Position in NNN
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$331,851
+$28,731 QoQ
Shares Held
7,132
-1.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#380
of 601 holders
Holding Since
Dec 2023
10 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, 2026Castle Rock Wealth Management, LLC holds $2,586,773 across 3 REIT - Retail names. NNN ranks #3 (12.8% of the industry book) .
All Filings in NNN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,851 | 7,132 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $303,120 | 7,212 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $285,811 | 7,212 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $299,309 | 7,031 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $257,648 | 6,041 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $245,222 | 6,003 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $291,085 | 6,003 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $248,017 | 5,822 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $250,328 | 5,857 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $243,256 | 5,644 | Shares | Sole | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||