NNN — NNN REIT INC

Ownership history in EVOKE WEALTH, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which EVOKE WEALTH, LLC reported a position in NNN REIT INC (NNN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.05% (2023 Q4)
Avg. % of fund
0.03%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,852 -49,018 -91.0% 0.00% $207K $41.34
2023 Q4 INITIATED 53,870 — — 0.05% $2.3M —
% of Fund (quarterly)    NNN price (monthly, adj. close)

Other funds also holding NNN

As of 2025 Q4 — sorted by position size

RUSH ISLAND MANAGEMENT, LP 3Y 7Y 9.49% BERNZOTT CAPITAL ADVISORS 3Y 7Y 2.58% Weaver C. Barksdale & Associates, Inc. 3Y 7Y 1.62% Virtue Capital Management, LLC 3Y 7Y 1.58% Verity & Verity, LLC 3Y 7Y 1.42% EQUITY INVESTMENT CORP 3Y 7Y 1.24% Mondrian Investment Partners LTD 3Y 7Y 1.17% Values First Advisors, Inc. 3Y 1.17% LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 3Y 7Y 0.96% Sound Income Strategies, LLC 3Y 7Y 0.95%
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