Position in NNN
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$1,051,044
+$57,283 QoQ
Shares Held
25,007
-0.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
11 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NNN Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $5,395,387 across 7 REIT - Retail names. NNN ranks #2 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
10,164 | $1,895,890 | |
| 2 | NNN |
Nnn REIT, Inc.
This page
|
25,007 | $1,051,044 | |
| 3 | O |
Realty Income Corp
|
13,048 | $798,276 | |
| 4 | FRT |
Federal Realty Investment Trust
|
6,708 | $712,456 | |
| 5 | KIM |
Kimco Realty Corp
|
16,730 | $375,923 | |
| 6 | PINE |
Alpine Income Property Trust, Inc.
|
15,731 | $283,158 | |
| 7 | BRX |
Brixmor Property Group Inc.
|
9,675 | $278,640 |
All Filings in NNN
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,051,044 | 25,007 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $993,761 | 25,076 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,064,335 | 25,002 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,078,722 | 24,982 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,091,925 | 25,602 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $958,872 | 23,473 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,142,569 | 23,563 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,014,646 | 23,818 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,027,597 | 24,043 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $993,196 | 23,044 | Shares | Sole | 2024-01-11 | |
| 2020-09-30 | $3,451 | 100 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||