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Perigon Wealth Management’s NNN REIT NNN Stock Holding History

Perigon Wealth Management’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 		$265K Buy
5,696
+159
+3% +$7.1K ﹤0.01% 1196
2026
Q1 		$233K Sell
5,537
-1,538
-22% -$66.3K ﹤0.01% 1134
2025
Q4 		$280K Buy
7,075
+474
+7% +$19.4K 0.01% 1046
2025
Q3 		$281K Buy
+6,601
New +$280K 0.01% 1002

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

Perigon Wealth Management's NNN Position: Q2 2026 in Review

Perigon Wealth Management increased its NNN REIT (NNN) stake by 2.9% in Q2 2026, buying an estimated $7.1K and bringing the position to 5,696 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

Perigon Wealth Management first reported a position in NNN in Q3 2025 and has held it in 4 quarters since. The position peaked at $281K in Q3 2025. 601 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Perigon Wealth Management held 5,696 shares of NNN REIT worth $265K as of Q2 2026.
  • Perigon Wealth Management bought 159 NNN REIT shares in Q2 2026, an estimated $7.1K.
  • NNN REIT made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1196 holding.
  • Perigon Wealth Management first reported a position in NNN REIT in Q3 2025 and has held it in 4 quarters since.
  • Perigon Wealth Management's NNN REIT position peaked at $281K in Q3 2025.
  • 601 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.