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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
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

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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Massachusetts Financial Services
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