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Peak Financial Advisors’s NNN REIT NNN Stock Holding History

Peak Financial 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 		$544K Buy
11,694
+101
+0.9% +$4.51K 0.23% 57
2026
Q1 		$487K Buy
11,593
+160
+1% +$6.89K 0.22% 55
2025
Q4 		$453K Buy
11,433
+109
+1% +$4.47K 0.2% 75
2025
Q3 		$482K Buy
11,324
+83
+0.7% +$3.52K 0.23% 73
2025
Q2 		$485K Buy
11,241
+38
+0.3% +$1.58K 0.25% 67
2025
Q1 		$478K Sell
11,203
-73
-0.6% -$2.98K 0.24% 59
2024
Q4 		$461K Buy
11,276
+42
+0.4% +$1.86K 0.24% 59
2024
Q3 		$545K Sell
11,234
-4
-0% -$185 0.28% 50
2024
Q2 		$479K Buy
11,238
+32
+0.3% +$1.33K 0.27% 49
2024
Q1 		$479K Buy
11,206
+28
+0.3% +$1.17K 0.29% 48
2023
Q4 		$482K Buy
11,178
+2,533
+29% +$98.1K 0.32% 47
2023
Q3 		$306K Buy
8,645
+2,757
+47% +$111K 0.33% 38
2023
Q2 		$252K Buy
5,888
+670
+13% +$28.8K 0.2% 62
2023
Q1 		$230K Buy
5,218
+828
+19% +$37.7K 0.19% 57
2022
Q4 		$201K Buy
+4,390
New +$191K 0.18% 65

Other funds holding NNN

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Peak Financial Advisors's NNN Position: Q2 2026 in Review

Peak Financial Advisors increased its NNN REIT (NNN) stake by 0.87% in Q2 2026, buying an estimated $4.51K and bringing the position to 11,694 shares worth $544K. The position accounts for 0.23% of the portfolio, ranked #57.

Peak Financial Advisors first reported a position in NNN in Q4 2022 and has held it in 15 quarters since. The position peaked at $545K in Q3 2024. 81 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Peak Financial Advisors held 11,694 shares of NNN REIT worth $544K as of Q2 2026.
  • Peak Financial Advisors bought 101 NNN REIT shares in Q2 2026, an estimated $4.51K.
  • NNN REIT made up 0.23% of Peak Financial Advisors's portfolio in Q2 2026, its #57 holding.
  • Peak Financial Advisors first reported a position in NNN REIT in Q4 2022 and has held it in 15 quarters since.
  • Peak Financial Advisors's NNN REIT position peaked at $545K in Q3 2024.
  • 81 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.