NWWA
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New Wave Wealth Advisors’s NNN REIT NNN Stock Holding History

New Wave Wealth Advisors’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 		$226K Buy
+4,851
New +$217K 0.06% 191
2025
Q1 		– Sell
-3,402
Closed -$139K – 484
2024
Q4 		$139K Buy
+3,402
New +$151K 0.06% 165

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

New Wave Wealth Advisors's NNN Position: Q2 2026 in Review

New Wave Wealth Advisors opened a new position in NNN REIT (NNN) in Q2 2026: 4,851 shares worth $226K. The stake represents 0.06% of the portfolio and ranks #191 among its holdings. This is a return to the name: New Wave Wealth Advisors previously reported a position in NNN as recently as Q4 2024.

New Wave Wealth Advisors first reported a position in NNN in Q4 2024 and has held it in 2 quarters since. 602 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • New Wave Wealth Advisors held 4,851 shares of NNN REIT worth $226K as of Q2 2026.
  • NNN REIT was a new New Wave Wealth Advisors position in Q2 2026.
  • NNN REIT made up 0.06% of New Wave Wealth Advisors's portfolio in Q2 2026, its #191 holding.
  • New Wave Wealth Advisors first reported a position in NNN REIT in Q4 2024 and has held it in 2 quarters since.
  • 602 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.