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Wiser Advisor Group’s NNN REIT NNN Stock Holding History

Wiser Advisor Group’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 		$21.5K Hold
462
– – 0.02% 133
2026
Q1 		$19.4K Hold
462
– – 0.02% 134
2025
Q4 		$18.3K Hold
462
– – 0.02% 143
2025
Q3 		$19.7K Buy
+462
New +$19.6K 0.02% 142
2025
Q2 		– Sell
-462
Closed -$19.7K – 183
2025
Q1 		$19.7K Hold
462
– – 0.03% 147
2024
Q4 		$18.9K Hold
462
– – 0.03% 151
2024
Q3 		$22.4K Hold
462
– – 0.03% 145
2024
Q2 		$19.7K Hold
462
– – 0.03% 150
2024
Q1 		$19.7K Hold
462
– – 0.03% 149
2023
Q4 		$19.9K Buy
+462
New +$17.9K 0.03% 149

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

Wiser Advisor Group's NNN Position: Q2 2026 in Review

Wiser Advisor Group held its NNN REIT (NNN) position steady in Q2 2026 at 462 shares worth $21.5K. The position accounts for 0.02% of the portfolio, ranked #133.

Wiser Advisor Group first reported a position in NNN in Q4 2023 and has held it in 10 quarters since. The position peaked at $22.4K in Q3 2024. 602 funds tracked by Wall St. Rank hold NNN as of Q2 2026.

  • Wiser Advisor Group held 462 shares of NNN REIT worth $21.5K as of Q2 2026.
  • Wiser Advisor Group left its NNN REIT share count unchanged in Q2 2026.
  • NNN REIT made up 0.02% of Wiser Advisor Group's portfolio in Q2 2026, its #133 holding.
  • Wiser Advisor Group first reported a position in NNN REIT in Q4 2023 and has held it in 10 quarters since.
  • Wiser Advisor Group's NNN REIT position peaked at $22.4K in Q3 2024.
  • 602 funds tracked by Wall St. Rank held NNN REIT as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.