Morey & Quinn Wealth Partners, LLC NNN — NNN REIT INC

Ownership history in Morey & Quinn Wealth Partners, LLC  ·  7 quarters on record

AI Ownership Summary

Morey & Quinn Wealth Partners, LLC reported NNN REIT INC (NNN) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.81% in 2025 Q1. The latest visible filing shows NNN at 0.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NNN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Morey & Quinn Wealth Partners, LLC's position in NNN REIT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NNN was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.81% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NNN stock page Morey & Quinn Wealth Partners, LLC fund profile Morey & Quinn Wealth Partners, LLC full holdings
How Morey & Quinn Wealth Partners, LLC held NNN — position size vs. price
% of Fund (quarterly)    NNN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 17,781 -4,320 -19.5% 0.53% $827K 2026-07-27 $49.21
2026 Q1 REDUCED — — — 22,101 -119 -0.5% 0.66% $929K 2026-04-22 $43.02
2025 Q4 UNCHANGED — — — 22,220 — 0% 0.63% $881K 2026-01-27 $40.99
2025 Q3 UNCHANGED — — — 22,220 — 0% 0.70% $946K 2025-10-28 $39.83
2025 Q2 REDUCED — — — 22,220 -825 -3.6% 0.77% $959K 2025-07-23 $40.77
2025 Q1 UNCHANGED — — — 23,045 — 0% 0.81% $983K 2025-04-17 $38.75
2024 Q4 INITIATED — — — 23,045 — — 0.80% $941K 2025-02-12 $36.94

🏢 Other funds also holding NNN

As of 2026 Q2 — sorted by position size

BERNZOTT CAPITAL ADVISORS 3Y 7Y 2.25% Pensionfund Sabic 3Y 7Y 1.33% Pensionfund PDN 3Y 7Y 1.31% MFG WEALTH MANAGEMENT, INC. 1.11% Sound Income Strategies, LLC 3Y 7Y 1.03% Red Spruce Capital, LLC 3Y 0.85% TECTONIC ADVISORS LLC 3Y 0.85% Arbejdsmarkedets Tillaegspension 0.64% Collar Capital Management, LLC 0.62% Murphy, Middleton, Hinkle & Parker, Inc. 3Y 7Y 0.54%

FAQ About Morey & Quinn Wealth Partners, LLC and NNN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Morey & Quinn Wealth Partners, LLC reported owning NNN?

Morey & Quinn Wealth Partners, LLC reported NNN across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported NNN position in Morey & Quinn Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for NNN was 0.81% in 2025 Q1.

What is the latest reported NNN position on this page?

The most recent filing on this page is 2026 Q2, when Morey & Quinn Wealth Partners, LLC reported 17,781 shares, equal to 0.53% of portfolio, with an estimated market value of $827K.

What does the chart on this NNN ownership page compare?

The chart compares Morey & Quinn Wealth Partners, LLC's quarterly NNN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Morey & Quinn Wealth Partners, LLC time their NNN position?

Based on 13F filing dates vs. subsequent NNN price moves, Morey & Quinn Wealth Partners, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on NNN relative to SPY over the holding period was +5.0%.

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