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SYM Financial Corp’s NNN REIT NNN Stock Holding History

SYM Financial Corp’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 		$330K Buy
+7,087
New +$316K 0.03% 232
2018
Q4 		– Sell
-4,572
Closed -$205K – 92
2018
Q3 		$205K Buy
+4,572
New +$206K 0.11% 41

Other funds holding NNN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SYM Financial Corp's NNN Position: Q2 2026 in Review

SYM Financial Corp opened a new position in NNN REIT (NNN) in Q2 2026: 7,087 shares worth $330K. The stake represents 0.03% of the portfolio and ranks #232 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in NNN as recently as Q3 2018.

SYM Financial Corp first reported a position in NNN in Q3 2018 and has held it in 2 quarters since. 603 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • SYM Financial Corp held 7,087 shares of NNN REIT worth $330K as of Q2 2026.
  • NNN REIT was a new SYM Financial Corp position in Q2 2026.
  • NNN REIT made up 0.03% of SYM Financial Corp's portfolio in Q2 2026, its #232 holding.
  • SYM Financial Corp first reported a position in NNN REIT in Q3 2018 and has held it in 2 quarters since.
  • 603 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.