Position in NNN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,257,054
+$114,637 QoQ
Shares Held
27,016
-0.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#235
of 598 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NNN Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $28,209,379 across 21 REIT - Retail names. NNN ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
247,873 | $15,358,211 | |
| 2 | SPG |
Simon Property Group Inc.
|
21,963 | $4,912,024 | |
| 3 | FRT |
Federal Realty Investment Trust
|
18,677 | $2,305,488 | |
| 4 | BRX |
Brixmor Property Group Inc.
|
53,679 | $1,692,498 | |
| 5 | NNN |
Nnn REIT, Inc.
This page
|
27,016 | $1,257,054 | |
| 6 | KIM |
Kimco Realty Corp
|
31,164 | $790,007 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
18,452 | $550,792 | |
| 8 | REG |
Regency Centers Corp
|
5,605 | $446,942 |
All Filings in NNN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,257,054 | 27,016 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,142,417 | 27,181 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,077,222 | 27,182 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,136,363 | 26,694 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $907,643 | 21,020 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $885,541 | 20,763 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $864,386 | 21,160 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $729,289 | 15,040 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $585,238 | 13,738 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $577,289 | 13,507 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $553,188 | 12,835 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $472,177 | 13,361 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $573,557 | 13,404 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $591,874 | 13,406 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $605,953 | 13,242 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $533,805 | 13,392 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $546,702 | 12,714 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,603,594 | 35,683 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,672,547 | 34,794 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,291,856 | 29,911 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $538,604 | 11,489 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $320,124 | 7,264 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $152,999 | 3,739 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $129,032 | 3,739 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $142,594 | 4,019 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $118,652 | 3,686 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||