JWM
NNN icon

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
Q2 		$1.16M Sell
24,902
-105
-0.4% -$4.69K 0.34% 69
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jeppson Wealth Management's NNN Position: Q2 2026 in Review

Jeppson Wealth Management reduced its NNN REIT (NNN) stake by 0.42% in Q2 2026, selling an estimated $4.69K and leaving 24,902 shares worth $1.16M. The position accounts for 0.34% of the portfolio, ranked #69.

Jeppson Wealth Management first reported a position in NNN in Q3 2020 and has held it in 12 quarters since. 601 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Jeppson Wealth Management held 24,902 shares of NNN REIT worth $1.16M as of Q2 2026.
  • Jeppson Wealth Management sold 105 NNN REIT shares in Q2 2026, an estimated $4.69K.
  • NNN REIT made up 0.34% of Jeppson Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Jeppson Wealth Management first reported a position in NNN REIT in Q3 2020 and has held it in 12 quarters since.
  • 601 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.