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Spire Wealth Management’s NNN REIT NNN Stock Holding History

Spire Wealth Management’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 		$113K Buy
2,419
+121
+5% +$5.4K ﹤0.01% 944
2026
Q1 		$96.6K Buy
2,298
+975
+74% +$42K ﹤0.01% 970
2025
Q4 		$52.4K Hold
1,323
– – ﹤0.01% 1165
2025
Q3 		$56.3K Sell
1,323
-47
-3% -$2K ﹤0.01% 1192
2025
Q2 		$59.2K Sell
1,370
-50
-4% -$2.08K ﹤0.01% 1141
2025
Q1 		$60.6K Sell
1,420
-125
-8% -$5.1K ﹤0.01% 1215
2024
Q4 		$63.1K Hold
1,545
– – ﹤0.01% 1195
2024
Q3 		$74.9K Sell
1,545
-32
-2% -$1.48K ﹤0.01% 1003
2024
Q2 		$67.2K Sell
1,577
-669
-30% -$27.8K ﹤0.01% 1018
2024
Q1 		$96K Buy
2,246
+2
+0.1% +$83 ﹤0.01% 1003
2023
Q4 		$95K Buy
2,244
+17
+0.8% +$658 ﹤0.01% 1008
2023
Q3 		$78.7K Hold
2,227
– – ﹤0.01% 1019
2023
Q2 		$95.3K Sell
2,227
-200
-8% -$8.61K ﹤0.01% 985
2023
Q1 		$107K Buy
2,427
+707
+41% +$32.2K ﹤0.01% 946
2022
Q4 		$79K Buy
1,720
+25
+1% +$1.09K ﹤0.01% 827
2022
Q3 		$68K Sell
1,695
-1,421
-46% -$64.1K ﹤0.01% 847
2022
Q2 		$134K Sell
3,116
-380
-11% -$16.7K 0.01% 919
2022
Q1 		$157K Sell
3,496
-270
-7% -$11.9K ﹤0.01% 989
2021
Q4 		$181K Buy
3,766
+270
+8% +$12.4K ﹤0.01% 1136
2021
Q3 		$151K Buy
3,496
+225
+7% +$10.6K ﹤0.01% 1028
2021
Q2 		$153K Sell
3,271
-886
-21% -$41.5K ﹤0.01% 1037
2021
Q1 		$183K Buy
+4,157
New +$174K ﹤0.01% 1104

Other funds holding NNN

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Spire Wealth Management's NNN Position: Q2 2026 in Review

Spire Wealth Management increased its NNN REIT (NNN) stake by 5.3% in Q2 2026, buying an estimated $5.4K and bringing the position to 2,419 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

Spire Wealth Management first reported a position in NNN in Q1 2021 and has held it in 22 quarters since. The position peaked at $183K in Q1 2021. 52 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Spire Wealth Management held 2,419 shares of NNN REIT worth $113K as of Q2 2026.
  • Spire Wealth Management bought 121 NNN REIT shares in Q2 2026, an estimated $5.4K.
  • NNN REIT made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #944 holding.
  • Spire Wealth Management first reported a position in NNN REIT in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's NNN REIT position peaked at $183K in Q1 2021.
  • 52 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.