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Rise Advisors’s NNN REIT NNN Stock Holding History

Rise Advisors’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 		– Sell
-334
Closed -$14.2K – 982
2025
Q3 		$14.2K Sell
334
-10
-3% -$425 0.01% 788
2025
Q2 		$14.8K Buy
344
+43
+14% +$1.79K 0.01% 732
2025
Q1 		$12.9K Sell
301
-45
-13% -$1.84K 0.01% 802
2024
Q4 		$14.2K Buy
346
+4
+1% +$177 0.01% 856
2024
Q3 		$16.6K Buy
342
+5
+1% +$231 0.01% 809
2024
Q2 		$14.4K Buy
337
+4
+1% +$166 0.01% 851
2024
Q1 		$14.2K Buy
+333
New +$13.9K 0.01% 881

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

Rise Advisors's NNN Position: Q4 2025 in Review

Rise Advisors sold out of NNN REIT (NNN) in Q4 2025, closing a stake of 334 shares — an estimated $14.2K sold.

Rise Advisors first reported a position in NNN in Q1 2024 and held it in 7 quarters. The position peaked at $16.6K in Q3 2024. 520 funds tracked by Wall St. Rank hold NNN as of Q4 2025.

  • Rise Advisors reported no remaining NNN REIT position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 334 NNN REIT shares in Q4 2025, an estimated $14.2K.
  • Rise Advisors first reported a position in NNN REIT in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's NNN REIT position peaked at $16.6K in Q3 2024.
  • 520 funds tracked by Wall St. Rank held NNN REIT as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.