Position in NNN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$610,706
+$210,875 QoQ
Shares Held
13,125
+38.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#306
of 598 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NNN Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026NewEdge Wealth, LLC holds $5,745,257 across 8 REIT - Retail names. NNN ranks #5 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
6,562 | $1,467,591 | |
| 2 | O |
Realty Income Corp
|
17,563 | $1,088,203 | |
| 3 | FRT |
Federal Realty Investment Trust
|
7,960 | $982,582 | |
| 4 | KIM |
Kimco Realty Corp
|
26,717 | $677,275 | |
| 5 | NNN |
Nnn REIT, Inc.
This page
|
13,125 | $610,706 | |
| 6 | KRG |
Kite Realty Group Trust
|
12,962 | $367,861 | |
| 7 | ADC |
Agree Realty Corp
|
4,242 | $321,289 | |
| 8 | GTY |
Getty Realty Corp /Md/
|
6,887 | $229,750 |
All Filings in NNN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $610,706 | 13,125 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $399,831 | 9,513 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $339,232 | 8,560 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $335,281 | 7,876 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||