SC&H Financial Advisors’s NNN REIT NNN Stock Holding History

SC&H Financial 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
2026 Q2	$267K	Hold	5,744	–	–	0.04%	139
2026 Q1	$241K	Hold	5,744	–	–	0.04%	140
2025 Q4	$228K	Sell	5,744 -2,070	-26%	-$84.8K	0.04%	149
2025 Q3	$333K	Hold	7,814	–	–	0.05%	107
2025 Q2	$337K	Hold	7,814	–	–	0.06%	109
2025 Q1	$333K	Hold	7,814	–	–	0.07%	111
2024 Q4	$319K	Sell	7,814 -2,090	-21%	-$92.6K	0.07%	111
2024 Q3	$480K	Hold	9,904	–	–	0.1%	93
2024 Q2	$422K	Sell	9,904 -1,247	-11%	-$51.9K	0.1%	94
2024 Q1	$477K	Hold	11,151	–	–	0.12%	90
2023 Q4	$481K	Hold	11,151	–	–	0.14%	92
2023 Q3	$394K	Hold	11,151	–	–	0.13%	98
2023 Q2	$477K	Hold	11,151	–	–	0.16%	92
2023 Q1	$492K	Sell	11,151 -753	-6%	-$34.3K	0.18%	83
2022 Q4	$545K	Hold	11,904	–	–	0.23%	79
2022 Q3	$475K	Sell	11,904 -1,000	-8%	-$45.1K	0.24%	76
2022 Q2	$555K	Buy	12,904 +3,739	+41%	+$164K	0.26%	78
2022 Q1	$412K	Sell	9,165 -1,780	-16%	-$78.4K	0.2%	99
2021 Q4	$526K	Buy	+10,945	New	+$502K	0.29%	81

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

SC&H Financial Advisors's NNN Position: Q2 2026 in Review

SC&H Financial Advisors held its NNN REIT (NNN) position steady in Q2 2026 at 5,744 shares worth $267K. The position accounts for 0.04% of the portfolio, ranked #139.

SC&H Financial Advisors first reported a position in NNN in Q4 2021 and has held it in 19 quarters since. The position peaked at $555K in Q2 2022. 601 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

SC&H Financial Advisors held 5,744 shares of NNN REIT worth $267K as of Q2 2026.
SC&H Financial Advisors left its NNN REIT share count unchanged in Q2 2026.
NNN REIT made up 0.04% of SC&H Financial Advisors's portfolio in Q2 2026, its #139 holding.
SC&H Financial Advisors first reported a position in NNN REIT in Q4 2021 and has held it in 19 quarters since.
SC&H Financial Advisors's NNN REIT position peaked at $555K in Q2 2022.
601 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.