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, Q4 2021
Institutional positions in NNN REIT, Inc. as of Dec 31, 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
- 420
- +21 vs. Q3 2021
- Shares held
- 155.3M
- +4.41M (+2.9%) vs. Q3 2021
- Total value
- $7.46B
- +$944.1M (+14.5%) vs. Q3 2021
- New holders
- 64
- 149 more added
- Sold out
- 43
- 141 more reduced
5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding NNN REIT, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Exane Derivatives | 10 | $481 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 26 | $1.00K | 0.00% | −1,629−98.4% | Reduced |
| Harbor Investment Advisory, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 21 | $1.01K | 0.00% | +21 | New |
| Sound Income Strategies, LLC | 50 | $2.00K | 0.00% | −410−89.1% | Reduced |
| Reilly Financial Advisors, LLC | 50 | $2.00K | 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 |
| Zions Bancorporation, N.A. | 69 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $3.00K | 0.00% | +29+107.4% | Added |
| Zullo Investment Group, Inc. | 65 | $3.00K | 0.00% | +65 | New |
| American Portfolios Advisors | 67 | $3.20K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 69 | $3.32K | 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 |
| Tarbox Family Office, Inc. | 81 | $4.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 73 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 79 | $4.00K | 0.00% | +72+1,028.6% | Added |
| Sutton Wealth Advisors Inc. | 101 | $4.86K | 0.00% | +16+18.8% | Added |
| Aspire Private Capital, LLC | 95 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 95 | $5.00K | 0.00% | +95 | New |
| Sageworth Trust Co | 139 | $7.00K | 0.00% | −466−77.0% | Reduced |
| AllSquare Wealth Management LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 140 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 169 | $7.00K | 0.00% | +150+789.5% | Added |
| Rather & Kittrell, Inc. | 161 | $7.00K | 0.01% | +161 | New |
| TCI Wealth Advisors, Inc. | 175 | $8.00K | 0.00% | −57−24.6% | Reduced |
| Massmutual Trust Co FSB | 195 | $9.00K | 0.00% | +100+105.3% | Added |
| Retirement Planning Co of New England, Inc. | 200 | $9.00K | 0.00% | +200 | New |
| United Community Bank | 190 | $9.13K | 0.01% | +190 | New |
| Smithfield Trust Co | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 199 | $10.0K | 0.00% | +199 | New |
| Larson Financial Group LLC | 225 | $11.0K | 0.00% | +225 | New |
| Beaird Harris Wealth Management, LLC | 228 | $11.0K | 0.00% | +228 | New |
| Stephens Consulting, LLC | 240 | $11.5K | 0.01% | +240 | New |
| Bogart Wealth, LLC | 244 | $12.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 247 | $12.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 253 | $12.0K | 0.01% | +253 | New |
| JNBA Financial Advisors | 279 | $13.0K | 0.00% | −100−26.4% | Reduced |
| Johnson Midwest Financial, LLC | 278 | $13.0K | 0.01% | +1+0.4% | Added |
| Bessemer Group Inc | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 300 | $14.0K | 0.00% | +300 | New |
| Lindbrook Capital, LLC | 305 | $15.0K | 0.00% | −13−4.1% | Reduced |
| NEXT Financial Group, Inc | 333 | $16.0K | 0.00% | +33+11.0% | Added |
| AdvisorNet Financial, Inc | 355 | $17.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 351 | $17.0K | 0.00% | +213+154.3% | Added |
| Castle Financial & Retirement Planning Associates, Inc. | 431 | $18.0K | 0.06% | +431 | New |
