Position in NNN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$856,697
+$88,430 QoQ
Shares Held
20,383
+5.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in NNN Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026EP Wealth Advisors, LLC holds $7,212,296 across 11 REIT - Retail names. NNN ranks #2 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
52,729 | $3,225,960 | |
| 2 | NNN |
Nnn REIT, Inc.
This page
|
20,383 | $856,697 | |
| 3 | WSR |
Whitestone REIT
|
43,897 | $708,936 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
11,177 | $418,243 | |
| 5 | SPG |
Simon Property Group Inc.
|
1,884 | $351,422 | |
| 6 | ADC |
Agree Realty Corp
|
4,510 | $339,963 | |
| 7 | REG |
Regency Centers Corp
|
4,436 | $335,627 | |
| 8 | KRG |
Kite Realty Group Trust
|
10,410 | $255,565 |
All Filings in NNN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $856,697 | 20,383 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $768,267 | 19,386 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $605,469 | 14,022 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $557,904 | 13,081 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $548,411 | 13,425 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $627,993 | 12,951 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||