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Sequent Planning’s NNN REIT NNN Stock Holding History

Sequent Planning’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 		$1.08M Buy
+23,180
New +$1.04M 0.23% 91

Other funds holding NNN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sequent Planning's NNN Position: Q2 2026 in Review

Sequent Planning opened a new position in NNN REIT (NNN) in Q2 2026: 23,180 shares worth $1.08M. The stake represents 0.23% of the portfolio and ranks #91 among its holdings.

601 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Sequent Planning held 23,180 shares of NNN REIT worth $1.08M as of Q2 2026.
  • NNN REIT was a new Sequent Planning position in Q2 2026.
  • NNN REIT made up 0.23% of Sequent Planning's portfolio in Q2 2026, its #91 holding.
  • 601 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.