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Sound Income Strategies’s NNN REIT NNN Stock Holding History

Sound Income Strategies’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 		$22.9M Buy
492,874
+16,485
+3% +$736K 1.03% 21
2026
Q1 		$20.2M Buy
476,389
+7,344
+2% +$316K 0.98% 29
2025
Q4 		$20M Buy
469,045
+34,852
+8% +$1.43M 0.95% 31
2025
Q3 		$18.2M Buy
434,193
+18,135
+4% +$770K 1% 31
2025
Q2 		$18M Buy
416,058
+31,505
+8% +$1.31M 1.03% 30
2025
Q1 		$16.4M Buy
384,553
+39,289
+11% +$1.6M 0.97% 34
2024
Q4 		$14.1M Buy
345,264
+30,146
+10% +$1.33M 0.87% 35
2024
Q3 		$15.3M Buy
315,118
+50,213
+19% +$2.32M 0.98% 33
2024
Q2 		$11.3M Buy
264,905
+216,855
+451% +$9.02M 0.71% 43
2024
Q1 		$2.05M Buy
48,050
+48,000
+96,000% +$2M 0.15% 101
2023
Q4 		$2.15K Hold
50
– – ﹤0.01% 1048
2023
Q3 		$1.77K Sell
50
-1
-2% -$40 ﹤0.01% 927
2023
Q2 		$2.16K Buy
51
+1
+2% +$43 ﹤0.01% 876
2023
Q1 		$2.21K Hold
50
– – ﹤0.01% 826
2022
Q4 		$2.29K Hold
50
– – ﹤0.01% 748
2022
Q3 		$2K Hold
50
– – ﹤0.01% 724
2022
Q2 		$2K Hold
50
– – ﹤0.01% 734
2022
Q1 		$2K Hold
50
– – ﹤0.01% 730
2021
Q4 		$2K Sell
50
-410
-89% -$18.8K ﹤0.01% 722
2021
Q3 		$20K Hold
460
– – ﹤0.01% 342
2021
Q2 		$22K Hold
460
– – ﹤0.01% 331
2021
Q1 		$20.3K Hold
460
– – ﹤0.01% 353
2020
Q4 		$19K Hold
460
– – ﹤0.01% 323
2020
Q3 		$16K Hold
460
– – ﹤0.01% 323
2020
Q2 		$16K Hold
460
– – ﹤0.01% 309
2020
Q1 		$15K Buy
+460
New +$23.1K 0.01% 290

Other funds holding NNN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VV
Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Sound Income Strategies's NNN Position: Q2 2026 in Review

Sound Income Strategies increased its NNN REIT (NNN) stake by 3.5% in Q2 2026, buying an estimated $736K and bringing the position to 492,874 shares worth $22.9M. The position accounts for 1.03% of the portfolio, ranked #21.

Sound Income Strategies first reported a position in NNN in Q1 2020 and has held it in 26 quarters since. 273 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Sound Income Strategies held 492,874 shares of NNN REIT worth $22.9M as of Q2 2026.
  • Sound Income Strategies bought 16,485 NNN REIT shares in Q2 2026, an estimated $736K.
  • NNN REIT made up 1.03% of Sound Income Strategies's portfolio in Q2 2026, its #21 holding.
  • Sound Income Strategies first reported a position in NNN REIT in Q1 2020 and has held it in 26 quarters since.
  • 273 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.