NNN REIT, Inc.
NNN- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000751364
No open-market purchases or sales by NNN REIT, Inc. insiders were filed in the last 90 days; 605 institutions reported holding it in 13F filings for Q2 2026, worth $8.89B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in NNN REIT, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 403
- +27 vs. Q1 2021
- Shares held
- 156.0M
- +241.1K (+0.2%) vs. Q1 2021
- Total value
- $7.31B
- +$448.5M (+6.5%) vs. Q1 2021
- New holders
- 58
- 143 more added
- Sold out
- 31
- 128 more reduced
3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NNN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 605 | $8.89B |
| Q1 2026 | 545 | $7.51B |
| Q4 2025 | 523 | $6.94B |
| Q3 2025 | 507 | $7.22B |
| Q2 2025 | 483 | $7.25B |
| Q1 2025 | 482 | $7.26B |
| Q4 2024 | 489 | $7.04B |
| Q3 2024 | 499 | $8.21B |
| Q2 2024 | 458 | $7.06B |
| Q1 2024 | 448 | $7.05B |
| Q4 2023 | 444 | $7.07B |
| Q3 2023 | 408 | $5.71B |
| Q2 2023 | 432 | $6.98B |
| Q1 2023 | 432 | $7.15B |
| Q4 2022 | 430 | $7.45B |
| Q3 2022 | 413 | $6.33B |
| Q2 2022 | 418 | $6.62B |
| Q1 2022 | 406 | $7.16B |
| Q4 2021 | 420 | $7.46B |
| Q3 2021 | 404 | $6.53B |
| Q2 2021 | 403 | $7.31B |
| Q1 2021 | 379 | $6.87B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding NNN REIT, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Carroll Financial Associates, Inc. | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 10 | $474 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 53 | $2.00K | 0.00% | −90−62.9% | Reduced |
| Reilly Financial Advisors, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 51 | $2.00K | 0.00% | +51 | New |
| Firestone Capital Management | 57 | $3.00K | 0.00% | −469−89.2% | Reduced |
| Washington Trust Co | 61 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 67 | $3.13K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 84 | $3.94K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 85 | $3.98K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 89 | $4.00K | 0.00% | −472−84.1% | Reduced |
| Massmutual Trust Co FSB | 95 | $4.00K | 0.00% | −10−9.5% | Reduced |
| Tarbox Family Office, Inc. | 81 | $4.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 89 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | – | $4.00K | 0.00% | – | – |
| Enterprise Financial Services Corp | 98 | $5.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 111 | $5.00K | 0.00% | +13+13.3% | Added |
| Avion Wealth | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 102 | $5.00K | 0.00% | +102 | New |
| Glen Eagle Advisors, LLC | 110 | $5.16K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 140 | $7.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 177 | $8.00K | 0.00% | −49−21.7% | Reduced |
| Pacitti Group Inc. | – | $8.00K | 0.00% | – | – |
| Sonora Investment Management, LLC | 170 | $8.00K | 0.00% | +170 | New |
| Smithfield Trust Co | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 220 | $10.0K | 0.00% | +160+266.7% | Added |
| Bogart Wealth, LLC | 244 | $11.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 247 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ade, LLC | 254 | $12.0K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 255 | $12.0K | 0.01% | +105+70.0% | Added |
| Johnson Midwest Financial, LLC | 275 | $13.0K | 0.01% | +1+0.4% | Added |
| Lindbrook Capital, LLC | 271 | $13.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 300 | $14.0K | 0.00% | −131−30.4% | Reduced |
| Bessemer Group Inc | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 379 | $18.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 405 | $19.0K | 0.00% | +16+4.1% | Added |
| Pinnacle Bancorp, Inc. | 441 | $21.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 460 | $22.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 469 | $22.0K | 0.01% | +469 | New |
