IFWM
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Institute for Wealth Management’s NNN REIT NNN Stock Holding History

Institute for 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 		$19.1K Buy
+411
New +$18.4K ﹤0.01% 1145

Other funds holding NNN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Institute for Wealth Management's NNN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in NNN REIT (NNN) in Q2 2026: 411 shares worth $19.1K. The stake represents ﹤0.01% of the portfolio and ranks #1145 among its holdings.

324 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Institute for Wealth Management held 411 shares of NNN REIT worth $19.1K as of Q2 2026.
  • NNN REIT was a new Institute for Wealth Management position in Q2 2026.
  • NNN REIT made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1145 holding.
  • 324 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.