Principia Wealth Advisory’s NNN REIT NNN Stock Holding History

Principia Wealth Advisory’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	–	Sell	-3	Closed	-$119	–	1069
2025 Q4	$119	Buy	+3	New	+$123	﹤0.01%	958

Other funds holding NNN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RIM

Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return

Principia Wealth Advisory's NNN Position: Q1 2026 in Review

Principia Wealth Advisory sold out of NNN REIT (NNN) in Q1 2026, closing a stake of 3 shares — an estimated $119 sold.

Principia Wealth Advisory first reported a position in NNN in Q4 2025 and held it in 1 quarter. The position peaked at $119 in Q4 2025. 545 funds tracked by Wall St. Rank hold NNN as of Q1 2026.

Principia Wealth Advisory reported no remaining NNN REIT position as of Q1 2026 after selling out during the quarter.
Principia Wealth Advisory sold 3 NNN REIT shares in Q1 2026, an estimated $119.
Principia Wealth Advisory first reported a position in NNN REIT in Q4 2025 and held it in 1 quarter.
Principia Wealth Advisory's NNN REIT position peaked at $119 in Q4 2025.
545 funds tracked by Wall St. Rank held NNN REIT as of Q1 2026.

Based on Principia Wealth Advisory's 13F filing for Q1 2026, filed 26 Aug 2026.