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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
2025
Q4 		$119 Buy
+3
New +$123 ﹤0.01% 958

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principia Wealth Advisory's NNN Position: Q4 2025 in Review

Principia Wealth Advisory opened a new position in NNN REIT (NNN) in Q4 2025: 3 shares worth $119. The stake represents ﹤0.01% of the portfolio and ranks #958 among its holdings.

520 funds tracked by Wall St. Rank hold NNN as of Q4 2025.

  • Principia Wealth Advisory held 3 shares of NNN REIT worth $119 as of Q4 2025.
  • NNN REIT was a new Principia Wealth Advisory position in Q4 2025.
  • NNN REIT made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #958 holding.
  • 520 funds tracked by Wall St. Rank held NNN REIT as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.