Position in NNN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$88,407
+$21,159 QoQ
Shares Held
1,900
+18.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#478
of 601 holders
Holding Since
Dec 2023
11 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, 2026Heritage Wealth Advisors holds $291,830 across 6 REIT - Retail names. NNN ranks #1 (30.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
This page
|
1,900 | $88,407 | |
| 2 | O |
Realty Income Corp
|
1,083 | $67,102 | |
| 3 | EPRT |
Essential Properties Realty Trust, Inc.
|
1,750 | $52,237 | |
| 4 | IVT |
InvenTrust Properties Corp.
|
1,250 | $44,250 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
1,000 | $31,530 | |
| 6 | PINE |
Alpine Income Property Trust, Inc.
|
400 | $8,304 |
All Filings in NNN
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,407 | 1,900 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $67,248 | 1,600 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $63,408 | 1,600 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $68,112 | 1,600 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $69,088 | 1,600 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $68,240 | 1,600 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $65,360 | 1,600 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $77,584 | 1,600 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $68,160 | 1,600 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $68,384 | 1,600 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $68,960 | 1,600 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||