Journey Strategic Wealth’s NNN REIT NNN Stock Holding History

Journey Strategic Wealth’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 Q4	–	Sell	-4,897	Closed	-$208K	–	807
2025 Q3	$208K	Buy	+4,897	New	+$208K	0.01%	655

Other funds holding NNN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Journey Strategic Wealth's NNN Position: Q4 2025 in Review

Journey Strategic Wealth sold out of NNN REIT (NNN) in Q4 2025, closing a stake of 4,897 shares — an estimated $208K sold.

Journey Strategic Wealth first reported a position in NNN in Q3 2025 and held it in 1 quarter. The position peaked at $208K in Q3 2025. 520 funds tracked by Wall St. Rank hold NNN as of Q4 2025.

Journey Strategic Wealth reported no remaining NNN REIT position as of Q4 2025 after selling out during the quarter.
Journey Strategic Wealth sold 4,897 NNN REIT shares in Q4 2025, an estimated $208K.
Journey Strategic Wealth first reported a position in NNN REIT in Q3 2025 and held it in 1 quarter.
Journey Strategic Wealth's NNN REIT position peaked at $208K in Q3 2025.
520 funds tracked by Wall St. Rank held NNN REIT as of Q4 2025.

Based on Journey Strategic Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.