Position in NNN
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$551,240
+$13,929 QoQ
Shares Held
11,847
-7.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#321
of 598 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NNN Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $10,049,373 across 10 REIT - Retail names. NNN ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
14,809 | $3,312,032 | |
| 2 | O |
Realty Income Corp
|
29,906 | $1,852,975 | |
| 3 | KIM |
Kimco Realty Corp
|
47,164 | $1,195,607 | |
| 4 | REG |
Regency Centers Corp
|
11,989 | $956,002 | |
| 5 | NNN |
Nnn REIT, Inc.
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|
11,847 | $551,240 | |
| 6 | CBL |
Cbl & Associates Properties Inc
|
10,155 | $539,128 | |
| 7 | ADC |
Agree Realty Corp
|
6,586 | $498,823 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
14,690 | $463,175 |
All Filings in NNN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $551,240 | 11,847 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $537,311 | 12,784 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $217,568 | 5,490 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||