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Pinnacle Wealth Planning Services’s NNN REIT NNN Stock Holding History

Pinnacle Wealth Planning Services’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 		$8.66K Buy
206
+46
+29% +$1.98K ﹤0.01% 2059
2025
Q4 		$6.34K Buy
+160
New +$6.56K ﹤0.01% 2204
2021
Q1 		– Sell
-78
Closed -$3K – 1390
2020
Q4 		$3K Buy
+78
New +$2.94K ﹤0.01% 1841

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

Pinnacle Wealth Planning Services's NNN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its NNN REIT (NNN) stake by 29% in Q1 2026, buying an estimated $1.98K and bringing the position to 206 shares worth $8.66K. The position accounts for ﹤0.01% of the portfolio, ranked #2059.

Pinnacle Wealth Planning Services first reported a position in NNN in Q4 2020 and has held it in 3 quarters since. 539 funds tracked by Wall St. Rank hold NNN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 206 shares of NNN REIT worth $8.66K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 46 NNN REIT shares in Q1 2026, an estimated $1.98K.
  • NNN REIT made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2059 holding.
  • Pinnacle Wealth Planning Services first reported a position in NNN REIT in Q4 2020 and has held it in 3 quarters since.
  • 539 funds tracked by Wall St. Rank held NNN REIT as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.