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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
Q2 		$88.4K Buy
1,900
+300
+19% +$13.4K ﹤0.01% 275
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 $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

Heritage Wealth Advisors's NNN Position: Q2 2026 in Review

Heritage Wealth Advisors increased its NNN REIT (NNN) stake by 19% in Q2 2026, buying an estimated $13.4K and bringing the position to 1,900 shares worth $88.4K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Heritage Wealth Advisors first reported a position in NNN in Q4 2023 and has held it in 11 quarters since. 602 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Heritage Wealth Advisors held 1,900 shares of NNN REIT worth $88.4K as of Q2 2026.
  • Heritage Wealth Advisors bought 300 NNN REIT shares in Q2 2026, an estimated $13.4K.
  • NNN REIT made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #275 holding.
  • Heritage Wealth Advisors first reported a position in NNN REIT in Q4 2023 and has held it in 11 quarters since.
  • 602 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.