Position in NNN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$259,776
+$140,663 QoQ
Shares Held
5,583
+97.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#416
of 601 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NNN Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026IFP Advisors, Inc holds $5,214,113 across 24 REIT - Retail names. NNN ranks #3 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
56,729 | $3,514,928 | |
| 2 | SPG |
Simon Property Group Inc.
|
3,512 | $785,458 | |
| 3 | NNN |
Nnn REIT, Inc.
This page
|
5,583 | $259,776 | |
| 4 | FRT |
Federal Realty Investment Trust
|
1,516 | $187,135 | |
| 5 | IVT |
InvenTrust Properties Corp.
|
4,587 | $162,379 | |
| 6 | SKT |
Tanger Inc.
|
1,628 | $64,257 | |
| 7 | KIM |
Kimco Realty Corp
|
1,738 | $44,058 | |
| 8 | ADC |
Agree Realty Corp
|
393 | $29,765 |
All Filings in NNN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,776 | 5,583 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $119,113 | 2,834 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $124,438 | 3,140 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $75,817 | 1,781 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $57,688 | 1,336 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $138,015 | 3,236 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $183,579 | 4,494 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $223,247 | 4,604 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $260,797 | 6,122 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $307,129 | 7,186 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $286,442 | 6,646 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $326,435 | 9,237 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $383,184 | 8,955 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $418,542 | 9,480 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $609 | 19,110 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $745,182 | 18,695 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $795,285 | 18,495 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $581,209 | 12,933 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $401,288 | 8,348 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $316,841 | 7,336 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $323,284 | 6,896 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $307,035 | 6,967 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $342,991 | 8,382 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $318,768 | 9,237 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $321,555 | 9,063 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $299,688 | 9,310 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||