Wealth Enhancement Advisory Services
NNN icon

Wealth Enhancement Advisory Services’s NNN REIT NNN Stock Holding History

Wealth Enhancement Advisory Services’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 		$9.25M Buy
221,559
+132,511
+149% +$5.92M 0.02% 701
2026
Q1 		$3.28M Buy
89,048
+8,317
+10% +$358K 0.01% 1124
2025
Q4 		$3.26M Sell
80,731
-1,524
-2% -$62.5K ﹤0.01% 1239
2025
Q3 		$3.47M Buy
82,255
+38,384
+87% +$1.63M 0.01% 1143
2025
Q2 		$1.91M Buy
43,871
+13,843
+46% +$575K ﹤0.01% 1376
2025
Q1 		$1.28M Sell
30,028
-354,377
-92% -$14.5M ﹤0.01% 1482
2024
Q4 		$15.7M Buy
384,405
+354,222
+1,174% +$15.7M 0.03% 430
2024
Q3 		$1.46M Buy
30,183
+924
+3% +$42.7K ﹤0.01% 1206
2024
Q2 		$1.25M Sell
29,259
-1,208
-4% -$50.3K ﹤0.01% 1178
2024
Q1 		$1.3M Sell
30,467
-1,432
-4% -$59.6K ﹤0.01% 1120
2023
Q4 		$1.37M Sell
31,899
-9,298
-23% -$360K ﹤0.01% 1033
2023
Q3 		$1.46M Buy
+41,197
New +$1.65M ﹤0.01% 969

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

Wealth Enhancement Advisory Services's NNN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its NNN REIT (NNN) stake by 149% in Q2 2026, buying an estimated $5.92M and bringing the position to 221,559 shares worth $9.25M. The position accounts for 0.02% of the portfolio, ranked #701.

Wealth Enhancement Advisory Services first reported a position in NNN in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.7M in Q4 2024. 602 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 221,559 shares of NNN REIT worth $9.25M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 132,511 NNN REIT shares in Q2 2026, an estimated $5.92M.
  • NNN REIT made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #701 holding.
  • Wealth Enhancement Advisory Services first reported a position in NNN REIT in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's NNN REIT position peaked at $15.7M in Q4 2024.
  • 602 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.