799K.
  • NNN REIT made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #618 holding.
  • HB Wealth Management first reported a position in NNN REIT in Q3 2025 and has held it in 4 quarters since.
  • 601 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.