Position in NNN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,939,009
+$516,642 QoQ
Shares Held
93,719
+8.5% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 25.777056946830417.ToString("F0")%
Shared 0.ToString("F0")%
None 74.22294305316957.ToString("F0")%
Common Shares in NNN Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $64,730,133 across 23 REIT - Retail names. NNN ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
142,412 | $26,564,110 | |
| 2 | O |
Realty Income Corp
|
144,870 | $8,863,146 | |
| 3 | FRT |
Federal Realty Investment Trust
|
68,563 | $7,282,076 | |
| 4 | REG |
Regency Centers Corp
|
74,798 | $5,659,216 | |
| 5 | NNN |
Nnn REIT, Inc.
This page
|
93,719 | $3,939,009 | |
| 6 | KIM |
Kimco Realty Corp
|
104,261 | $2,342,744 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
44,719 | $1,673,384 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
50,963 | $1,467,734 |
All Filings in NNN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,939,009 | 93,719 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,422,367 | 86,358 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,014,168 | 70,805 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $813,943 | 18,850 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $308,487 | 7,233 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $325,084 | 7,958 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,241,150 | 25,596 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $299,520 | 7,031 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $311,403 | 7,286 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $301,355 | 6,992 | Shares | Sole | 2024-02-15 | |
| 2023-06-30 | $207,231 | 4,843 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $202,295 | 4,582 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $217,176 | 4,746 | Shares | Sole | 2023-02-09 | |
| 2022-03-31 | $253,821 | 5,648 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $225,544 | 4,692 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||