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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
Q2 		$216K Buy
4,647
+2,591
+126% +$116K 0.01% 819
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
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

Larson Financial Group's NNN Position: Q2 2026 in Review

Larson Financial Group increased its NNN REIT (NNN) stake by 126% in Q2 2026, buying an estimated $116K and bringing the position to 4,647 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #819.

Larson Financial Group first reported a position in NNN in Q4 2021 and has held it in 16 quarters since. 603 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Larson Financial Group held 4,647 shares of NNN REIT worth $216K as of Q2 2026.
  • Larson Financial Group bought 2,591 NNN REIT shares in Q2 2026, an estimated $116K.
  • NNN REIT made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #819 holding.
  • Larson Financial Group first reported a position in NNN REIT in Q4 2021 and has held it in 16 quarters since.
  • 603 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.