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 |
|---|---|---|---|---|---|
| CWM Advisors, LLC | 5,183 | $249.0K | 0.03% | −97−1.8% | Reduced |
| BTR Capital Management Inc | 5,150 | $248.0K | 0.03% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 5,150 | $248.0K | 0.65% | +5,150 | New |
| TTP Investments, Inc. | 5,109 | $246.0K | 0.18% | +5,109 | New |
| RDA Financial Network | 5,040 | $242.0K | 0.10% | −250−4.7% | Reduced |
| Hilltop Holdings Inc. | 5,036 | $242.0K | 0.03% | +5,036 | New |
| Northwestern Mutual Wealth Management Co | 4,859 | $233.0K | 0.00% | −73−1.5% | Reduced |
| Powell Investment Advisors, LLC | 4,820 | $232.0K | 0.13% | −240−4.7% | Reduced |
| Cambria Investment Management, L.P. | 4,800 | $231.0K | 0.04% | −336−6.5% | Reduced |
| Fox Run Management, L.L.C. | 4,778 | $230.0K | 0.14% | +4,778 | New |
| HRT Financial LP | 4,772 | $229.0K | 0.00% | −46,956−90.8% | Reduced |
| Mercer Global Advisors Inc | 4,692 | $226.0K | 0.00% | +4,692 | New |
| Quadrature Capital Ltd | 4,617 | $222.0K | 0.01% | +4,617 | New |
| McKinley Carter Wealth Services, Inc. | 4,500 | $216.0K | 0.02% | −213−4.5% | Reduced |
| Caxton Associates LP | 4,393 | $211.0K | 0.03% | −6,138−58.3% | Reduced |
| Longfellow Investment Management Co LLC | 4,301 | $207.0K | 0.03% | 00.0% | Unchanged |
| Busey Wealth Management | 4,289 | $206.0K | 0.01% | +4,289 | New |
| We Are One Seven, LLC | 4,290 | $206.0K | 0.02% | +4,290 | New |
| IHT Wealth Management, LLC | 4,220 | $203.0K | 0.01% | +4,220 | New |
| Engineers Gate Manager LP | 4,167 | $200.0K | 0.01% | −10,143−70.9% | Reduced |
| Simplex Trading, LLC | 3,831 | $184.0K | 0.01% | −28,392−88.1% | Reduced |
| Spire Wealth Management | 3,766 | $181.0K | 0.00% | +270+7.7% | Added |
| Rockefeller Capital Management L.P. | 3,708 | $178.0K | 0.00% | +369+11.1% | Added |
| Group One Trading, L.P. | 3,468 | $167.0K | 0.00% | +3,468 | New |
| Leelyn Smith, LLC | 3,320 | $160.0K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,200 | $154.0K | 0.00% | +156+5.1% | Added |
| Clal Insurance Enterprises Holdings Ltd | 3,165 | $152.0K | 0.00% | −120−3.7% | Reduced |
| Whittier Trust Co | 2,974 | $143.0K | 0.00% | +1,800+153.3% | Added |
| Geneos Wealth Management Inc. | 2,911 | $139.0K | 0.01% | +625+27.3% | Added |
| Belpointe Asset Management LLC | 2,724 | $131.0K | 0.01% | −503−15.6% | Reduced |
| Ci Investments Inc. | 2,538 | $122.0K | 0.00% | +413+19.4% | Added |
| 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 |
| Quadrant Capital Group LLC | 1,967 | $95.0K | 0.01% | −183−8.5% | Reduced |
| Wolverine Asset Management LLC | 1,757 | $84.0K | 0.00% | −14,116−88.9% | Reduced |
| Jones Financial Companies LLLP | 1,630 | $78.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,449 | $70.0K | 0.00% | −316−17.9% | Reduced |
| Storebrand Asset Management AS | 1,453 | $69.8K | 0.00% | −13,166−90.1% | Reduced |
| Fifth Third Bancorp | 1,406 | $68.0K | 0.00% | +44+3.2% | Added |
| Lazard Asset Management LLC | 1,319 | $63.0K | 0.00% | +80+6.5% | Added |
| BerganKDV Wealth Management, LLC | 1,283 | $62.0K | 0.01% | +3+0.2% | Added |
| JJJ Advisors Inc. | 1,147 | $55.0K | 0.02% | +10+0.9% | Added |
| Selective Wealth Management, Inc. | 1,065 | $51.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Newbridge Financial Services Group, Inc. | 909 | $44.0K | 0.02% | +202+28.6% | Added |
| Versant Capital Management, Inc | 806 | $39.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 800 | $38.0K | 0.02% | 00.0% | Unchanged |
| AGF Investments LLC | 795 | $38.0K | 0.00% | +795 | New |
| Widmann Financial Services, Inc. | 780 | $37.0K | 0.03% | +780 | New |
| Signet Financial Management, LLC | 717 | $34.0K | 0.01% | +717 | New |
| 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 |
| Stonebridge Financial Planning Group, LLC | 700 | $30.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 600 | $29.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 556 | $27.0K | 0.00% | +556 | New |
| Snowden Capital Advisors LLC | 566 | $27.0K | 0.00% | +566 | New |
| State of Wyoming | 540 | $26.0K | 0.01% | +85+18.7% | Added |
| 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 |
| Moisand Fitzgerald Tamayo, LLC | 481 | $23.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 461 | $22.0K | 0.03% | +461 | New |
| Pinnacle Bancorp, Inc. | 435 | $21.0K | 0.01% | −6−1.4% | Reduced |
| Neo Ivy Capital Management | 396 | $19.0K | 0.03% | +396 | New |
| Castle Financial & Retirement Planning Associates, Inc. | 431 | $18.0K | 0.06% | +431 | New |
| AdvisorNet Financial, Inc | 355 | $17.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 351 | $17.0K | 0.00% | +213+154.3% | Added |
| NEXT Financial Group, Inc | 333 | $16.0K | 0.00% | +33+11.0% | Added |
| Lindbrook Capital, LLC | 305 | $15.0K | 0.00% | −13−4.1% | Reduced |
| 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 |
| 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 |
| 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 |
| Stephens Consulting, LLC | 240 | $11.5K | 0.01% | +240 | New |
| Larson Financial Group LLC | 225 | $11.0K | 0.00% | +225 | New |
| Beaird Harris Wealth Management, LLC | 228 | $11.0K | 0.00% | +228 | New |
| Smithfield Trust Co | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 199 | $10.0K | 0.00% | +199 | New |
| United Community Bank | 190 | $9.13K | 0.01% | +190 | New |
| 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 |
| TCI Wealth Advisors, Inc. | 175 | $8.00K | 0.00% | −57−24.6% | Reduced |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 101 | $4.86K | 0.00% | +16+18.8% | Added |