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, Q3 2021
Institutional positions in NNN REIT, Inc. as of Sep 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
- 404
- +6 vs. Q2 2021
- Shares held
- 151.2M
- −4.63M (−3.0%) vs. Q2 2021
- Total value
- $6.53B
- −$772.7M (−10.6%) vs. Q2 2021
- New holders
- 42
- 145 more added
- Sold out
- 36
- 129 more reduced
5 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding NNN REIT, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Carroll Financial Associates, Inc. | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 7 | $0 | 0.00% | +7 | New |
| FNY Investment Advisers, LLC | 8 | $0 | 0.00% | +8 | New |
| Exane Derivatives | 10 | $432 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 27 | $1.00K | 0.00% | +27 | New |
| Reilly Financial Advisors, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 67 | $2.88K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 69 | $2.98K | 0.00% | +69 | New |
| Zions Bancorporation, N.A. | 69 | $3.00K | 0.00% | −108−61.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 70 | $3.00K | 0.00% | −41−36.9% | Reduced |
| Tarbox Family Office, Inc. | 81 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Firestone Capital Management | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 73 | $3.00K | 0.00% | +73 | New |
| TD Private Client Wealth LLC | 84 | $3.63K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 85 | $3.67K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 95 | $4.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 89 | $4.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 89 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 95 | $4.00K | 0.00% | – | – |
| Jacobi Capital Management LLC | 85 | $4.00K | 0.00% | +85 | New |
| Glen Eagle Advisors, LLC | 110 | $4.75K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 150 | $6.00K | 0.00% | −105−41.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 140 | $6.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 138 | $6.00K | 0.00% | +85+160.4% | Added |
| AllSquare Wealth Management LLC | 150 | $6.00K | 0.00% | +150 | New |
| Sonora Investment Management, LLC | 170 | $7.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 165 | $7.00K | 0.00% | +165 | New |
| Smithfield Trust Co | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 186 | $8.00K | 0.00% | – | – |
| TCI Wealth Advisors, Inc. | 232 | $10.0K | 0.00% | +215+1,264.7% | Added |
| Charter Oak Capital Management, LLC | 247 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ade, LLC | 254 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 244 | $11.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 277 | $12.0K | 0.01% | +2+0.7% | Added |
| Bessemer Group Inc | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 318 | $14.0K | 0.00% | +47+17.3% | Added |
| AdvisorNet Financial, Inc | 355 | $15.0K | 0.00% | +355 | New |
| Berman Capital Advisors, LLC | 387 | $16.0K | 0.00% | −18−4.4% | Reduced |
| JNBA Financial Advisors | 379 | $16.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 441 | $19.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 460 | $20.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 455 | $20.0K | 0.01% | −14−3.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 481 | $21.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 500 | $22.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $22.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 600 | $26.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 605 | $26.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 680 | $29.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 707 | $31.0K | 0.02% | +2+0.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 725 | $31.0K | 0.01% | +45+6.6% | Added |
| Harbour Investments, Inc. | 740 | $32.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 700 | $33.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 800 | $35.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 806 | $35.0K | 0.01% | +6+0.8% | Added |
| Cowen Prime Advisors LLC | 1,000 | $43.0K | 0.02% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,065 | $46.0K | 0.02% | +1,065 | New |
| JJJ Advisors Inc. | 1,137 | $49.0K | 0.02% | −32−2.7% | Reduced |
| Whittier Trust Co | 1,174 | $51.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,239 | $53.0K | 0.00% | +109+9.6% | Added |
| BerganKDV Wealth Management, LLC | 1,280 | $55.0K | 0.01% | +3+0.2% | Added |
| Fifth Third Bancorp | 1,362 | $59.0K | 0.00% | +572+72.4% | Added |
| Jones Financial Companies LLLP | 1,630 | $70.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,655 | $71.0K | 0.02% | +52+3.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,765 | $76.0K | 0.00% | −40,301−95.8% | Reduced |
| Parallel Advisors, LLC | 1,965 | $85.0K | 0.00% | +90+4.8% | Added |
| Ci Investments Inc. | 2,125 | $92.0K | 0.00% | +125+6.3% | Added |
| Quadrant Capital Group LLC | 2,150 | $93.0K | 0.01% | +296+16.0% | Added |
| Advisors Asset Management, Inc. | 2,175 | $94.0K | 0.00% | −2,530−53.8% | Reduced |
| Geneos Wealth Management Inc. | 2,286 | $101.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,848 | $123.0K | 0.01% | +2,848 | New |
| Signaturefd, LLC | 3,044 | $131.0K | 0.00% | +352+13.1% | Added |
| DekaBank Deutsche Girozentrale | 3,096 | $136.0K | 0.00% | −554−15.2% | Reduced |
| Belpointe Asset Management LLC | 3,227 | $139.0K | 0.01% | +338+11.7% | Added |
| Clal Insurance Enterprises Holdings Ltd | 3,285 | $142.0K | 0.00% | −1,060−24.4% | Reduced |
| Leelyn Smith, LLC | 3,320 | $143.0K | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,339 | $144.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3,496 | $151.0K | 0.00% | +225+6.9% | Added |
| BBVA USA | 3,905 | $169.0K | 0.01% | +21+0.5% | Added |
| Longfellow Investment Management Co LLC | 4,301 | $186.0K | 0.03% | 00.0% | Unchanged |
| Systematic Financial Management LP | 4,620 | $200.0K | 0.01% | −25−0.5% | Reduced |
| Mirabella Financial Services LLP | 4,640 | $200.0K | 0.03% | +4,640 | New |
| McKinley Carter Wealth Services, Inc. | 4,713 | $204.0K | 0.02% | −393−7.7% | Reduced |
| IBM Retirement Fund | 4,883 | $211.0K | 0.02% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 4,927 | $213.0K | 0.00% | −125−2.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,932 | $214.0K | 0.00% | +118+2.5% | Added |
| Cito Capital Group, LLC | 5,000 | $216.0K | 0.10% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 5,060 | $219.0K | 0.14% | +5+0.1% | Added |
| BTR Capital Management Inc | 5,150 | $222.0K | 0.03% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 5,136 | $222.0K | 0.04% | +5,136 | New |
| RDA Financial Network | 5,290 | $228.0K | 0.10% | −250−4.5% | Reduced |
| CWM Advisors, LLC | 5,280 | $228.0K | 0.03% | +5,280 | New |
| Avantax Advisory Services, Inc. | 5,327 | $229.0K | 0.00% | −260−4.7% | Reduced |