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Legacy Wealth Management (Idaho)’s NNN REIT NNN Stock Holding History

Legacy Wealth Management (Idaho)’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 		$1.68K Hold
40
– – ﹤0.01% 803
2025
Q4 		$1.59K Hold
40
– – ﹤0.01% 695
2025
Q3 		$1.7K Buy
+40
New +$1.7K ﹤0.01% 560
2024
Q4 		– Sell
-232
Closed -$9.83K – 797
2024
Q3 		$9.83K Buy
+232
New +$10.7K 0.01% 317

Other funds holding NNN

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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

Legacy Wealth Management (Idaho)'s NNN Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its NNN REIT (NNN) position steady in Q1 2026 at 40 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Legacy Wealth Management (Idaho) first reported a position in NNN in Q3 2024 and has held it in 4 quarters since. The position peaked at $9.83K in Q3 2024. 539 funds tracked by Wall St. Rank hold NNN as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 40 shares of NNN REIT worth $1.68K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its NNN REIT share count unchanged in Q1 2026.
  • NNN REIT made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #803 holding.
  • Legacy Wealth Management (Idaho) first reported a position in NNN REIT in Q3 2024 and has held it in 4 quarters since.
  • Legacy Wealth Management (Idaho)'s NNN REIT position peaked at $9.83K in Q3 2024.
  • 539 funds tracked by Wall St. Rank held NNN REIT as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.