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 2022
Institutional positions in NNN REIT, Inc. as of Dec 31, 2022. 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
- 430
- +25 vs. Q3 2022
- Shares held
- 162.9M
- +4.94M (+3.1%) vs. Q3 2022
- Total value
- $7.45B
- +$1.15B (+18.2%) vs. Q3 2022
- New holders
- 65
- 165 more added
- Sold out
- 40
- 130 more reduced
8 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding NNN REIT, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 17 | $778 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 19 | $869 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 19 | $869 | 0.00% | +19 | New |
| Financial Management Professionals, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $1.33K | 0.00% | −36−55.4% | Reduced |
| M&R Capital Management Inc | 36 | $1.65K | 0.00% | +36 | New |
| Bartlett & Co. Wealth Management LLC | 38 | $1.74K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 50 | $2.29K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 53 | $2.42K | 0.00% | +53 | New |
| Earnest Partners LLC | 58 | $2.65K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 61 | $2.79K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 64 | $2.93K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 65 | $2.97K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 70 | $3.20K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 71 | $3.25K | 0.00% | +71 | New |
| Global Retirement Partners, LLC | 74 | $3.39K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 79 | $3.62K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $3.66K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 95 | $4.35K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $4.58K | 0.00% | +100 | New |
| Rosenberg Matthew Hamilton | 102 | $4.69K | 0.00% | +1+1.0% | Added |
| Sutton Wealth Advisors Inc. | 106 | $4.85K | 0.00% | −11−9.4% | Reduced |
| Tradewinds Capital Management, LLC | 120 | $5.49K | 0.00% | +120 | New |
| Accel Wealth Management | 150 | $6.86K | 0.00% | −262−63.6% | Reduced |
| Massmutual Trust Co FSB | 153 | $7.00K | 0.00% | −14−8.4% | Reduced |
| Accurate Wealth Management, LLC | 173 | $7.95K | 0.00% | +173 | New |
| EWG Elevate Inc. | 177 | $8.10K | 0.00% | +177 | New |
| Cullen/Frost Bankers, Inc. | 180 | $8.24K | 0.00% | +180 | New |
| FWL Investment Management, LLC | 180 | $8.24K | 0.01% | +180 | New |
| United Community Bank | 190 | $8.69K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 200 | $9.15K | 0.00% | +200 | New |
| Coppell Advisory Solutions Corp. | 200 | $9.15K | 0.00% | +200 | New |
| Cary Street Partner Investment Advisory LLC | 202 | $9.24K | 0.00% | +202 | New |
| Larson Financial Group LLC | 225 | $10.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 230 | $10.5K | 0.00% | +99+75.6% | Added |
| Stephens Consulting, LLC | 240 | $11.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 260 | $11.9K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 279 | $12.8K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 285 | $13.0K | 0.05% | +1+0.4% | Added |
| AllSquare Wealth Management LLC | 300 | $13.7K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 316 | $14.0K | 0.01% | +316 | New |
| Pathway Financial Advisers, LLC | 335 | $15.3K | 0.01% | +335 | New |
| Covestor Ltd | 341 | $16.0K | 0.01% | +71+26.3% | Added |
| Hantz Financial Services, Inc. | 365 | $17.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 390 | $17.8K | 0.00% | −210−35.0% | Reduced |
| Bessemer Group Inc | 391 | $18.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 402 | $18.4K | 0.01% | −63−13.5% | Reduced |
| Pinnacle Bancorp, Inc. | 435 | $20.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 465 | $21.3K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 481 | $22.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 486 | $22.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $22.9K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 505 | $23.1K | 0.02% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 522 | $23.9K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 600 | $27.5K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 590 | $28.3K | 0.01% | −57−8.8% | Reduced |
| Fortis Capital Advisors, LLC | 655 | $30.0K | 0.02% | +655 | New |
| National Bank of Canada | 657 | $30.1K | 0.00% | +36+5.8% | Added |
| Group One Trading, L.P. | 688 | $31.5K | 0.00% | +688 | New |
| Key Financial Inc | 800 | $31.9K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 778 | $35.6K | 0.00% | −391−33.4% | Reduced |
| Storebrand Asset Management AS | 779 | $35.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 800 | $36.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 803 | $36.7K | 0.01% | +803 | New |
| Ellevest, Inc. | 828 | $37.9K | 0.00% | +185+28.8% | Added |
| Resurgent Financial Advisors LLC | 894 | $40.9K | 0.02% | +894 | New |
| Trustcore Financial Services, LLC | 1,000 | $45.8K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 1,000 | $46.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 1,092 | $50.0K | 0.00% | −218−16.6% | Reduced |
| Horizons Wealth Management | 1,125 | $51.0K | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,135 | $57.4K | 0.00% | −4,445−58.6% | Reduced |
| BerganKDV Wealth Management, LLC | 1,295 | $59.3K | 0.01% | +3+0.2% | Added |
| Ronald Blue Trust, Inc. | 1,514 | $60.0K | 0.00% | −1−0.1% | Reduced |
| Ossiam | 1,493 | $68.3K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,549 | $70.9K | 0.00% | −205−11.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,555 | $71.0K | 0.00% | −112−6.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,605 | $73.5K | 0.04% | −528−24.8% | Reduced |
| Central Trust Co | 1,650 | $75.5K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,656 | $75.8K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 1,720 | $79.0K | 0.00% | +25+1.5% | Added |
| Lazard Asset Management LLC | 1,799 | $82.0K | 0.00% | −35−1.9% | Reduced |
| Ci Investments Inc. | 1,829 | $84.0K | 0.00% | +468+34.4% | Added |
| Geneos Wealth Management Inc. | 1,945 | $89.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,187 | $100.1K | 0.01% | −92−4.0% | Reduced |
| Parallel Advisors, LLC | 2,269 | $103.8K | 0.00% | +112+5.2% | Added |
| Alaska Permanent Fund Corp | 2,400 | $110.0K | 0.00% | +75+3.2% | Added |
| Belpointe Asset Management LLC | 2,941 | $134.6K | 0.01% | −125−4.1% | Reduced |
| Whittier Trust Co | 2,974 | $136.1K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 3,002 | $137.0K | 0.00% | +3,002 | New |
| Signaturefd, LLC | 3,318 | $151.8K | 0.00% | +223+7.2% | Added |
| Peak Financial Advisors LLC | 4,390 | $200.9K | 0.18% | +4,390 | New |
| Advisor Partners II, LLC | 4,572 | $209.2K | 0.01% | +4,572 | New |
| Atlantic Union Bankshares Corp | 4,675 | $213.9K | 0.02% | +4,675 | New |
| CIBC Asset Management Inc | 4,710 | $215.5K | 0.00% | −1,685−26.3% | Reduced |
| Mercer Global Advisors Inc | 4,746 | $217.0K | 0.00% | +4,746 | New |
| Powell Investment Advisors, LLC | 4,832 | $221.1K | 0.13% | +4,832 | New |