Southland Equity Partners’s NNN REIT NNN Stock Holding History

Southland Equity Partners’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 Q3	$2.17M	Buy	52,742 +20	+0%	+$914	0.37%	59
2026 Q2	$2.45M	Buy	52,722 +4,302	+9%	+$192K	0.43%	52
2026 Q1	$2.04M	Sell	48,420 -1,561	-3%	-$67.3K	0.4%	60
2025 Q4	$1.98M	Sell	49,981 -1,592	-3%	-$65.3K	0.39%	57
2025 Q3	$2.2M	Sell	51,573 -915	-2%	-$38.9K	0.44%	54
2025 Q2	$2.27M	Sell	52,488 -574	-1%	-$23.8K	0.5%	46
2025 Q1	$2.26M	Buy	53,062 +206	+0.4%	+$8.41K	0.53%	41
2024 Q4	$2.16M	Buy	52,856 +6,125	+13%	+$271K	0.5%	44
2024 Q3	$2.27M	Buy	46,731 +9,773	+26%	+$452K	0.55%	40
2024 Q2	$1.57M	Buy	36,958 +13,632	+58%	+$567K	0.45%	44
2024 Q1	$997K	Buy	23,326 +1,785	+8%	+$74.3K	0.28%	63
2023 Q4	$928K	Sell	21,541 -91	-0.4%	-$3.52K	0.29%	58
2023 Q3	$764K	Buy	21,632 +2,318	+12%	+$92.9K	0.26%	63
2023 Q2	$826K	Buy	19,314 +3,980	+26%	+$171K	0.28%	57
2023 Q1	$677K	Buy	15,334 +765	+5%	+$34.8K	0.27%	61
2022 Q4	$667K	Sell	14,569 -2,198	-13%	-$95.6K	0.26%	57
2022 Q3	$668K	Sell	16,767 -375	-2%	-$16.9K	0.33%	55
2022 Q2	$737K	Hold	17,142	–	–	0.34%	55
2022 Q1	$770K	Buy	17,142 +440	+3%	+$19.4K	0.32%	54
2021 Q4	$803K	Hold	16,702	–	–	0.33%	54
2021 Q3	$721K	Buy	16,702 +1,100	+7%	+$51.7K	0.33%	58
2021 Q2	$731K	Buy	15,602 +1,936	+14%	+$90.6K	0.35%	59
2021 Q1	$602K	Buy	13,666 +3,480	+34%	+$146K	0.34%	62
2020 Q4	$417K	Buy	+10,186	New	+$384K	0.28%	71

Other funds holding NNN

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

RSC

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MWM

MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Southland Equity Partners's NNN Position: Q3 2026 in Review

Southland Equity Partners increased its NNN REIT (NNN) stake by 0.04% in Q3 2026, buying an estimated $914 and bringing the position to 52,742 shares worth $2.17M. The position accounts for 0.37% of the portfolio, ranked #59.

Southland Equity Partners first reported a position in NNN in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.45M in Q2 2026. 36 funds tracked by Wall St. Rank hold NNN as of Q3 2026.

Southland Equity Partners held 52,742 shares of NNN REIT worth $2.17M as of Q3 2026.
Southland Equity Partners bought 20 NNN REIT shares in Q3 2026, an estimated $914.
NNN REIT made up 0.37% of Southland Equity Partners's portfolio in Q3 2026, its #59 holding.
Southland Equity Partners first reported a position in NNN REIT in Q4 2020 and has held it in 24 quarters since.
Southland Equity Partners's NNN REIT position peaked at $2.45M in Q2 2026.
36 funds tracked by Wall St. Rank held NNN REIT as of Q3 2026.

Based on Southland Equity Partners's 13F filing for Q3 2026, filed 14 Oct 2026.