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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
Q2 		$1.49K Hold
32
– – ﹤0.01% 1224
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Private Wealth Management Group's NNN Position: Q2 2026 in Review

Private Wealth Management Group held its NNN REIT (NNN) position steady in Q2 2026 at 32 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Private Wealth Management Group first reported a position in NNN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.69K in Q2 2025. 602 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Private Wealth Management Group held 32 shares of NNN REIT worth $1.49K as of Q2 2026.
  • Private Wealth Management Group left its NNN REIT share count unchanged in Q2 2026.
  • NNN REIT made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1224 holding.
  • Private Wealth Management Group first reported a position in NNN REIT in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's NNN REIT position peaked at $1.69K in Q2 2025.
  • 602 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.