Position in NNN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$781,704
+$151,651 QoQ
Shares Held
16,800
+13.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#285
of 598 holders
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in NNN Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Lido Advisors, LLC holds $15,497,501 across 8 REIT - Retail names. NNN ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
117,206 | $7,262,081 | |
| 2 | SPG |
Simon Property Group Inc.
|
17,334 | $3,876,748 | |
| 3 | FRT |
Federal Realty Investment Trust
|
14,521 | $1,792,472 | |
| 4 | SKT |
Tanger Inc.
|
19,987 | $788,885 | |
| 5 | NNN |
Nnn REIT, Inc.
This page
|
16,800 | $781,704 | |
| 6 | KIM |
Kimco Realty Corp
|
15,533 | $393,761 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
12,421 | $370,765 | |
| 8 | REG |
Regency Centers Corp
|
2,898 | $231,085 |
All Filings in NNN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $781,704 | 16,800 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $630,053 | 14,790 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $704,183 | 16,476 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,070,086 | 24,828 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,441,377 | 40,786 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,539,498 | 35,978 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,191,341 | 49,634 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,658,479 | 36,243 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,057,445 | 26,529 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $728,076 | 16,932 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $343,701 | 7,648 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||