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Legacy Capital Wealth Partners’s NNN REIT NNN Stock Holding History

Legacy Capital Wealth Partners’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 		$271K Buy
5,830
+175
+3% +$7.82K 0.05% 313
2026
Q1 		$238K Buy
+5,655
New +$244K 0.05% 338
2025
Q4 		– Sell
-6,223
Closed -$265K – 394
2025
Q3 		$265K Hold
6,223
– – 0.06% 329
2025
Q2 		$269K Sell
6,223
-126
-2% -$5.23K 0.06% 317
2025
Q1 		$271K Sell
6,349
-58
-0.9% -$2.37K 0.07% 296
2024
Q4 		$262K Sell
6,407
-193
-3% -$8.55K 0.06% 294
2024
Q3 		$320K Buy
6,600
+6
+0.1% +$277 0.06% 263
2024
Q2 		$281K Buy
+6,594
New +$274K 0.07% 247

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

Legacy Capital Wealth Partners's NNN Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its NNN REIT (NNN) stake by 3.1% in Q2 2026, buying an estimated $7.82K and bringing the position to 5,830 shares worth $271K. The position accounts for 0.05% of the portfolio, ranked #313.

Legacy Capital Wealth Partners first reported a position in NNN in Q2 2024 and has held it in 8 quarters since. The position peaked at $320K in Q3 2024. 601 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Legacy Capital Wealth Partners held 5,830 shares of NNN REIT worth $271K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 175 NNN REIT shares in Q2 2026, an estimated $7.82K.
  • NNN REIT made up 0.05% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #313 holding.
  • Legacy Capital Wealth Partners first reported a position in NNN REIT in Q2 2024 and has held it in 8 quarters since.
  • Legacy Capital Wealth Partners's NNN REIT position peaked at $320K in Q3 2024.
  • 601 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.