NWAG
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Net Worth Advisory Group’s NNN REIT NNN Stock Holding History

Net Worth Advisory 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
2025
Q3 		– Sell
-7,304
Closed -$315K – 463
2025
Q2 		$315K Buy
7,304
+444
+6% +$18.4K 0.07% 286
2025
Q1 		$293K Sell
6,860
-3,288
-32% -$134K 0.09% 258
2024
Q4 		$415K Buy
10,148
+3,611
+55% +$160K 0.13% 196
2024
Q3 		$317K Buy
+6,537
New +$302K 0.09% 256

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Net Worth Advisory Group's NNN Position: Q3 2025 in Review

Net Worth Advisory Group sold out of NNN REIT (NNN) in Q3 2025, closing a stake of 7,304 shares — an estimated $315K sold.

Net Worth Advisory Group first reported a position in NNN in Q3 2024 and held it in 4 quarters. The position peaked at $415K in Q4 2024. 507 funds tracked by Wall St. Rank hold NNN as of Q3 2025.

  • Net Worth Advisory Group reported no remaining NNN REIT position as of Q3 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 7,304 NNN REIT shares in Q3 2025, an estimated $315K.
  • Net Worth Advisory Group first reported a position in NNN REIT in Q3 2024 and held it in 4 quarters.
  • Net Worth Advisory Group's NNN REIT position peaked at $415K in Q4 2024.
  • 507 funds tracked by Wall St. Rank held NNN REIT as of Q3 2025.

Based on Net Worth Advisory Group's 13F filing for Q3 2025, filed 15 Oct 2025.