Western Pacific Wealth Management’s NNN REIT NNN Stock Holding History

Western Pacific Wealth Management’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	$21.2K	Hold	505	–	–	0.02%	142
2025 Q4	$20K	Hold	505	–	–	0.02%	133
2025 Q3	$21.5K	Hold	505	–	–	0.02%	151
2025 Q2	$21.8K	Hold	505	–	–	0.02%	154
2025 Q1	$21.5K	Hold	505	–	–	0.02%	147
2024 Q4	$20.6K	Hold	505	–	–	0.02%	154
2024 Q3	$24.5K	Hold	505	–	–	0.02%	184
2024 Q2	$21.5K	Hold	505	–	–	0.02%	167
2024 Q1	$21.6K	Hold	505	–	–	0.02%	172
2023 Q4	$21.8K	Hold	505	–	–	0.02%	174
2023 Q3	$17.8K	Hold	505	–	–	0.01%	183
2023 Q2	$21.6K	Hold	505	–	–	0.02%	183
2023 Q1	$22.3K	Hold	505	–	–	0.02%	180
2022 Q4	$23.1K	Hold	505	–	–	0.02%	171
2022 Q3	$20K	Hold	505	–	–	0.02%	168
2022 Q2	$21K	Hold	505	–	–	0.02%	121
2022 Q1	$22K	Hold	505	–	–	0.02%	139
2021 Q4	$24K	Buy	+505	New	+$23.2K	0.02%	145

Other funds holding NNN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

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

Western Pacific Wealth Management's NNN Position: Q1 2026 in Review

Western Pacific Wealth Management held its NNN REIT (NNN) position steady in Q1 2026 at 505 shares worth $21.2K. The position accounts for 0.02% of the portfolio, ranked #142.

Western Pacific Wealth Management first reported a position in NNN in Q4 2021 and has held it in 18 quarters since. The position peaked at $24.5K in Q3 2024. 539 funds tracked by Wall St. Rank hold NNN as of Q1 2026.

Western Pacific Wealth Management held 505 shares of NNN REIT worth $21.2K as of Q1 2026.
Western Pacific Wealth Management left its NNN REIT share count unchanged in Q1 2026.
NNN REIT made up 0.02% of Western Pacific Wealth Management's portfolio in Q1 2026, its #142 holding.
Western Pacific Wealth Management first reported a position in NNN REIT in Q4 2021 and has held it in 18 quarters since.
Western Pacific Wealth Management's NNN REIT position peaked at $24.5K in Q3 2024.
539 funds tracked by Wall St. Rank held NNN REIT as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.