Position in NNN
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$529,830
+$18,049 QoQ
Shares Held
12,606
-2.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 4.204347136284309.ToString("F0")%
Shared 0.ToString("F0")%
None 95.79565286371569.ToString("F0")%
Common Shares in NNN Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026NewEdge Advisors, LLC holds $24,974,174 across 13 REIT - Retail names. NNN ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
163,821 | $10,022,568 | |
| 2 | SPG |
Simon Property Group Inc.
|
32,802 | $6,118,557 | |
| 3 | SKT |
Tanger Inc.
|
118,911 | $4,040,595 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
57,636 | $2,156,739 | |
| 5 | KIM |
Kimco Realty Corp
|
35,827 | $805,032 | |
| 6 | FRT |
Federal Realty Investment Trust
|
5,912 | $627,913 | |
| 7 | NNN |
Nnn REIT, Inc.
This page
|
12,606 | $529,830 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
18,003 | $518,486 |
All Filings in NNN
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $529,830 | 12,606 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $511,781 | 12,914 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $507,476 | 11,921 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $301,353 | 6,979 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $314,159 | 7,366 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $91,463 | 2,239 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $332,592 | 6,859 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $89,289 | 2,096 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $78,641 | 1,840 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $83,958 | 1,948 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $64,036 | 1,812 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $77,535 | 1,812 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $79,999 | 1,812 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $143,457 | 3,135 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $302,138 | 7,580 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $350,837 | 8,159 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||