| Salem Investment Counselors Inc | 500 | $23.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $23.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 500 | $23.0K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 481 | $23.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 600 | $28.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 605 | $28.0K | 0.00% | +605 | New |
| FourThought Financial, LLC | 680 | $31.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 680 | $32.0K | 0.01% | −225−24.9% | Reduced |
| Cutler Group LP | 700 | $32.0K | 0.00% | +700 | New |
| Newbridge Financial Services Group, Inc. | 705 | $33.0K | 0.02% | +3+0.4% | Added |
| Stonebridge Financial Planning Group, LLC | 700 | $34.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 740 | $35.0K | 0.00% | −215−22.5% | Reduced |
| Fifth Third Bancorp | 790 | $37.0K | 0.00% | +28+3.7% | Added |
| Pinnacle Financial Partners Inc | 785 | $37.0K | 0.00% | +785 | New |
| Pinnacle Wealth Advisors | 785 | $37.0K | 0.00% | +785 | New |
| Versant Capital Management, Inc | 800 | $38.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 822 | $39.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 800 | $39.0K | 0.02% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 975 | $46.0K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Services LLC | 1,000 | $47.0K | 0.02% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 1,000 | $47.0K | 0.02% | +1,000 | New |
| Lazard Asset Management LLC | 1,130 | $52.0K | 0.00% | +100+9.7% | Added |
| Whittier Trust Co | 1,174 | $55.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,169 | $55.0K | 0.02% | +244+26.4% | Added |
| BerganKDV Wealth Management, LLC | 1,277 | $60.0K | 0.01% | +2+0.2% | Added |
| WealthShield Partners, LLC | 1,373 | $64.0K | 0.01% | +1,145+502.2% | Added |
| Financial Management Professionals, Inc. | 1,603 | $75.0K | 0.02% | +26+1.6% | Added |
| Jones Financial Companies LLLP | 1,630 | $76.0K | 0.00% | +1,630 | New |
| Kings Point Capital Management | 1,638 | $77.0K | 0.01% | +638+63.8% | Added |
| Quadrant Capital Group LLC | 1,854 | $87.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,875 | $88.0K | 0.00% | +5+0.3% | Added |
| Advisory Services Network, LLC | 1,924 | $90.0K | 0.00% | +1,924 | New |
| Ci Investments Inc. | 2,000 | $94.0K | 0.00% | +762+61.6% | Added |
| Geneos Wealth Management Inc. | 2,286 | $107.0K | 0.00% | −1,500−39.6% | Reduced |
| Signaturefd, LLC | 2,692 | $126.0K | 0.01% | +379+16.4% | Added |
| Belpointe Asset Management LLC | 2,889 | $135.0K | 0.01% | +2,889 | New |
| Dark Forest Capital Management LP | 3,208 | $150.0K | 0.06% | +3,208 | New |
| Spire Wealth Management | 3,271 | $153.0K | 0.00% | −886−21.3% | Reduced |
| Leelyn Smith, LLC | 3,320 | $156.0K | 0.05% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,339 | $156.0K | 0.00% | +1,300+63.8% | Added |
| DekaBank Deutsche Girozentrale | 3,650 | $171.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 3,731 | $175.0K | 0.07% | +3,731 | New |
| Mitsubishi UFJ Trust & Banking Corp | 3,827 | $179.0K | 0.00% | +311+8.8% | Added |
| BBVA USA | 3,884 | $182.0K | 0.01% | +3,884 | New |
| Longfellow Investment Management Co LLC | 4,301 | $202.0K | 0.03% | −2,846−39.8% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 4,345 | $204.0K | 0.00% | 00.0% | Unchanged |
| Thomasville National Bank | 4,463 | $209.0K | 0.02% | +4,463 | New |
| Gsa Capital Partners LLP | 4,623 | $217.0K | 0.02% | +4,623 | New |
| Systematic Financial Management LP | 4,645 | $218.0K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 4,705 | $221.0K | 0.00% | −2,662−36.1% | Reduced |
| Squarepoint Ops LLC | 4,760 | $223.0K | 0.00% | −21,535−81.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,814 | $225.0K | 0.00% | +37+0.8% | Added |
| IBM Retirement Fund | 4,883 | $229.0K | 0.02% | −1,093−18.3% | Reduced |