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Kovack Advisors’s NNN REIT NNN Stock Holding History

Kovack Advisors’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
Q1 		– Sell
-13,886
Closed -$567K – 615
2024
Q4 		$567K Sell
13,886
-4,304
-24% -$191K 0.06% 281
2024
Q3 		$882K Sell
18,190
-1,904
-9% -$88.1K 0.09% 179
2024
Q2 		$856K Buy
+20,094
New +$836K 0.09% 190

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kovack Advisors's NNN Position: Q1 2025 in Review

Kovack Advisors sold out of NNN REIT (NNN) in Q1 2025, closing a stake of 13,886 shares — an estimated $567K sold.

Kovack Advisors first reported a position in NNN in Q2 2024 and held it in 3 quarters. The position peaked at $882K in Q3 2024. 481 funds tracked by Wall St. Rank hold NNN as of Q1 2025.

  • Kovack Advisors reported no remaining NNN REIT position as of Q1 2025 after selling out during the quarter.
  • Kovack Advisors sold 13,886 NNN REIT shares in Q1 2025, an estimated $567K.
  • Kovack Advisors first reported a position in NNN REIT in Q2 2024 and held it in 3 quarters.
  • Kovack Advisors's NNN REIT position peaked at $882K in Q3 2024.
  • 481 funds tracked by Wall St. Rank held NNN REIT as of Q1 2025.

Based on Kovack Advisors's 13F filing for Q1 2025, filed 6 May 2025.