Position in NNN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,443
+$333 QoQ
Shares Held
74
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#563
of 601 holders
Holding Since
Mar 2021
11 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, 2026Strategic Wealth Partners, Ltd. holds $297,291 across 7 REIT - Retail names. NNN ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
2,307 | $142,941 | |
| 2 | IVT |
InvenTrust Properties Corp.
|
2,760 | $97,704 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
|
591 | $24,597 | |
| 4 | KRG |
Kite Realty Group Trust
|
781 | $22,164 | |
| 5 | SPG |
Simon Property Group Inc.
|
20 | $4,473 | |
| 6 | NNN |
Nnn REIT, Inc.
This page
|
74 | $3,443 | |
| 7 | ADC |
Agree Realty Corp
|
26 | $1,969 |
All Filings in NNN
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,443 | 74 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,110 | 74 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,932 | 74 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $3,150 | 74 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,195 | 74 | Shares | Sole | 2025-08-11 | |
| 2022-06-30 | $1,203,484 | 27,988 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $1,144,082 | 25,458 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $1,000,625 | 20,816 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $879,002 | 20,352 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $725,702 | 15,480 | Shares | Sole | 2021-08-25 | |
| 2021-03-31 | $682,864 | 15,495 | Shares | Sole | 2021-05-24 | |
| No filing history on record for this holder in this stock. | ||||||