TWD
NNN icon

True Wealth Design’s NNN REIT NNN Stock Holding History

True Wealth Design’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 		$162K Buy
3,471
+2,280
+191% +$102K 0.04% 149
2026
Q1 		$50.1K Sell
1,191
-46
-4% -$1.98K 0.01% 403
2025
Q4 		$49K Sell
1,237
-581
-32% -$23.8K 0.01% 339
2025
Q3 		$77.4K Buy
1,818
+1,094
+151% +$46.5K 0.02% 221
2025
Q2 		$31.3K Buy
724
+591
+444% +$24.5K 0.01% 288
2025
Q1 		$5.67K Buy
+133
New +$5.43K ﹤0.01% 649
2024
Q4 		– Sell
-14
Closed -$679 – 1469
2024
Q3 		$679 Buy
+14
New +$647 ﹤0.01% 1044

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

True Wealth Design's NNN Position: Q2 2026 in Review

True Wealth Design increased its NNN REIT (NNN) stake by 191% in Q2 2026, buying an estimated $102K and bringing the position to 3,471 shares worth $162K. The position accounts for 0.04% of the portfolio, ranked #149.

True Wealth Design first reported a position in NNN in Q3 2024 and has held it in 7 quarters since. 601 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • True Wealth Design held 3,471 shares of NNN REIT worth $162K as of Q2 2026.
  • True Wealth Design bought 2,280 NNN REIT shares in Q2 2026, an estimated $102K.
  • NNN REIT made up 0.04% of True Wealth Design's portfolio in Q2 2026, its #149 holding.
  • True Wealth Design first reported a position in NNN REIT in Q3 2024 and has held it in 7 quarters since.
  • 601 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.