United Capital Financial Advisors
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United Capital Financial Advisors’s NNN REIT NNN Stock Holding History

United Capital 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 		$551K Sell
11,847
-937
-7% -$41.8K ﹤0.01% 1065
2026
Q1 		$537K Buy
12,784
+7,294
+133% +$314K ﹤0.01% 1034
2025
Q4 		$218K Buy
+5,490
New +$225K ﹤0.01% 1294
2017
Q4 		– Sell
-17,175
Closed -$716K – 1341
2017
Q3 		$716K Sell
17,175
-6,027
-26% -$246K 0.01% 865
2017
Q2 		$907K Sell
23,202
-2,748
-11% -$111K 0.01% 791
2017
Q1 		$1.13M Sell
25,950
-4,662
-15% -$206K 0.01% 709
2016
Q4 		$1.35M Sell
30,612
-10,425
-25% -$460K 0.01% 655
2016
Q3 		$2.09M Buy
41,037
+10,095
+33% +$516K 0.02% 575
2016
Q2 		$1.61M Buy
30,942
+10,720
+53% +$497K 0.02% 607
2016
Q1 		$934K Sell
20,222
-1,221
-6% -$53K 0.01% 714
2015
Q4 		$859K Buy
21,443
+10,220
+91% +$389K 0.01% 732
2015
Q3 		$407K Sell
11,223
-35,527
-76% -$1.29M ﹤0.01% 959
2015
Q2 		$1.64M Buy
46,750
+4,298
+10% +$165K 0.02% 616
2015
Q1 		$1.63M Buy
42,452
+12,210
+40% +$506K 0.02% 613
2014
Q4 		$1.19M Buy
30,242
+24,086
+391% +$911K 0.02% 604
2014
Q3 		$213K Buy
+6,156
New +$225K ﹤0.01% 1033

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

United Capital Financial Advisors's NNN Position: Q2 2026 in Review

United Capital Financial Advisors reduced its NNN REIT (NNN) stake by 7.3% in Q2 2026, selling an estimated $41.8K and leaving 11,847 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

United Capital Financial Advisors first reported a position in NNN in Q3 2014 and has held it in 16 quarters since. The position peaked at $2.09M in Q3 2016. 605 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • United Capital Financial Advisors held 11,847 shares of NNN REIT worth $551K as of Q2 2026.
  • United Capital Financial Advisors sold 937 NNN REIT shares in Q2 2026, an estimated $41.8K.
  • NNN REIT made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1065 holding.
  • United Capital Financial Advisors first reported a position in NNN REIT in Q3 2014 and has held it in 16 quarters since.
  • United Capital Financial Advisors's NNN REIT position peaked at $2.09M in Q3 2016.
  • 605 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

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