NewSquare Capital’s NNN REIT NNN Stock Holding History

NewSquare Capital’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	-30	Closed	-$1.29K	–	862
2025 Q2	$1.29K	Buy	30 +7	+30%	+$291	﹤0.01%	1026
2025 Q1	$981	Buy	+23	New	+$938	﹤0.01%	929

Other funds holding NNN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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 Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

NewSquare Capital's NNN Position: Q3 2025 in Review

NewSquare Capital sold out of NNN REIT (NNN) in Q3 2025, closing a stake of 30 shares — an estimated $1.29K sold.

NewSquare Capital first reported a position in NNN in Q1 2025 and held it in 2 quarters. The position peaked at $1.29K in Q2 2025. 507 funds tracked by Wall St. Rank hold NNN as of Q3 2025.

NewSquare Capital reported no remaining NNN REIT position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 30 NNN REIT shares in Q3 2025, an estimated $1.29K.
NewSquare Capital first reported a position in NNN REIT in Q1 2025 and held it in 2 quarters.
NewSquare Capital's NNN REIT position peaked at $1.29K in Q2 2025.
507 funds tracked by Wall St. Rank held NNN REIT as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.