Position in NNN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$393,406
+$118,368 QoQ
Shares Held
8,455
+29.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#357
of 598 holders
Holding Since
Sep 2022
16 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, 2026EverSource Wealth Advisors, LLC holds $2,440,305 across 26 REIT - Retail names. NNN ranks #3 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
2,505 | $560,238 | |
| 2 | O |
Realty Income Corp
|
6,528 | $404,471 | |
| 3 | NNN |
Nnn REIT, Inc.
This page
|
8,455 | $393,406 | |
| 4 | FRT |
Federal Realty Investment Trust
|
2,623 | $323,779 | |
| 5 | KIM |
Kimco Realty Corp
|
4,800 | $121,676 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
2,587 | $91,577 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
1,802 | $74,997 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
2,238 | $70,561 |
All Filings in NNN
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,406 | 8,455 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $275,038 | 6,544 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $233,259 | 5,886 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $292,965 | 6,882 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $239,216 | 5,540 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $64,398 | 1,510 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $202,328 | 4,953 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $24,437 | 504 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $66,965 | 1,572 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $64,450 | 1,508 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $74,604 | 1,731 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,392 | 96 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $0 | 0 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $529 | 12 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,615 | 79 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,148 | 79 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||