Larson Financial Group’s NNN REIT NNN Stock Holding History

Larson Financial Group’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	$86.4K	Buy	2,056 +1,335	+185%	+$57.5K	﹤0.01%	1064
2025 Q4	$28.6K	Buy	721 +407	+130%	+$16.7K	﹤0.01%	1517
2025 Q3	$13.4K	Buy	314 +57	+22%	+$2.42K	﹤0.01%	1869
2025 Q2	$11.1K	Sell	257 -62	-19%	-$2.58K	﹤0.01%	1763
2025 Q1	$13.6K	Buy	+319	New	+$13K	﹤0.01%	1518
2024 Q4	–	Sell	-2	Closed	-$97	–	2858
2024 Q3	$97	Buy	+2	New	+$92	﹤0.01%	2541
2024 Q1	–	Sell	-228	Closed	-$9.84K	–	1870
2023 Q4	$9.84K	Buy	228 +3	+1%	+$116	﹤0.01%	1022
2023 Q3	$7.95K	Hold	225	–	–	﹤0.01%	1063
2023 Q2	$9.63K	Hold	225	–	–	﹤0.01%	943
2023 Q1	$9.93K	Hold	225	–	–	﹤0.01%	925
2022 Q4	$10.3K	Hold	225	–	–	﹤0.01%	851
2022 Q3	$9K	Hold	225	–	–	﹤0.01%	820
2022 Q2	$10K	Hold	225	–	–	﹤0.01%	726
2022 Q1	$10K	Hold	225	–	–	﹤0.01%	662
2021 Q4	$11K	Buy	+225	New	+$10.3K	﹤0.01%	668

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

Larson Financial Group's NNN Position: Q1 2026 in Review

Larson Financial Group increased its NNN REIT (NNN) stake by 185% in Q1 2026, buying an estimated $57.5K and bringing the position to 2,056 shares worth $86.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

Larson Financial Group first reported a position in NNN in Q4 2021 and has held it in 15 quarters since. 539 funds tracked by Wall St. Rank hold NNN as of Q1 2026.

Larson Financial Group held 2,056 shares of NNN REIT worth $86.4K as of Q1 2026.
Larson Financial Group bought 1,335 NNN REIT shares in Q1 2026, an estimated $57.5K.
NNN REIT made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1064 holding.
Larson Financial Group first reported a position in NNN REIT in Q4 2021 and has held it in 15 quarters since.
539 funds tracked by Wall St. Rank held NNN REIT as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.