PGF
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
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

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

Plan Group Financial's NNN Position: Q1 2026 in Review

Plan Group Financial increased its NNN REIT (NNN) stake by 0.67% in Q1 2026, buying an estimated $1.51K and bringing the position to 5,288 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #205.

Plan Group Financial first reported a position in NNN in Q3 2025 and has held it in 3 quarters since. 539 funds tracked by Wall St. Rank hold NNN as of Q1 2026.

  • Plan Group Financial held 5,288 shares of NNN REIT worth $222K as of Q1 2026.
  • Plan Group Financial bought 35 NNN REIT shares in Q1 2026, an estimated $1.51K.
  • NNN REIT made up 0.05% of Plan Group Financial's portfolio in Q1 2026, its #205 holding.
  • Plan Group Financial first reported a position in NNN REIT in Q3 2025 and has held it in 3 quarters since.
  • 539 funds tracked by Wall St. Rank held NNN REIT as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.