Lido Advisors
NNN icon

Lido Advisors’s NNN REIT NNN Stock Holding History

Lido Advisors’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 		$782K Buy
+16,800
New +$750K ﹤0.01% 1226
2024
Q3 		– Sell
-14,790
Closed -$630K – 1528
2024
Q2 		$630K Sell
14,790
-1,686
-10% -$70.1K ﹤0.01% 848
2024
Q1 		$704K Sell
16,476
-8,352
-34% -$348K ﹤0.01% 774
2023
Q4 		$1.07M Sell
24,828
-15,958
-39% -$618K 0.01% 587
2023
Q3 		$1.44M Buy
40,786
+4,808
+13% +$193K 0.01% 447
2023
Q2 		$1.54M Sell
35,978
-13,656
-28% -$588K 0.01% 425
2023
Q1 		$2.19M Buy
49,634
+13,391
+37% +$609K 0.02% 330
2022
Q4 		$1.66M Buy
36,243
+9,714
+37% +$422K 0.02% 321
2022
Q3 		$1.06M Buy
26,529
+9,597
+57% +$433K 0.01% 356
2022
Q2 		$728K Buy
16,932
+9,284
+121% +$408K 0.01% 428
2022
Q1 		$343K Buy
+7,648
New +$337K ﹤0.01% 758

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

Lido Advisors's NNN Position: Q2 2026 in Review

Lido Advisors opened a new position in NNN REIT (NNN) in Q2 2026: 16,800 shares worth $782K. The stake represents ﹤0.01% of the portfolio and ranks #1226 among its holdings. This is a return to the name: Lido Advisors previously reported a position in NNN as recently as Q2 2024.

Lido Advisors first reported a position in NNN in Q1 2022 and has held it in 11 quarters since. The position peaked at $2.19M in Q1 2023. 602 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Lido Advisors held 16,800 shares of NNN REIT worth $782K as of Q2 2026.
  • NNN REIT was a new Lido Advisors position in Q2 2026.
  • NNN REIT made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1226 holding.
  • Lido Advisors first reported a position in NNN REIT in Q1 2022 and has held it in 11 quarters since.
  • Lido Advisors's NNN REIT position peaked at $2.19M in Q1 2023.
  • 602 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.