Position in NNN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$265,034
+$32,314 QoQ
Shares Held
5,696
+2.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#409
of 598 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in NNN Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Perigon Wealth Management, LLC holds $5,410,582 across 6 REIT - Retail names. NNN ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
8,223 | $1,839,073 | |
| 2 | BRX |
Brixmor Property Group Inc.
|
46,090 | $1,453,217 | |
| 3 | O |
Realty Income Corp
|
19,371 | $1,200,227 | |
| 4 | IVT |
InvenTrust Properties Corp.
|
9,968 | $352,867 | |
| 5 | MAC |
Macerich Co
|
11,916 | $300,164 | |
| 6 | NNN |
Nnn REIT, Inc.
This page
|
5,696 | $265,034 |
All Filings in NNN
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,034 | 5,696 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $232,720 | 5,537 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $280,382 | 7,075 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $281,004 | 6,601 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||