Root Financial Partners’s NNN REIT NNN Stock Holding History

Root Financial Partners’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	–	Sell	-1,278	Closed	-$53.7K	–	2203
2026 Q1	$53.7K	Buy	1,278 +1,241	+3,354%	+$53.5K	﹤0.01%	851
2025 Q4	$1.47K	Buy	+37	New	+$1.52K	﹤0.01%	2038

Other funds holding NNN

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Root Financial Partners's NNN Position: Q2 2026 in Review

Root Financial Partners sold out of NNN REIT (NNN) in Q2 2026, closing a stake of 1,278 shares — an estimated $53.7K sold.

Root Financial Partners first reported a position in NNN in Q4 2025 and held it in 2 quarters. The position peaked at $53.7K in Q1 2026. 602 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

Root Financial Partners reported no remaining NNN REIT position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 1,278 NNN REIT shares in Q2 2026, an estimated $53.7K.
Root Financial Partners first reported a position in NNN REIT in Q4 2025 and held it in 2 quarters.
Root Financial Partners's NNN REIT position peaked at $53.7K in Q1 2026.
602 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.