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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
Q2 		$9.72K Buy
209
+3
+1% +$134 ﹤0.01% 2076
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 $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

Pinnacle Wealth Planning Services's NNN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its NNN REIT (NNN) stake by 1.5% in Q2 2026, buying an estimated $134 and bringing the position to 209 shares worth $9.72K. The position accounts for ﹤0.01% of the portfolio, ranked #2076.

Pinnacle Wealth Planning Services first reported a position in NNN in Q4 2020 and has held it in 4 quarters since. 602 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 209 shares of NNN REIT worth $9.72K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 3 NNN REIT shares in Q2 2026, an estimated $134.
  • NNN REIT made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2076 holding.
  • Pinnacle Wealth Planning Services first reported a position in NNN REIT in Q4 2020 and has held it in 4 quarters since.
  • 602 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.