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 |
|---|---|---|---|---|---|
| Polar Asset Management Partners Inc. | 5,666 | $245.0K | 0.00% | +5,666 | New |
| Principle Wealth Partners LLC | 5,655 | $244.0K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 5,587 | $241.0K | 0.01% | 00.0% | Unchanged |
| Cigna Investments Inc | 5,344 | $231.0K | 0.02% | −100−1.8% | Reduced |
| Avantax Advisory Services, Inc. | 5,327 | $229.0K | 0.00% | −260−4.7% | Reduced |
| 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 |
| 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 |
| Powell Investment Advisors, LLC | 5,060 | $219.0K | 0.14% | +5+0.1% | Added |
| Cito Capital Group, LLC | 5,000 | $216.0K | 0.10% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,932 | $214.0K | 0.00% | +118+2.5% | Added |
| First Republic Investment Management, Inc. | 4,927 | $213.0K | 0.00% | −125−2.5% | Reduced |
| IBM Retirement Fund | 4,883 | $211.0K | 0.02% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 4,713 | $204.0K | 0.02% | −393−7.7% | Reduced |
| 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 |
| Longfellow Investment Management Co LLC | 4,301 | $186.0K | 0.03% | 00.0% | Unchanged |
| BBVA USA | 3,905 | $169.0K | 0.01% | +21+0.5% | Added |
| Spire Wealth Management | 3,496 | $151.0K | 0.00% | +225+6.9% | Added |
| Rockefeller Capital Management L.P. | 3,339 | $144.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 3,320 | $143.0K | 0.04% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 3,285 | $142.0K | 0.00% | −1,060−24.4% | Reduced |
| Belpointe Asset Management LLC | 3,227 | $139.0K | 0.01% | +338+11.7% | Added |
| DekaBank Deutsche Girozentrale | 3,096 | $136.0K | 0.00% | −554−15.2% | Reduced |
| Signaturefd, LLC | 3,044 | $131.0K | 0.00% | +352+13.1% | Added |
| Quantbot Technologies LP | 2,848 | $123.0K | 0.01% | +2,848 | New |
| Geneos Wealth Management Inc. | 2,286 | $101.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,175 | $94.0K | 0.00% | −2,530−53.8% | Reduced |
| Quadrant Capital Group LLC | 2,150 | $93.0K | 0.01% | +296+16.0% | Added |
| Ci Investments Inc. | 2,125 | $92.0K | 0.00% | +125+6.3% | Added |
| Parallel Advisors, LLC | 1,965 | $85.0K | 0.00% | +90+4.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,765 | $76.0K | 0.00% | −40,301−95.8% | Reduced |
| Financial Management Professionals, Inc. | 1,655 | $71.0K | 0.02% | +52+3.2% | Added |
| Jones Financial Companies LLLP | 1,630 | $70.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,362 | $59.0K | 0.00% | +572+72.4% | Added |
| BerganKDV Wealth Management, LLC | 1,280 | $55.0K | 0.01% | +3+0.2% | Added |
| Lazard Asset Management LLC | 1,239 | $53.0K | 0.00% | +109+9.6% | Added |
| Whittier Trust Co | 1,174 | $51.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,137 | $49.0K | 0.02% | −32−2.7% | Reduced |
| Selective Wealth Management, Inc. | 1,065 | $46.0K | 0.02% | +1,065 | New |
| Cowen Prime Advisors LLC | 1,000 | $43.0K | 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 |
| Stonebridge Financial Planning Group, LLC | 700 | $33.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 740 | $32.0K | 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 |
| FourThought Financial, LLC | 680 | $29.0K | 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 |
| 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 |
| Moisand Fitzgerald Tamayo, LLC | 481 | $21.0K | 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 |
| Pinnacle Bancorp, Inc. | 441 | $19.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 387 | $16.0K | 0.00% | −18−4.4% | Reduced |
| JNBA Financial Advisors | 379 | $16.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 355 | $15.0K | 0.00% | +355 | New |
| Lindbrook Capital, LLC | 318 | $14.0K | 0.00% | +47+17.3% | 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 |
| Johnson Midwest Financial, LLC | 277 | $12.0K | 0.01% | +2+0.7% | 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 |
| TCI Wealth Advisors, Inc. | 232 | $10.0K | 0.00% | +215+1,264.7% | Added |
| Smithfield Trust Co | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 186 | $8.00K | 0.00% | – | – |
| Sonora Investment Management, LLC | 170 | $7.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 165 | $7.00K | 0.00% | +165 | New |
| 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 |
| Glen Eagle Advisors, LLC | 110 | $4.75K | 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 |
| Sutton Wealth Advisors Inc. | 85 | $3.67K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 84 | $3.63K | 0.00% | 00.0% | Unchanged |
| 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 |
| Koshinski Asset Management, Inc. | 69 | $2.98K | 0.00% | +69 | New |
| American Portfolios Advisors | 67 | $2.88K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 50 | $2.00K | 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 |