IFG
NNN icon

Independent Financial Group’s NNN REIT NNN Stock Holding History

Independent Financial Group’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
2025
Q2 		– Sell
-5,205
Closed -$222K – 1342
2025
Q1 		$222K Buy
+5,205
New +$212K 0.01% 1068
2024
Q4 		– Sell
-4,424
Closed -$215K – 1217
2024
Q3 		$215K Buy
+4,424
New +$205K 0.01% 1039
2022
Q1 		– Sell
-22,059
Closed -$1.06M – 831
2021
Q4 		$1.06M Buy
22,059
+10,750
+95% +$493K 0.09% 236
2021
Q3 		$488K Buy
11,309
+1,900
+20% +$89.4K 0.05% 374
2021
Q2 		$441K Buy
+9,409
New +$441K 0.05% 404

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Independent Financial Group's NNN Position: Q2 2025 in Review

Independent Financial Group sold out of NNN REIT (NNN) in Q2 2025, closing a stake of 5,205 shares — an estimated $222K sold.

Independent Financial Group first reported a position in NNN in Q2 2021 and held it in 5 quarters. The position peaked at $1.06M in Q4 2021. 482 funds tracked by Wall St. Rank hold NNN as of Q2 2025.

  • Independent Financial Group reported no remaining NNN REIT position as of Q2 2025 after selling out during the quarter.
  • Independent Financial Group sold 5,205 NNN REIT shares in Q2 2025, an estimated $222K.
  • Independent Financial Group first reported a position in NNN REIT in Q2 2021 and held it in 5 quarters.
  • Independent Financial Group's NNN REIT position peaked at $1.06M in Q4 2021.
  • 482 funds tracked by Wall St. Rank held NNN REIT as of Q2 2025.

Based on Independent Financial Group's 13F filing for Q2 2025, filed 15 May 2026.