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LRI Investments’s NNN REIT NNN Stock Holding History

LRI Investments’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 		$38.2K Sell
821
-792
-49% -$35.4K ﹤0.01% 603
2026
Q1 		$67.8K Hold
1,613
– – 0.01% 468
2025
Q4 		$63.9K Hold
1,613
– – 0.01% 501
2025
Q3 		$68.7K Hold
1,613
– – 0.01% 493
2025
Q2 		$69.6K Hold
1,613
– – 0.01% 494
2025
Q1 		$68.8K Hold
1,613
– – 0.01% 487
2024
Q4 		$65.9K Hold
1,613
– – 0.01% 486
2024
Q3 		$67.5K Hold
1,613
– – 0.01% 474
2024
Q2 		$68.7K Buy
1,613
+809
+101% +$33.7K 0.01% 445
2024
Q1 		$34.4K Buy
+804
New +$33.5K 0.01% 306

Other funds holding NNN

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
VV
Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LRI Investments's NNN Position: Q2 2026 in Review

LRI Investments reduced its NNN REIT (NNN) stake by 49% in Q2 2026, selling an estimated $35.4K and leaving 821 shares worth $38.2K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

LRI Investments first reported a position in NNN in Q1 2024 and has held it in 10 quarters since. The position peaked at $69.6K in Q2 2025. 209 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • LRI Investments held 821 shares of NNN REIT worth $38.2K as of Q2 2026.
  • LRI Investments sold 792 NNN REIT shares in Q2 2026, an estimated $35.4K.
  • NNN REIT made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #603 holding.
  • LRI Investments first reported a position in NNN REIT in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's NNN REIT position peaked at $69.6K in Q2 2025.
  • 209 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.