Caldwell Trust Co

Bank

Position in NNN — Nnn REIT, Inc.

CIK 2080218 Venice, FL

Position in NNN

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$25,684

+$2,484 QoQ

Shares Held

552

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#504

of 598 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Caldwell Trust Co holds $2,665,245 across 6 REIT - Retail names. NNN ranks #4 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KIM	Kimco Realty Corp	93,977	$2,382,316
2	SPG	Simon Property Group Inc.	615	$137,544
3	O	Realty Income Corp	1,688	$104,588
4	NNN	Nnn REIT, Inc. This page	552	$25,684
5	ADC	Agree Realty Corp	150	$11,361
6	IVT	InvenTrust Properties Corp.	106	$3,752

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,684	552	0.0%	Shares	Sole	2026-08-03
2026-03-31	$23,200	552	0.0%	Shares	Sole	2026-04-22
2025-12-31	$21,875	552	0.0%	Shares	Sole	2026-01-30
2025-09-30	$23,498	552	0.0%	Shares	Sole	2025-10-23
2025-06-30	$23,835	552	-18.0%	Shares	Sole	2025-09-22
2025-03-31	$28,703	673	—	Shares	Sole	2025-09-23
No filing history on record for this holder in this stock.