Strategic Wealth Partners’s NNN REIT NNN Stock Holding History

Strategic Wealth 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 Q1	$3.11K	Hold	74	–	–	﹤0.01%	1112
2025 Q4	$2.93K	Hold	74	–	–	﹤0.01%	1148
2025 Q3	$3.15K	Hold	74	–	–	﹤0.01%	1112
2025 Q2	$3.19K	Buy	+74	New	+$3.07K	﹤0.01%	963
2022 Q3	–	Sell	-27,988	Closed	-$1.2M	–	279
2022 Q2	$1.2M	Buy	27,988 +2,530	+10%	+$111K	0.26%	109
2022 Q1	$1.14M	Buy	25,458 +4,642	+22%	+$204K	0.22%	122
2021 Q4	$1M	Buy	20,816 +464	+2%	+$21.3K	0.19%	141
2021 Q3	$879K	Buy	20,352 +4,872	+31%	+$229K	0.26%	106
2021 Q2	$726K	Sell	15,480 -15	-0.1%	-$702	0.24%	110
2021 Q1	$683K	Buy	+15,495	New	+$649K	0.27%	94

Other funds holding NNN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Strategic Wealth Partners's NNN Position: Q1 2026 in Review

Strategic Wealth Partners held its NNN REIT (NNN) position steady in Q1 2026 at 74 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

Strategic Wealth Partners first reported a position in NNN in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.2M in Q2 2022. 539 funds tracked by Wall St. Rank hold NNN as of Q1 2026.

Strategic Wealth Partners held 74 shares of NNN REIT worth $3.11K as of Q1 2026.
Strategic Wealth Partners left its NNN REIT share count unchanged in Q1 2026.
NNN REIT made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1112 holding.
Strategic Wealth Partners first reported a position in NNN REIT in Q1 2021 and has held it in 10 quarters since.
Strategic Wealth Partners's NNN REIT position peaked at $1.2M in Q2 2022.
539 funds tracked by Wall St. Rank held NNN REIT as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.