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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

United Capital Financial Advisors's NNN Position: Q1 2026 in Review

United Capital Financial Advisors increased its NNN REIT (NNN) stake by 133% in Q1 2026, buying an estimated $314K and bringing the position to 12,784 shares worth $537K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

United Capital Financial Advisors first reported a position in NNN in Q3 2014 and has held it in 15 quarters since. The position peaked at $2.09M in Q3 2016. 539 funds tracked by Wall St. Rank hold NNN as of Q1 2026.

  • United Capital Financial Advisors held 12,784 shares of NNN REIT worth $537K as of Q1 2026.
  • United Capital Financial Advisors bought 7,294 NNN REIT shares in Q1 2026, an estimated $314K.
  • NNN REIT made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1034 holding.
  • United Capital Financial Advisors first reported a position in NNN REIT in Q3 2014 and has held it in 15 quarters since.
  • United Capital Financial Advisors's NNN REIT position peaked at $2.09M in Q3 2016.
  • 539 funds tracked by Wall St. Rank held NNN REIT as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.