LPL Financial LLC

Position in NNN — Nnn REIT, Inc.

CIK 1403438 FORT MILL, SC

Position in NNN

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$9,711,241

+$1,022,800 QoQ

Shares Held

231,055

+5.4% QoQ

Ownership

0.122%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 2.7106100279154317.ToString("F0")% Shared 0.ToString("F0")% None 97.28938997208458.ToString("F0")%

Real Estate · as of Mar 31, 2026

LPL Financial LLC holds $321,080,979 across 20 REIT - Retail names. NNN ranks #5 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	2,452,994	$150,074,172
2	SPG	Simon Property Group Inc.	316,219	$58,984,330
3	KIM	Kimco Realty Corp	1,422,334	$31,959,844
4	PECO	Phillips Edison & Company, Inc.	345,513	$12,929,096
5	NNN	Nnn REIT, Inc. This page	231,055	$9,711,241
6	MAC	Macerich Co	499,358	$9,437,866
7	FRT	Federal Realty Investment Trust	77,534	$8,234,886
8	REG	Regency Centers Corp	107,237	$8,113,551

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,711,241	231,055	+5.4%	Shares	Sole	2026-05-06
2025-12-31	$8,688,441	219,239	+0.3%	Shares	Sole	2026-02-11
2025-09-30	$9,301,374	218,496	-3.9%	Shares	Sole	2025-11-12
2025-06-30	$9,817,491	227,362	-2.5%	Shares	Sole	2025-08-12
2025-03-31	$9,947,941	233,246	-7.0%	Shares	Sole	2025-05-07
2024-12-31	$10,250,490	250,930	+0.3%	Shares	Sole	2025-02-11
2024-09-30	$12,126,427	250,081	+2.0%	Shares	Sole	2024-11-08
2024-06-30	$10,443,006	245,141	-0.0%	Shares	Sole	2024-08-07
2024-03-31	$10,478,181	245,161	+13.9%	Shares	Sole	2024-05-10
2023-12-31	$9,275,033	215,198	-13.0%	Shares	Sole	2024-02-14
2023-09-30	$8,739,087	247,286	+9.2%	Shares	Sole	2023-11-13
2023-06-30	$9,690,095	226,457	+1.2%	Shares	Sole	2023-07-31
2023-03-31	$9,882,800	223,846	-0.4%	Shares	Sole	2023-05-10
2022-12-31	$10,279,572	224,641	-1.5%	Shares	Sole	2023-02-07
2022-09-30	$9,093,461	228,135	+2.7%	Shares	Sole	2022-11-14
2022-06-30	$9,554,428	222,196	+31.2%	Shares	Sole	2022-08-12
2022-03-31	$7,611,757	169,376	+4.0%	Shares	Sole	2022-05-16
2021-12-31	$7,829,112	162,869	+4.9%	Shares	Sole	2022-02-14
2021-09-30	$6,706,802	155,286	+2.6%	Shares	Sole	2021-11-15
2021-06-30	$7,098,382	151,416	-0.4%	Shares	Sole	2021-08-13
2021-03-31	$6,697,097	151,965	+6.8%	Shares	Sole	2021-05-14
2020-12-31	$5,822,056	142,279	+301.9%	Shares	Sole	2021-02-12
2020-09-30	$1,221,792	35,404	+20.3%	Shares	Sole	2020-11-09
2020-06-30	$1,044,460	29,438	-38.8%	Shares	Sole	2020-08-13
2020-03-31	$1,549,014	48,121	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.