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 Q2	$3.44K	Hold	74	–	–	﹤0.01%	1124
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Strategic Wealth Partners's NNN Position: Q2 2026 in Review

Strategic Wealth Partners held its NNN REIT (NNN) position steady in Q2 2026 at 74 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Strategic Wealth Partners first reported a position in NNN in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.2M in Q2 2022. 602 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

Strategic Wealth Partners held 74 shares of NNN REIT worth $3.44K as of Q2 2026.
Strategic Wealth Partners left its NNN REIT share count unchanged in Q2 2026.
NNN REIT made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1124 holding.
Strategic Wealth Partners first reported a position in NNN REIT in Q1 2021 and has held it in 11 quarters since.
Strategic Wealth Partners's NNN REIT position peaked at $1.2M in Q2 2022.
602 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.