PWMG
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Private Wealth Management Group’s NNN REIT NNN Stock Holding History

Private Wealth Management Group’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 		$1.34K Hold
32
– – ﹤0.01% 1182
2025
Q4 		$1.27K Sell
32
-7
-18% -$287 ﹤0.01% 1208
2025
Q3 		$1.66K Hold
39
– – ﹤0.01% 1169
2025
Q2 		$1.69K Hold
39
– – ﹤0.01% 1131
2025
Q1 		$1.66K Hold
39
– – ﹤0.01% 1112
2024
Q4 		$1.59K Buy
39
+21
+117% +$930 ﹤0.01% 1168
2024
Q3 		$873 Hold
18
– – ﹤0.01% 1318
2024
Q2 		$767 Hold
18
– – ﹤0.01% 1347
2024
Q1 		$770 Hold
18
– – ﹤0.01% 1354
2023
Q4 		$776 Buy
+18
New +$697 ﹤0.01% 1356

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