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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Physician Wealth Advisors's NNN Position: Q1 2026 in Review

Physician Wealth Advisors increased its NNN REIT (NNN) stake by 764% in Q1 2026, buying an estimated $8.23K and bringing the position to 216 shares worth $9.08K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Physician Wealth Advisors first reported a position in NNN in Q1 2025 and has held it in 5 quarters since. 539 funds tracked by Wall St. Rank hold NNN as of Q1 2026.

  • Physician Wealth Advisors held 216 shares of NNN REIT worth $9.08K as of Q1 2026.
  • Physician Wealth Advisors bought 191 NNN REIT shares in Q1 2026, an estimated $8.23K.
  • NNN REIT made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #824 holding.
  • Physician Wealth Advisors first reported a position in NNN REIT in Q1 2025 and has held it in 5 quarters since.
  • 539 funds tracked by Wall St. Rank held NNN REIT as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.