PCM
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Polymer Capital Management’s NNN REIT NNN Stock Holding History

Polymer Capital Management’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 		$1.02M Sell
24,192
-6
-0% -$259 0.1% 206
2025
Q4 		$959K Buy
24,198
+1,444
+6% +$59.2K 0.1% 299
2025
Q3 		$969K Buy
+22,754
New +$966K 0.1% 192
2025
Q2 		– Sell
-8,821
Closed -$376K – 718
2025
Q1 		$376K Buy
+8,821
New +$360K 0.1% 302

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

Polymer Capital Management's NNN Position: Q1 2026 in Review

Polymer Capital Management reduced its NNN REIT (NNN) stake by 0.02% in Q1 2026, selling an estimated $259 and leaving 24,192 shares worth $1.02M. The position accounts for 0.1% of the portfolio, ranked #206.

Polymer Capital Management first reported a position in NNN in Q1 2025 and has held it in 4 quarters since. 539 funds tracked by Wall St. Rank hold NNN as of Q1 2026.

  • Polymer Capital Management held 24,192 shares of NNN REIT worth $1.02M as of Q1 2026.
  • Polymer Capital Management sold 6 NNN REIT shares in Q1 2026, an estimated $259.
  • NNN REIT made up 0.1% of Polymer Capital Management's portfolio in Q1 2026, its #206 holding.
  • Polymer Capital Management first reported a position in NNN REIT in Q1 2025 and has held it in 4 quarters since.
  • 539 funds tracked by Wall St. Rank held NNN REIT as of Q1 2026.

Based on Polymer Capital Management's 13F filing for Q1 2026, filed 14 May 2026.