Mission Wealth Management’s NNN REIT NNN Stock Holding History

Mission Wealth Management’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	$575K	Buy	12,366 +7,486	+153%	+$334K	0.01%	640
2026 Q1	$205K	Buy	+4,880	New	+$210K	﹤0.01%	702
2025 Q1	–	Sell	-5,377	Closed	-$220K	–	696
2024 Q4	$220K	Hold	5,377	–	–	0.01%	608
2024 Q3	$261K	Sell	5,377 -200	-4%	-$9.25K	0.01%	573
2024 Q2	$238K	Hold	5,577	–	–	0.01%	576
2024 Q1	$238K	Hold	5,577	–	–	0.01%	599
2023 Q4	$240K	Buy	+5,577	New	+$216K	0.01%	519
2023 Q3	–	Sell	-5,577	Closed	-$239K	–	568
2023 Q2	$239K	Sell	5,577 -1,623	-23%	-$69.8K	0.01%	483
2023 Q1	$318K	Sell	7,200 -9	-0.1%	-$410	0.01%	433
2022 Q4	$330K	Buy	7,209 +9	+0.1%	+$391	0.02%	404
2022 Q3	$287K	Hold	7,200	–	–	0.02%	407
2022 Q2	$310K	Hold	7,200	–	–	0.02%	387
2022 Q1	$324K	Hold	7,200	–	–	0.02%	400
2021 Q4	$346K	Hold	7,200	–	–	0.02%	400
2021 Q3	$311K	Hold	7,200	–	–	0.02%	401
2021 Q2	$338K	Buy	7,200 +200	+3%	+$9.36K	0.02%	369
2021 Q1	$308K	Buy	+7,000	New	+$293K	0.02%	357

Other funds holding NNN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mission Wealth Management's NNN Position: Q2 2026 in Review

Mission Wealth Management increased its NNN REIT (NNN) stake by 153% in Q2 2026, buying an estimated $334K and bringing the position to 12,366 shares worth $575K. The position accounts for 0.01% of the portfolio, ranked #640.

Mission Wealth Management first reported a position in NNN in Q1 2021 and has held it in 17 quarters since. 602 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

Mission Wealth Management held 12,366 shares of NNN REIT worth $575K as of Q2 2026.
Mission Wealth Management bought 7,486 NNN REIT shares in Q2 2026, an estimated $334K.
NNN REIT made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #640 holding.
Mission Wealth Management first reported a position in NNN REIT in Q1 2021 and has held it in 17 quarters since.
602 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.