Position in NNN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$112,556
+$15,972 QoQ
Shares Held
2,419
+5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#468
of 598 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in NNN Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Spire Wealth Management holds $3,341,649 across 17 REIT - Retail names. NNN ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
8,188 | $1,831,246 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
|
9,971 | $414,993 | |
| 3 | ADC |
Agree Realty Corp
|
5,390 | $408,238 | |
| 4 | O |
Realty Income Corp
|
5,423 | $336,009 | |
| 5 | NNN |
Nnn REIT, Inc.
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|
2,419 | $112,556 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
3,115 | $110,271 | |
| 7 | KRG |
Kite Realty Group Trust
|
1,035 | $29,373 | |
| 8 | REG |
Regency Centers Corp
|
350 | $27,909 |
All Filings in NNN
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,556 | 2,419 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $96,584 | 2,298 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $52,430 | 1,323 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $56,320 | 1,323 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $59,156 | 1,370 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $60,563 | 1,420 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $63,113 | 1,545 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $74,917 | 1,545 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $67,180 | 1,577 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $95,994 | 2,246 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $96,716 | 2,244 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $78,702 | 2,227 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $95,293 | 2,227 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $107,152 | 2,427 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $78,707 | 1,720 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $67,562 | 1,695 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $133,988 | 3,116 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $157,110 | 3,496 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $181,031 | 3,766 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $150,992 | 3,496 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $153,344 | 3,271 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $183,198 | 4,157 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||