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 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 $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Mission Wealth Management's NNN Position: Q1 2026 in Review

Mission Wealth Management opened a new position in NNN REIT (NNN) in Q1 2026: 4,880 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #702 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in NNN as recently as Q4 2024.

Mission Wealth Management first reported a position in NNN in Q1 2021 and has held it in 16 quarters since. The position peaked at $346K in Q4 2021. 539 funds tracked by Wall St. Rank hold NNN as of Q1 2026.

Mission Wealth Management held 4,880 shares of NNN REIT worth $205K as of Q1 2026.
NNN REIT was a new Mission Wealth Management position in Q1 2026.
NNN REIT made up ﹤0.01% of Mission Wealth Management's portfolio in Q1 2026, its #702 holding.
Mission Wealth Management first reported a position in NNN REIT in Q1 2021 and has held it in 16 quarters since.
Mission Wealth Management's NNN REIT position peaked at $346K in Q4 2021.
539 funds tracked by Wall St. Rank held NNN REIT as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.