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Twin Peaks Wealth Advisors’s NNN REIT NNN Stock Holding History

Twin Peaks Wealth 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 		– Sell
-22
Closed -$925 – 1507
2026
Q1 		$925 Buy
+22
New +$948 ﹤0.01% 1919
2025
Q3 		– Sell
-17
Closed -$708 – 1429
2025
Q2 		$708 Buy
+17
New +$706 ﹤0.01% 1839

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

Twin Peaks Wealth Advisors's NNN Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of NNN REIT (NNN) in Q2 2026, closing a stake of 22 shares — an estimated $925 sold.

Twin Peaks Wealth Advisors first reported a position in NNN in Q2 2025 and held it in 2 quarters. The position peaked at $925 in Q1 2026. 604 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining NNN REIT position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 22 NNN REIT shares in Q2 2026, an estimated $925.
  • Twin Peaks Wealth Advisors first reported a position in NNN REIT in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's NNN REIT position peaked at $925 in Q1 2026.
  • 604 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.