Position in NNN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$389,874
+$387,437 QoQ
Shares Held
8,379
+14346.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#362
of 598 holders
Holding Since
Mar 2020
10 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, 2026Clearstead Advisors, LLC holds $4,107,768 across 26 REIT - Retail names. NNN ranks #3 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
8,698 | $1,945,307 | |
| 2 | O |
Realty Income Corp
|
23,281 | $1,442,490 | |
| 3 | NNN |
Nnn REIT, Inc.
This page
|
8,379 | $389,874 | |
| 4 | FCPT |
Four Corners Property Trust, Inc.
|
3,776 | $92,700 | |
| 5 | REG |
Regency Centers Corp
|
729 | $58,130 | |
| 6 | FRT |
Federal Realty Investment Trust
|
400 | $49,376 | |
| 7 | KIM |
Kimco Realty Corp
|
1,474 | $37,365 | |
| 8 | PECO |
Phillips Edison & Company, Inc.
|
737 | $30,673 |
All Filings in NNN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,874 | 8,379 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,437 | 58 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $31,941 | 806 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $121,154 | 2,846 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $69,519 | 1,610 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,113 | 73 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $969 | 20 | Shares | Sole | 2024-11-13 | |
| 2022-03-31 | $2,336 | 52 | Shares | Sole | 2022-05-04 | |
| 2020-06-30 | $40,802 | 1,150 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $37,018 | 1,150 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||