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Sequoia Financial Advisors’s NNN REIT NNN Stock Holding History

Sequoia 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 		$2.11M Sell
45,353
-4,752
-9% -$212K 0.01% 623
2026
Q1 		$2.11M Buy
50,105
+11,552
+30% +$498K 0.01% 587
2025
Q4 		$1.53M Buy
38,553
+11,099
+40% +$455K 0.01% 689
2025
Q3 		$1.17M Buy
27,454
+22,428
+446% +$952K 0.01% 712
2025
Q2 		$217K Buy
5,026
+184
+4% +$7.64K ﹤0.01% 1442
2025
Q1 		$207K Buy
+4,842
New +$198K ﹤0.01% 1254
2024
Q4 		– Sell
-5,887
Closed -$285K – 1396
2024
Q3 		$285K Buy
5,887
+146
+3% +$6.75K ﹤0.01% 986
2024
Q2 		$245K Buy
5,741
+750
+15% +$31.2K ﹤0.01% 984
2024
Q1 		$213K Buy
+4,991
New +$208K ﹤0.01% 1030

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

Sequoia Financial Advisors's NNN Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its NNN REIT (NNN) stake by 9.5% in Q2 2026, selling an estimated $212K and leaving 45,353 shares worth $2.11M. The position accounts for 0.01% of the portfolio, ranked #623.

Sequoia Financial Advisors first reported a position in NNN in Q1 2024 and has held it in 9 quarters since. 601 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Sequoia Financial Advisors held 45,353 shares of NNN REIT worth $2.11M as of Q2 2026.
  • Sequoia Financial Advisors sold 4,752 NNN REIT shares in Q2 2026, an estimated $212K.
  • NNN REIT made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #623 holding.
  • Sequoia Financial Advisors first reported a position in NNN REIT in Q1 2024 and has held it in 9 quarters since.
  • 601 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.