Plan Group Financial
NNN icon

Plan Group Financial’s NNN REIT NNN Stock Holding History

Plan Group Financial’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 		$222K Buy
5,347
+24
+0.5% +$1.1K 0.04% 211
2026
Q2 		$248K Buy
5,323
+35
+0.7% +$1.56K 0.05% 206
2026
Q1 		$222K Buy
5,288
+35
+0.7% +$1.51K 0.05% 205
2025
Q4 		$208K Buy
5,253
+37
+0.7% +$1.52K 0.05% 192
2025
Q3 		$222K Buy
+5,216
New +$221K 0.06% 173

Other funds holding NNN

Verity & Verity
Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Plan Group Financial's NNN Position: Q3 2026 in Review

Plan Group Financial increased its NNN REIT (NNN) stake by 0.45% in Q3 2026, buying an estimated $1.1K and bringing the position to 5,347 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #211.

Plan Group Financial first reported a position in NNN in Q3 2025 and has held it in 5 quarters since. The position peaked at $248K in Q2 2026. 129 funds tracked by Wall St. Rank hold NNN as of Q3 2026.

  • Plan Group Financial held 5,347 shares of NNN REIT worth $222K as of Q3 2026.
  • Plan Group Financial bought 24 NNN REIT shares in Q3 2026, an estimated $1.1K.
  • NNN REIT made up 0.04% of Plan Group Financial's portfolio in Q3 2026, its #211 holding.
  • Plan Group Financial first reported a position in NNN REIT in Q3 2025 and has held it in 5 quarters since.
  • Plan Group Financial's NNN REIT position peaked at $248K in Q2 2026.
  • 129 funds tracked by Wall St. Rank held NNN REIT as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.