Horizons Wealth Management’s NNN REIT NNN Stock Holding History

Horizons 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 Q3	$40.1K	Buy	+975	New	+$44.6K	0.03%	103
2026 Q1	$41K	Hold	975	–	–	0.03%	106
2025 Q4	$38.6K	Hold	975	–	–	0.03%	110
2025 Q3	$41.5K	Hold	975	–	–	0.03%	107
2025 Q2	$42.1K	Hold	975	–	–	0.03%	108
2025 Q1	$41.6K	Hold	975	–	–	0.03%	106
2024 Q4	$39.8K	Hold	975	–	–	0.03%	104
2024 Q3	$47.3K	Sell	975 -150	-13%	-$6.94K	0.04%	100
2024 Q2	$51.9K	Hold	1,125	–	–	0.04%	97
2024 Q1	$48.5K	Hold	1,125	–	–	0.03%	92
2023 Q4	$48.5K	Hold	1,125	–	–	0.03%	92
2023 Q3	$39.8K	Hold	1,125	–	–	0.03%	101
2023 Q2	$48.1K	Hold	1,125	–	–	0.03%	96
2023 Q1	$49.7K	Hold	1,125	–	–	0.04%	86
2022 Q4	$51K	Hold	1,125	–	–	0.04%	90
2022 Q3	$45K	Hold	1,125	–	–	0.04%	80
2022 Q2	$53K	Buy	+1,125	New	+$49.5K	0.04%	80

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

Horizons Wealth Management's NNN Position: Q3 2026 in Review

Horizons Wealth Management opened a new position in NNN REIT (NNN) in Q3 2026: 975 shares worth $40.1K. The stake represents 0.03% of the portfolio and ranks #103 among its holdings. This is a return to the name: Horizons Wealth Management previously reported a position in NNN as recently as Q1 2026.

Horizons Wealth Management first reported a position in NNN in Q2 2022 and has held it in 17 quarters since. The position peaked at $53K in Q2 2022. 35 funds tracked by Wall St. Rank hold NNN as of Q3 2026.

Horizons Wealth Management held 975 shares of NNN REIT worth $40.1K as of Q3 2026.
NNN REIT was a new Horizons Wealth Management position in Q3 2026.
NNN REIT made up 0.03% of Horizons Wealth Management's portfolio in Q3 2026, its #103 holding.
Horizons Wealth Management first reported a position in NNN REIT in Q2 2022 and has held it in 17 quarters since.
Horizons Wealth Management's NNN REIT position peaked at $53K in Q2 2022.
35 funds tracked by Wall St. Rank held NNN REIT as of Q3 2026.

Based on Horizons Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.