Ascentis Wealth Management, LLC

Position in NNN — Nnn REIT, Inc.

CIK 2032602 DALLAS, TX

Position in NNN

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$55,184

+$5,337 QoQ

Shares Held

1,186

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#486

of 598 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Ascentis Wealth Management, LLC holds $2,075,071 across 4 REIT - Retail names. NNN ranks #4 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	3,102	$693,744
2	O	Realty Income Corp	11,168	$691,938
3	FRT	Federal Realty Investment Trust	5,138	$634,205
4	NNN	Nnn REIT, Inc. This page	1,186	$55,184

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$55,184	1,186	0.0%	Shares	Sole	2026-07-30
2026-03-31	$49,847	1,186	0.0%	Shares	Sole	2026-04-28
2025-12-31	$47,001	1,186	0.0%	Shares	Sole	2026-01-14
2025-09-30	$50,488	1,186	—	Shares	Sole	2025-10-24
No filing history on record for this holder in this stock.