Position in NNN
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$244,614
+$243,103 QoQ
Shares Held
5,820
+16528.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
5 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 Mar 31, 2026Arkadios Wealth Advisors holds $8,386,986 across 6 REIT - Retail names. NNN ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
47,227 | $2,889,347 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
|
74,203 | $2,776,676 | |
| 3 | SPG |
Simon Property Group Inc.
|
6,908 | $1,288,548 | |
| 4 | KIM |
Kimco Realty Corp
|
32,881 | $738,835 | |
| 5 | REG |
Regency Centers Corp
|
5,934 | $448,966 | |
| 6 | NNN |
Nnn REIT, Inc.
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|
5,820 | $244,614 |
All Filings in NNN
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $244,614 | 5,820 | Shares | Sole | 2026-05-18 | |
| 2021-09-30 | $1,511 | 35 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,640 | 35 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,542 | 35 | Shares | Sole | 2021-04-26 | |
| 2020-03-31 | $1,448 | 45 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||