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 Q2	–	Sell	-505	Closed	-$21.2K	–	195
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Western Pacific Wealth Management's NNN Position: Q2 2026 in Review

Western Pacific Wealth Management sold out of NNN REIT (NNN) in Q2 2026, closing a stake of 505 shares — an estimated $21.2K sold.

Western Pacific Wealth Management first reported a position in NNN in Q4 2021 and held it in 18 quarters. The position peaked at $24.5K in Q3 2024. 602 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

Western Pacific Wealth Management reported no remaining NNN REIT position as of Q2 2026 after selling out during the quarter.
Western Pacific Wealth Management sold 505 NNN REIT shares in Q2 2026, an estimated $21.2K.
Western Pacific Wealth Management first reported a position in NNN REIT in Q4 2021 and held it in 18 quarters.
Western Pacific Wealth Management's NNN REIT position peaked at $24.5K in Q3 2024.
602 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.