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Physician Wealth Advisors’s NNN REIT NNN Stock Holding History

Physician 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 		$7.63K Sell
164
-52
-24% -$2.32K ﹤0.01% 951
2026
Q1 		$9.08K Buy
216
+191
+764% +$8.23K ﹤0.01% 824
2025
Q4 		$991 Sell
25
-122
-83% -$5K ﹤0.01% 1629
2025
Q3 		$6.26K Buy
147
+133
+950% +$5.65K ﹤0.01% 872
2025
Q2 		$605 Sell
14
-9
-39% -$374 ﹤0.01% 1661
2025
Q1 		$981 Buy
+23
New +$938 ﹤0.01% 1078

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

Physician Wealth Advisors's NNN Position: Q2 2026 in Review

Physician Wealth Advisors reduced its NNN REIT (NNN) stake by 24% in Q2 2026, selling an estimated $2.32K and leaving 164 shares worth $7.63K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Physician Wealth Advisors first reported a position in NNN in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.08K in Q1 2026. 602 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Physician Wealth Advisors held 164 shares of NNN REIT worth $7.63K as of Q2 2026.
  • Physician Wealth Advisors sold 52 NNN REIT shares in Q2 2026, an estimated $2.32K.
  • NNN REIT made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #951 holding.
  • Physician Wealth Advisors first reported a position in NNN REIT in Q1 2025 and has held it in 6 quarters since.
  • Physician Wealth Advisors's NNN REIT position peaked at $9.08K in Q1 2026.
  • 602 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.