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Lloyd Advisory Services’s NNN REIT NNN Stock Holding History

Lloyd Advisory Services’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 		$9.16K Buy
+218
New +$9.39K ﹤0.01% 492

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

Lloyd Advisory Services's NNN Position: Q1 2026 in Review

Lloyd Advisory Services opened a new position in NNN REIT (NNN) in Q1 2026: 218 shares worth $9.16K. The stake represents ﹤0.01% of the portfolio and ranks #492 among its holdings.

539 funds tracked by Wall St. Rank hold NNN as of Q1 2026.

  • Lloyd Advisory Services held 218 shares of NNN REIT worth $9.16K as of Q1 2026.
  • NNN REIT was a new Lloyd Advisory Services position in Q1 2026.
  • NNN REIT made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #492 holding.
  • 539 funds tracked by Wall St. Rank held NNN REIT as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.