Position in NNN
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$783,859
+$154,495 QoQ
Shares Held
18,650
+17.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 98.76139410187668.ToString("F0")%
Shared 0.ToString("F0")%
None 1.2386058981233243.ToString("F0")%
Common Shares in NNN Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Ethic Inc. holds $23,485,514 across 11 REIT - Retail names. NNN ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
56,328 | $10,506,861 | |
| 2 | O |
Realty Income Corp
|
110,148 | $6,738,854 | |
| 3 | ADC |
Agree Realty Corp
|
18,450 | $1,390,761 | |
| 4 | REG |
Regency Centers Corp
|
17,591 | $1,330,935 | |
| 5 | KIM |
Kimco Realty Corp
|
55,605 | $1,249,444 | |
| 6 | NNN |
Nnn REIT, Inc.
This page
|
18,650 | $783,859 | |
| 7 | FRT |
Federal Realty Investment Trust
|
3,976 | $422,290 | |
| 8 | CBL |
Cbl & Associates Properties Inc
|
9,257 | $355,746 |
All Filings in NNN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $783,859 | 18,650 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $629,364 | 15,881 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $655,492 | 15,398 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $381,840 | 8,843 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $458,316 | 10,746 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $658,175 | 16,112 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $808,182 | 16,667 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $652,717 | 15,322 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $712,347 | 16,667 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $697,099 | 16,174 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $761,533 | 17,797 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,005,869 | 22,783 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,128,624 | 24,664 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $799,711 | 20,063 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $784,793 | 18,251 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $519,955 | 11,570 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||