Wealthspire Advisors (New York)’s NNN REIT NNN Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q4	–	Sell	-2,569	Closed	-$109K	–	2233
2025 Q3	$109K	Buy	+2,569	New	+$109K	﹤0.01%	986
2023 Q2	–	Sell	-5,205	Closed	-$230K	–	571
2023 Q1	$230K	Sell	5,205 -809	-13%	-$36.8K	﹤0.01%	485
2022 Q4	$275K	Buy	+6,014	New	+$262K	0.01%	473
2022 Q3	–	Sell	-5,000	Closed	-$215K	–	538
2022 Q2	$215K	Hold	5,000	–	–	﹤0.01%	461
2022 Q1	$225K	Buy	+5,000	New	+$220K	0.01%	398
2019 Q1	–	Sell	-400	Closed	-$19K	–	544
2018 Q4	$19K	Buy	+400	New	+$19.1K	﹤0.01%	353

Other funds holding NNN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wealthspire Advisors (New York)'s NNN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of NNN REIT (NNN) in Q4 2025, closing a stake of 2,569 shares — an estimated $109K sold.

Wealthspire Advisors (New York) first reported a position in NNN in Q4 2018 and held it in 6 quarters. The position peaked at $275K in Q4 2022. 520 funds tracked by Wall St. Rank hold NNN as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining NNN REIT position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 2,569 NNN REIT shares in Q4 2025, an estimated $109K.
Wealthspire Advisors (New York) first reported a position in NNN REIT in Q4 2018 and held it in 6 quarters.
Wealthspire Advisors (New York)'s NNN REIT position peaked at $275K in Q4 2022.
520 funds tracked by Wall St. Rank held NNN REIT as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.