Root Financial Partners
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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
Q3 		$109K Buy
+2,643
New +$121K ﹤0.01% 699
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

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Verity & Verity
Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Root Financial Partners's NNN Position: Q3 2026 in Review

Root Financial Partners opened a new position in NNN REIT (NNN) in Q3 2026: 2,643 shares worth $109K. The stake represents ﹤0.01% of the portfolio and ranks #699 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NNN as recently as Q1 2026.

Root Financial Partners first reported a position in NNN in Q4 2025 and has held it in 3 quarters since. 214 funds tracked by Wall St. Rank hold NNN as of Q3 2026.

  • Root Financial Partners held 2,643 shares of NNN REIT worth $109K as of Q3 2026.
  • NNN REIT was a new Root Financial Partners position in Q3 2026.
  • NNN REIT made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #699 holding.
  • Root Financial Partners first reported a position in NNN REIT in Q4 2025 and has held it in 3 quarters since.
  • 214 funds tracked by Wall St. Rank held NNN REIT as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.