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Steward Partners Investment Advisory’s NNN REIT NNN Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$1.14M Sell
27,181
-1
-0% -$43 0.01% 1093
2025
Q4 		$1.08M Buy
27,182
+488
+2% +$20K 0.01% 1037
2025
Q3 		$1.14M Buy
26,694
+5,674
+27% +$241K 0.01% 999
2025
Q2 		$908K Buy
21,020
+257
+1% +$10.7K 0.01% 1029
2025
Q1 		$886K Sell
20,763
-397
-2% -$16.2K 0.01% 970
2024
Q4 		$864K Buy
21,160
+6,120
+41% +$271K 0.01% 931
2024
Q3 		$729K Buy
15,040
+1,302
+9% +$60.2K 0.01% 967
2024
Q2 		$585K Buy
13,738
+231
+2% +$9.61K 0.01% 997
2024
Q1 		$577K Buy
13,507
+672
+5% +$28K 0.01% 998
2023
Q4 		$553K Sell
12,835
-526
-4% -$20.4K 0.01% 953
2023
Q3 		$472K Sell
13,361
-43
-0.3% -$1.72K 0.01% 940
2023
Q2 		$574K Sell
13,404
-2
-0% -$86 0.01% 890
2023
Q1 		$592K Buy
13,406
+164
+1% +$7.46K 0.01% 860
2022
Q4 		$606K Sell
13,242
-150
-1% -$6.52K 0.01% 825
2022
Q3 		$534K Buy
13,392
+678
+5% +$30.6K 0.01% 832
2022
Q2 		$547K Sell
12,714
-22,969
-64% -$1.01M 0.01% 824
2022
Q1 		$1.6M Buy
35,683
+889
+3% +$39.1K 0.02% 547
2021
Q4 		$1.67M Buy
34,794
+4,883
+16% +$224K 0.03% 541
2021
Q3 		$1.29M Buy
29,911
+18,422
+160% +$867K 0.02% 586
2021
Q2 		$539K Buy
11,489
+4,225
+58% +$198K 0.01% 901
2021
Q1 		$320K Buy
7,264
+3,525
+94% +$148K 0.01% 1063
2020
Q4 		$153K Hold
3,739
– – ﹤0.01% 1179
2020
Q3 		$129K Sell
3,739
-280
-7% -$10K ﹤0.01% 1119
2020
Q2 		$143K Buy
4,019
+333
+9% +$10.9K ﹤0.01% 997
2020
Q1 		$118K Sell
3,686
-899
-20% -$45.2K ﹤0.01% 942
2019
Q4 		$245K Hold
4,585
– – 0.01% 825
2019
Q3 		$258K Hold
4,585
– – 0.01% 763
2019
Q2 		$243K Buy
+4,585
New +$245K 0.01% 754
2018
Q4 		– Sell
-590
Closed -$26K – 1661
2018
Q3 		$26K Buy
590
+553
+1,495% +$24.9K ﹤0.01% 1446
2018
Q2 		$2K Hold
37
– – ﹤0.01% 2234
2018
Q1 		$1K Buy
+37
New +$1.44K ﹤0.01% 2148

Other funds holding NNN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Steward Partners Investment Advisory's NNN Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its NNN REIT (NNN) stake by 0% in Q1 2026, selling an estimated $43 and leaving 27,181 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #1093.

Steward Partners Investment Advisory first reported a position in NNN in Q1 2018 and has held it in 31 quarters since. The position peaked at $1.67M in Q4 2021. 539 funds tracked by Wall St. Rank hold NNN as of Q1 2026.

  • Steward Partners Investment Advisory held 27,181 shares of NNN REIT worth $1.14M as of Q1 2026.
  • Steward Partners Investment Advisory sold 1 NNN REIT share in Q1 2026, an estimated $43.
  • NNN REIT made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1093 holding.
  • Steward Partners Investment Advisory first reported a position in NNN REIT in Q1 2018 and has held it in 31 quarters since.
  • Steward Partners Investment Advisory's NNN REIT position peaked at $1.67M in Q4 2021.
  • 539 funds tracked by Wall St. Rank held NNN REIT as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.