Position in NNN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$455,854
+$87,756 QoQ
Shares Held
9,797
+11.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#343
of 598 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in NNN Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $2,914,312 across 4 REIT - Retail names. NNN ranks #3 (15.6% of the industry book) .
All Filings in NNN
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $455,854 | 9,797 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $368,098 | 8,758 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $274,120 | 6,917 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||