NW
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NewEdge Wealth’s NNN REIT NNN Stock Holding History

NewEdge Wealth’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 		$611K Buy
13,125
+3,612
+38% +$161K 0.01% 800
2026
Q1 		$400K Buy
9,513
+953
+11% +$41.1K ﹤0.01% 884
2025
Q4 		$339K Buy
8,560
+684
+9% +$28K ﹤0.01% 981
2025
Q3 		$314K Buy
+7,876
New +$334K ﹤0.01% 864

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

NewEdge Wealth's NNN Position: Q2 2026 in Review

NewEdge Wealth increased its NNN REIT (NNN) stake by 38% in Q2 2026, buying an estimated $161K and bringing the position to 13,125 shares worth $611K. The position accounts for 0.01% of the portfolio, ranked #800.

NewEdge Wealth first reported a position in NNN in Q3 2025 and has held it in 4 quarters since. 603 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • NewEdge Wealth held 13,125 shares of NNN REIT worth $611K as of Q2 2026.
  • NewEdge Wealth bought 3,612 NNN REIT shares in Q2 2026, an estimated $161K.
  • NNN REIT made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #800 holding.
  • NewEdge Wealth first reported a position in NNN REIT in Q3 2025 and has held it in 4 quarters since.
  • 603 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.