JTWM
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Jackson Thornton Wealth Management’s NNN REIT NNN Stock Holding History

Jackson Thornton 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
Q1 		– Sell
-6,221
Closed -$251K – 324
2025
Q4 		$251K Sell
6,221
-2,934
-32% -$120K 0.02% 249
2025
Q3 		$385K Buy
+9,155
New +$389K 0.04% 134

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

Jackson Thornton Wealth Management's NNN Position: Q1 2026 in Review

Jackson Thornton Wealth Management sold out of NNN REIT (NNN) in Q1 2026, closing a stake of 6,221 shares — an estimated $251K sold.

Jackson Thornton Wealth Management first reported a position in NNN in Q3 2025 and held it in 2 quarters. The position peaked at $385K in Q3 2025. 539 funds tracked by Wall St. Rank hold NNN as of Q1 2026.

  • Jackson Thornton Wealth Management reported no remaining NNN REIT position as of Q1 2026 after selling out during the quarter.
  • Jackson Thornton Wealth Management sold 6,221 NNN REIT shares in Q1 2026, an estimated $251K.
  • Jackson Thornton Wealth Management first reported a position in NNN REIT in Q3 2025 and held it in 2 quarters.
  • Jackson Thornton Wealth Management's NNN REIT position peaked at $385K in Q3 2025.
  • 539 funds tracked by Wall St. Rank held NNN REIT as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.