MFG
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Merit Financial Group’s NNN REIT NNN Stock Holding History

Merit Financial Group’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 		$2.13M Buy
45,758
+20,891
+84% +$933K 0.01% 729
2026
Q1 		$1.05M Buy
24,867
+1,432
+6% +$61.7K 0.01% 964
2025
Q4 		$929K Buy
23,435
+3,634
+18% +$149K 0.01% 989
2025
Q3 		$843K Buy
19,801
+9,816
+98% +$417K 0.01% 933
2025
Q2 		$431K Buy
+9,985
New +$415K ﹤0.01% 1167
2023
Q3 		– Sell
-5,854
Closed -$250K – 772
2023
Q2 		$250K Buy
5,854
+960
+20% +$41.3K 0.01% 641
2023
Q1 		$216K Sell
4,894
-202
-4% -$9.19K 0.01% 581
2022
Q4 		$233K Buy
+5,096
New +$222K 0.01% 600

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

Merit Financial Group's NNN Position: Q2 2026 in Review

Merit Financial Group increased its NNN REIT (NNN) stake by 84% in Q2 2026, buying an estimated $933K and bringing the position to 45,758 shares worth $2.13M. The position accounts for 0.01% of the portfolio, ranked #729.

Merit Financial Group first reported a position in NNN in Q4 2022 and has held it in 8 quarters since. 601 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Merit Financial Group held 45,758 shares of NNN REIT worth $2.13M as of Q2 2026.
  • Merit Financial Group bought 20,891 NNN REIT shares in Q2 2026, an estimated $933K.
  • NNN REIT made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #729 holding.
  • Merit Financial Group first reported a position in NNN REIT in Q4 2022 and has held it in 8 quarters since.
  • 601 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.