Pinnacle Wealth Planning Services
NNN icon

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
Q3 		$8.14K Sell
198
-11
-5% -$503 ﹤0.01% 2166
2026
Q2 		$9.7K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Pinnacle Wealth Planning Services's NNN Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its NNN REIT (NNN) stake by 5.3% in Q3 2026, selling an estimated $503 and leaving 198 shares worth $8.14K. The position accounts for ﹤0.01% of the portfolio, ranked #2166.

Pinnacle Wealth Planning Services first reported a position in NNN in Q4 2020 and has held it in 5 quarters since. The position peaked at $9.7K in Q2 2026. 294 funds tracked by Wall St. Rank hold NNN as of Q3 2026.

  • Pinnacle Wealth Planning Services held 198 shares of NNN REIT worth $8.14K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 11 NNN REIT shares in Q3 2026, an estimated $503.
  • NNN REIT made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2166 holding.
  • Pinnacle Wealth Planning Services first reported a position in NNN REIT in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's NNN REIT position peaked at $9.7K in Q2 2026.
  • 294 funds tracked by Wall St. Rank held NNN REIT as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.