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Transamerica Financial Advisors’s NNN REIT NNN Stock Holding History

Transamerica Financial Advisors’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 		$109K Sell
2,349
-65
-3% -$2.9K 0.01% 557
2026
Q1 		$101K Buy
2,414
+1,174
+95% +$50.6K 0.01% 526
2025
Q4 		$49.1K Buy
1,240
+410
+49% +$16.8K ﹤0.01% 555
2025
Q3 		$35.3K Buy
+830
New +$35.2K ﹤0.01% 520

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 $3.38T AUM 44.17% 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

Transamerica Financial Advisors's NNN Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its NNN REIT (NNN) stake by 2.7% in Q2 2026, selling an estimated $2.9K and leaving 2,349 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #557.

Transamerica Financial Advisors first reported a position in NNN in Q3 2025 and has held it in 4 quarters since. 605 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Transamerica Financial Advisors held 2,349 shares of NNN REIT worth $109K as of Q2 2026.
  • Transamerica Financial Advisors sold 65 NNN REIT shares in Q2 2026, an estimated $2.9K.
  • NNN REIT made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #557 holding.
  • Transamerica Financial Advisors first reported a position in NNN REIT in Q3 2025 and has held it in 4 quarters since.
  • 605 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.