Creative Planning

Position in NNN — Nnn REIT, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in NNN

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$19,020,003

+$10,785,127 QoQ

Shares Held

452,534

+117.8% QoQ

Ownership

0.238%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.709780922538417.ToString("F0")% Shared 0.ToString("F0")% None 99.29021907746159.ToString("F0")%

Real Estate · as of Mar 31, 2026

Creative Planning holds $141,217,105 across 25 REIT - Retail names. NNN ranks #3 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	520,801	$31,862,605
2	SPG	Simon Property Group Inc.	121,649	$22,691,187
3	NNN	Nnn REIT, Inc. This page	452,534	$19,020,003
4	ADC	Agree Realty Corp	211,993	$15,980,031
5	REG	Regency Centers Corp	155,192	$11,741,826
6	FRT	Federal Realty Investment Trust	95,267	$10,118,308
7	KIM	Kimco Realty Corp	368,127	$8,271,813
8	BRX	Brixmor Property Group Inc.	231,237	$6,659,625

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$19,020,003	452,534	+117.8%	Shares	Defined	2026-05-12
2025-12-31	$8,234,876	207,794	+43.5%	Shares	Sole	2026-02-17
2025-09-30	$6,163,284	144,780	+160.6%	Shares	Sole	2025-11-14
2025-06-30	$2,398,735	55,552	-8.2%	Shares	Sole	2025-08-08
2025-03-31	$2,581,263	60,522	+9.5%	Shares	Sole	2025-05-15
2024-12-31	$2,257,084	55,253	+40.8%	Shares	Defined	2025-02-14
2024-09-30	$1,903,232	39,250	+14.2%	Shares	Defined	2024-10-11
2024-06-30	$1,463,818	34,362	-4.4%	Shares	Defined	2024-08-15
2024-03-31	$1,536,887	35,959	+6.9%	Shares	Defined	2024-05-13
2023-12-31	$1,450,056	33,644	+31.2%	Shares	Defined	2024-02-14
2023-09-30	$906,576	25,653	+25.2%	Shares	Defined	2023-11-16
2023-06-30	$876,938	20,494	+8.9%	Shares	Sole	2023-07-21
2023-03-31	$830,726	18,816	+6.1%	Shares	Sole	2023-05-15
2022-12-31	$811,736	17,739	-4.4%	Shares	Sole	2023-02-10
2022-09-30	$739,562	18,554	+10.3%	Shares	Sole	2022-11-03
2022-06-30	$723,561	16,827	-34.2%	Shares	Sole	2022-08-15
2022-03-31	$1,148,801	25,563	-1.1%	Shares	Sole	2022-05-16
2021-12-31	$1,242,321	25,844	-0.2%	Shares	Sole	2022-02-11
2021-09-30	$1,118,232	25,891	+58.5%	Shares	Sole	2021-11-10
2021-06-30	$765,691	16,333	-22.5%	Shares	Sole	2021-08-04
2021-03-31	$928,819	21,076	-13.2%	Shares	Sole	2021-04-30
2020-12-31	$993,783	24,286	-6.1%	Shares	Sole	2021-01-29
2020-09-30	$892,083	25,850	-44.3%	Shares	Sole	2020-11-05
2020-06-30	$1,647,691	46,440	+73.5%	Shares	Sole	2020-07-23
2020-03-31	$861,694	26,769	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.