Jeppson Wealth Management’s NNN REIT NNN Stock Holding History

Jeppson 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	$1.05M	Sell	25,007 -69	-0.3%	-$2.97K	0.33%	72
2025 Q4	$994K	Buy	25,076 +74	+0.3%	+$3.03K	0.31%	75
2025 Q3	$1.06M	Buy	25,002 +20	+0.1%	+$849	0.34%	70
2025 Q2	$1.08M	Sell	24,982 -620	-2%	-$25.8K	0.37%	68
2025 Q1	$1.09M	Buy	25,602 +2,129	+9%	+$86.9K	0.4%	67
2024 Q4	$959K	Sell	23,473 -90	-0.4%	-$3.98K	0.35%	75
2024 Q3	$1.14M	Sell	23,563 -255	-1%	-$11.8K	0.41%	67
2024 Q2	$1.01M	Sell	23,818 -225	-0.9%	-$9.36K	0.39%	68
2024 Q1	$1.03M	Buy	24,043 +999	+4%	+$41.6K	0.4%	69
2023 Q4	$993K	Buy	+23,044	New	+$892K	0.41%	71
2020 Q4	–	Sell	-100	Closed	-$3K	–	338
2020 Q3	$3K	Buy	+100	New	+$3.57K	﹤0.01%	469

Other funds holding NNN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Jeppson Wealth Management's NNN Position: Q1 2026 in Review

Jeppson Wealth Management reduced its NNN REIT (NNN) stake by 0.28% in Q1 2026, selling an estimated $2.97K and leaving 25,007 shares worth $1.05M. The position accounts for 0.33% of the portfolio, ranked #72.

Jeppson Wealth Management first reported a position in NNN in Q3 2020 and has held it in 11 quarters since. The position peaked at $1.14M in Q3 2024. 539 funds tracked by Wall St. Rank hold NNN as of Q1 2026.

Jeppson Wealth Management held 25,007 shares of NNN REIT worth $1.05M as of Q1 2026.
Jeppson Wealth Management sold 69 NNN REIT shares in Q1 2026, an estimated $2.97K.
NNN REIT made up 0.33% of Jeppson Wealth Management's portfolio in Q1 2026, its #72 holding.
Jeppson Wealth Management first reported a position in NNN REIT in Q3 2020 and has held it in 11 quarters since.
Jeppson Wealth Management's NNN REIT position peaked at $1.14M in Q3 2024.
539 funds tracked by Wall St. Rank held NNN REIT as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.