SNB
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Security National Bank’s NNN REIT NNN Stock Holding History

Security National Bank’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
-2,075
Closed -$88.3K – 388
2025
Q3 		$88.3K Hold
2,075
– – 0.01% 195
2025
Q2 		$89.6K Buy
2,075
+104
+5% +$4.32K 0.02% 177
2025
Q1 		$84.1K Buy
1,971
+22
+1% +$898 0.02% 174
2024
Q4 		$79.6K Hold
1,949
– – 0.01% 174
2024
Q3 		$94.5K Hold
1,949
– – 0.01% 153
2024
Q2 		$83K Hold
1,949
– – 0.01% 159
2024
Q1 		$83.3K Hold
1,949
– – 0.01% 159
2023
Q4 		$84K Buy
+1,949
New +$75.5K 0.02% 162

Other funds holding NNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Security National Bank's NNN Position: Q4 2025 in Review

Security National Bank sold out of NNN REIT (NNN) in Q4 2025, closing a stake of 2,075 shares — an estimated $88.3K sold.

Security National Bank first reported a position in NNN in Q4 2023 and held it in 8 quarters. The position peaked at $94.5K in Q3 2024. 521 funds tracked by Wall St. Rank hold NNN as of Q4 2025.

  • Security National Bank reported no remaining NNN REIT position as of Q4 2025 after selling out during the quarter.
  • Security National Bank sold 2,075 NNN REIT shares in Q4 2025, an estimated $88.3K.
  • Security National Bank first reported a position in NNN REIT in Q4 2023 and held it in 8 quarters.
  • Security National Bank's NNN REIT position peaked at $94.5K in Q3 2024.
  • 521 funds tracked by Wall St. Rank held NNN REIT as of Q4 2025.

Based on Security National Bank's 13F filing for Q4 2025, filed 5 Feb 2026.