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
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

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

Plan Group Financial's NNN Position: Q2 2026 in Review

Plan Group Financial increased its NNN REIT (NNN) stake by 0.66% in Q2 2026, buying an estimated $1.56K and bringing the position to 5,323 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #206.

Plan Group Financial first reported a position in NNN in Q3 2025 and has held it in 4 quarters since. 602 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Plan Group Financial held 5,323 shares of NNN REIT worth $248K as of Q2 2026.
  • Plan Group Financial bought 35 NNN REIT shares in Q2 2026, an estimated $1.56K.
  • NNN REIT made up 0.05% of Plan Group Financial's portfolio in Q2 2026, its #206 holding.
  • Plan Group Financial first reported a position in NNN REIT in Q3 2025 and has held it in 4 quarters since.
  • 602 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.