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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
Q2 		– Sell
-40
Closed -$1.68K – 678
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 $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 $3.38T AUM 44.17% 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 Wealth Management (Idaho)'s NNN Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of NNN REIT (NNN) in Q2 2026, closing a stake of 40 shares — an estimated $1.68K sold.

Legacy Wealth Management (Idaho) first reported a position in NNN in Q3 2024 and held it in 4 quarters. The position peaked at $9.83K in Q3 2024. 605 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining NNN REIT position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 40 NNN REIT shares in Q2 2026, an estimated $1.68K.
  • Legacy Wealth Management (Idaho) first reported a position in NNN REIT in Q3 2024 and held it in 4 quarters.
  • Legacy Wealth Management (Idaho)'s NNN REIT position peaked at $9.83K in Q3 2024.
  • 605 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.