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Waypoint Wealth Counsel’s NNN REIT NNN Stock Holding History

Waypoint Wealth Counsel’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 		$211K Sell
5,022
-2,244
-31% -$96.7K 0.11% 210
2025
Q4 		$288K Sell
7,266
-158
-2% -$6.48K 0.11% 197
2025
Q3 		$316K Buy
+7,424
New +$315K 0.12% 166

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

Waypoint Wealth Counsel's NNN Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its NNN REIT (NNN) stake by 31% in Q1 2026, selling an estimated $96.7K and leaving 5,022 shares worth $211K. The position accounts for 0.11% of the portfolio, ranked #210.

Waypoint Wealth Counsel first reported a position in NNN in Q3 2025 and has held it in 3 quarters since. The position peaked at $316K in Q3 2025. 539 funds tracked by Wall St. Rank hold NNN as of Q1 2026.

  • Waypoint Wealth Counsel held 5,022 shares of NNN REIT worth $211K as of Q1 2026.
  • Waypoint Wealth Counsel sold 2,244 NNN REIT shares in Q1 2026, an estimated $96.7K.
  • NNN REIT made up 0.11% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #210 holding.
  • Waypoint Wealth Counsel first reported a position in NNN REIT in Q3 2025 and has held it in 3 quarters since.
  • Waypoint Wealth Counsel's NNN REIT position peaked at $316K in Q3 2025.
  • 539 funds tracked by Wall St. Rank held NNN REIT as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.