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Kestra Private Wealth Services’s NNN REIT NNN Stock Holding History

Kestra Private Wealth Services’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
-4,926
Closed -$210K – 1782
2025
Q3 		$210K Sell
4,926
-19
-0.4% -$807 ﹤0.01% 1539
2025
Q2 		$214K Sell
4,945
-5,965
-55% -$248K ﹤0.01% 1474
2025
Q1 		$465K Sell
10,910
-10,793
-50% -$440K 0.01% 991
2024
Q4 		$887K Buy
21,703
+5,399
+33% +$239K 0.02% 689
2024
Q3 		$791K Buy
16,304
+3,310
+25% +$153K 0.01% 687
2024
Q2 		$554K Sell
12,994
-147
-1% -$6.12K 0.01% 789
2024
Q1 		$562K Buy
+13,141
New +$547K 0.01% 755

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Kestra Private Wealth Services's NNN Position: Q4 2025 in Review

Kestra Private Wealth Services sold out of NNN REIT (NNN) in Q4 2025, closing a stake of 4,926 shares — an estimated $210K sold.

Kestra Private Wealth Services first reported a position in NNN in Q1 2024 and held it in 7 quarters. The position peaked at $887K in Q4 2024. 521 funds tracked by Wall St. Rank hold NNN as of Q4 2025.

  • Kestra Private Wealth Services reported no remaining NNN REIT position as of Q4 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 4,926 NNN REIT shares in Q4 2025, an estimated $210K.
  • Kestra Private Wealth Services first reported a position in NNN REIT in Q1 2024 and held it in 7 quarters.
  • Kestra Private Wealth Services's NNN REIT position peaked at $887K in Q4 2024.
  • 521 funds tracked by Wall St. Rank held NNN REIT as of Q4 2025.

Based on Kestra Private Wealth Services's 13F filing for Q4 2025, filed 29 Jan 2026.