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Heritage Wealth Advisors’s NNN REIT NNN Stock Holding History

Heritage Wealth Advisors’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 		$67.2K Hold
1,600
– – ﹤0.01% 288
2025
Q4 		$63.4K Hold
1,600
– – ﹤0.01% 294
2025
Q3 		$68.1K Hold
1,600
– – ﹤0.01% 274
2025
Q2 		$69.1K Hold
1,600
– – ﹤0.01% 278
2025
Q1 		$68.2K Hold
1,600
– – ﹤0.01% 275
2024
Q4 		$65.4K Hold
1,600
– – ﹤0.01% 290
2024
Q3 		$77.6K Hold
1,600
– – ﹤0.01% 290
2024
Q2 		$68.2K Hold
1,600
– – ﹤0.01% 284
2024
Q1 		$68.4K Hold
1,600
– – ﹤0.01% 299
2023
Q4 		$69K Buy
+1,600
New +$62K ﹤0.01% 307

Other funds holding NNN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Heritage Wealth Advisors's NNN Position: Q1 2026 in Review

Heritage Wealth Advisors held its NNN REIT (NNN) position steady in Q1 2026 at 1,600 shares worth $67.2K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Heritage Wealth Advisors first reported a position in NNN in Q4 2023 and has held it in 10 quarters since. The position peaked at $77.6K in Q3 2024. 539 funds tracked by Wall St. Rank hold NNN as of Q1 2026.

  • Heritage Wealth Advisors held 1,600 shares of NNN REIT worth $67.2K as of Q1 2026.
  • Heritage Wealth Advisors left its NNN REIT share count unchanged in Q1 2026.
  • NNN REIT made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #288 holding.
  • Heritage Wealth Advisors first reported a position in NNN REIT in Q4 2023 and has held it in 10 quarters since.
  • Heritage Wealth Advisors's NNN REIT position peaked at $77.6K in Q3 2024.
  • 539 funds tracked by Wall St. Rank held NNN REIT as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.