OneDigital Investment Advisors LLC

Position in NNN — Nnn REIT, Inc.

CIK 1690370 OVERLAND PARK, KS

Position in NNN

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$209,012

+$2,718 QoQ

Shares Held

4,492

-7.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#449

of 598 holders

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $6,744,661 across 5 REIT - Retail names. NNN ranks #5 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	83,518	$5,174,775
2	SPG	Simon Property Group Inc.	2,710	$606,091
3	PECO	Phillips Edison & Company, Inc.	12,683	$527,866
4	ADC	Agree Realty Corp	2,996	$226,917
5	NNN	Nnn REIT, Inc. This page	4,492	$209,012

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$209,012	4,492	-7.3%	Shares	Sole	2026-08-07
2025-09-30	$206,294	4,846	+0.4%	Shares	Sole	2025-11-10
2025-03-31	$205,914	4,828	-6.4%	Shares	Sole	2025-04-29
2024-09-30	$250,111	5,158	+4.1%	Shares	Sole	2024-11-06
2024-06-30	$211,040	4,954	-41.5%	Shares	Sole	2024-08-02
2023-12-31	$364,927	8,467	+45.3%	Shares	Sole	2024-02-13
2023-09-30	$205,996	5,829	-15.2%	Shares	Sole	2023-11-14
2023-06-30	$294,224	6,876	+2.3%	Shares	Sole	2023-08-07
2023-03-31	$296,776	6,722	+2.2%	Shares	Sole	2023-05-10
2022-12-31	$300,963	6,577	-0.2%	Shares	Sole	2023-02-02
2022-09-30	$262,717	6,591	-1.4%	Shares	Sole	2022-11-08
2022-06-30	$287,369	6,683	+0.8%	Shares	Sole	2022-08-08
2022-03-31	$297,997	6,631	—	Shares	Sole	2022-05-05
No filing history on record for this holder in this stock.