SAG
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SageView Advisory Group’s NNN REIT NNN Stock Holding History

SageView Advisory 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 		– Sell
-489
Closed -$19.4K – 1798
2025
Q4 		$19.4K Buy
+489
New +$20K ﹤0.01% 1464
2024
Q4 		– Sell
-4,858
Closed -$236K – 601
2024
Q3 		$236K Sell
4,858
-269
-5% -$12.4K 0.01% 458
2024
Q2 		$218K Buy
+5,127
New +$213K 0.01% 515
2024
Q1 		– Sell
-8,781
Closed -$356K – 691
2023
Q4 		$356K Sell
8,781
-9,285
-51% -$360K 0.02% 464
2023
Q3 		$638K Sell
18,066
-6,301
-26% -$253K 0.04% 288
2023
Q2 		$1.04M Buy
24,367
+344
+1% +$14.8K 0.06% 219
2023
Q1 		$1.06M Buy
+24,023
New +$1.09M 0.07% 194

Other funds holding NNN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return

SageView Advisory Group's NNN Position: Q1 2026 in Review

SageView Advisory Group sold out of NNN REIT (NNN) in Q1 2026, closing a stake of 489 shares — an estimated $19.4K sold.

SageView Advisory Group first reported a position in NNN in Q1 2023 and held it in 7 quarters. The position peaked at $1.06M in Q1 2023. 544 funds tracked by Wall St. Rank hold NNN as of Q1 2026.

  • SageView Advisory Group reported no remaining NNN REIT position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 489 NNN REIT shares in Q1 2026, an estimated $19.4K.
  • SageView Advisory Group first reported a position in NNN REIT in Q1 2023 and held it in 7 quarters.
  • SageView Advisory Group's NNN REIT position peaked at $1.06M in Q1 2023.
  • 544 funds tracked by Wall St. Rank held NNN REIT as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.