| Neo Ivy Capital Management | 396 | $19.0K | 0.03% | +396 | New |
| Pinnacle Bancorp, Inc. | 435 | $21.0K | 0.01% | −6−1.4% | Reduced |
| Sageworth Trust Co of South Dakota | 461 | $22.0K | 0.03% | +461 | New |
| Moisand Fitzgerald Tamayo, LLC | 481 | $23.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 500 | $24.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $24.0K | 0.00% | 00.0% | Unchanged |
| RGT Wealth Advisors, LLC | 500 | $24.0K | 0.00% | +500 | New |
| Western Pacific Wealth Management, LP | 505 | $24.0K | 0.02% | +505 | New |
| State of Wyoming | 540 | $26.0K | 0.01% | +85+18.7% | Added |
| National Bank of Canada | 556 | $27.0K | 0.00% | +556 | New |
| Snowden Capital Advisors LLC | 566 | $27.0K | 0.00% | +566 | New |
| HM Payson & Co | 600 | $29.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 700 | $30.0K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 695 | $33.0K | 0.01% | −30−4.1% | Reduced |
| FourThought Financial, LLC | 680 | $33.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 683 | $33.0K | 0.05% | +683 | New |
| Fortitude Advisory Group L.L.C. | 681 | $33.0K | 0.02% | +681 | New |
| Signet Financial Management, LLC | 717 | $34.0K | 0.01% | +717 | New |
| Widmann Financial Services, Inc. | 780 | $37.0K | 0.03% | +780 | New |
| Key Financial Inc | 800 | $38.0K | 0.02% | 00.0% | Unchanged |
| AGF Investments LLC | 795 | $38.0K | 0.00% | +795 | New |
| Versant Capital Management, Inc | 806 | $39.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 909 | $44.0K | 0.02% | +202+28.6% | Added |
| Cito Capital Group, LLC | 1,000 | $48.0K | 0.02% | −4,000−80.0% | Reduced |
| Cowen Prime Advisors LLC | 1,000 | $48.0K | 0.02% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,065 | $51.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,147 | $55.0K | 0.02% | +10+0.9% | Added |
| BerganKDV Wealth Management, LLC | 1,283 | $62.0K | 0.01% | +3+0.2% | Added |
| Lazard Asset Management LLC | 1,319 | $63.0K | 0.00% | +80+6.5% | Added |
| Fifth Third Bancorp | 1,406 | $68.0K | 0.00% | +44+3.2% | Added |
| Storebrand Asset Management AS | 1,453 | $69.8K | 0.00% | −13,166−90.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,449 | $70.0K | 0.00% | −316−17.9% | Reduced |
| Jones Financial Companies LLLP | 1,630 | $78.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,757 | $84.0K | 0.00% | −14,116−88.9% | Reduced |
| Quadrant Capital Group LLC | 1,967 | $95.0K | 0.01% | −183−8.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,994 | $96.0K | 0.00% | −7,114−78.1% | Reduced |
| Parallel Advisors, LLC | 1,995 | $96.0K | 0.00% | +30+1.5% | Added |
| Ci Investments Inc. | 2,538 | $122.0K | 0.00% | +413+19.4% | Added |
| Belpointe Asset Management LLC | 2,724 | $131.0K | 0.01% | −503−15.6% | Reduced |
| Geneos Wealth Management Inc. | 2,911 | $139.0K | 0.01% | +625+27.3% | Added |
| Whittier Trust Co | 2,974 | $143.0K | 0.00% | +1,800+153.3% | Added |
| Clal Insurance Enterprises Holdings Ltd | 3,165 | $152.0K | 0.00% | −120−3.7% | Reduced |
| Signaturefd, LLC | 3,200 | $154.0K | 0.00% | +156+5.1% | Added |
| Leelyn Smith, LLC | 3,320 | $160.0K | 0.04% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,468 | $167.0K | 0.00% | +3,468 | New |
| Rockefeller Capital Management L.P. | 3,708 | $178.0K | 0.00% | +369+11.1% | Added |
| Spire Wealth Management | 3,766 | $181.0K | 0.00% | +270+7.7% | Added |
| Simplex Trading, LLC | 3,831 | $184.0K | 0.01% | −28,392−88.1% | Reduced |