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Planning Strategies’s NNN REIT NNN Stock Holding History

Planning Strategies’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 		$465 Buy
+10
New +$447 ﹤0.01% 869

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Planning Strategies's NNN Position: Q2 2026 in Review

Planning Strategies opened a new position in NNN REIT (NNN) in Q2 2026: 10 shares worth $465. The stake represents ﹤0.01% of the portfolio and ranks #869 among its holdings.

561 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Planning Strategies held 10 shares of NNN REIT worth $465 as of Q2 2026.
  • NNN REIT was a new Planning Strategies position in Q2 2026.
  • NNN REIT made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #869 holding.
  • 561 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.