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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 6,343 | $290.3K | 0.00% | +48+0.8% | Added |
| Principle Wealth Partners LLC | 6,310 | $288.7K | 0.03% | 00.0% | Unchanged |
| Brown Advisory Inc | 6,269 | $286.9K | 0.00% | +6,269 | New |
| Rockefeller Capital Management L.P. | 6,257 | $286.0K | 0.00% | +524+9.1% | Added |
| Gotham Asset Management, LLC | 6,161 | $281.9K | 0.01% | +6,161 | New |
| Schnieders Capital Management LLC | 6,159 | $281.8K | 0.06% | +1,000+19.4% | Added |
| Tandem Investment Advisors, Inc. | 6,069 | $278.0K | 0.01% | −348−5.4% | Reduced |
| Wealthspire Advisors, LLC | 6,014 | $275.2K | 0.01% | +6,014 | New |
| Envestnet Asset Management Inc | 6,001 | $274.6K | 0.00% | +86+1.5% | Added |
| Carmel Capital Partners, LLC | 5,916 | $270.7K | 0.19% | +412+7.5% | Added |
| Freedom Day Solutions, LLC | 5,894 | $269.7K | 0.13% | +5,894 | New |
| Avantax Advisory Services, Inc. | 5,873 | $268.7K | 0.00% | −5−0.1% | Reduced |
| Montag A & Associates Inc | 5,587 | $255.7K | 0.02% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 5,571 | $254.9K | 0.03% | +315+6.0% | Added |
| Verition Fund Management LLC | 5,567 | $254.7K | 0.00% | +5,567 | New |
| Coldstream Capital Management Inc | 5,550 | $254.0K | 0.01% | +5,550 | New |
| Metropolitan Life Insurance Co | 5,533 | $253.2K | 0.01% | +24+0.4% | Added |
| Duncker Streett & Co Inc | 5,420 | $248.0K | 0.06% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 5,373 | $245.9K | 0.48% | +5,373 | New |
| IHT Wealth Management, LLC | 5,221 | $238.9K | 0.02% | −396−7.1% | Reduced |
| Campion Asset Management LLC | 5,210 | $238.4K | 0.23% | −250−4.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,171 | $237.0K | 0.00% | +5,171 | New |
| CWM Advisors, LLC | 5,163 | $236.3K | 0.03% | −66−1.3% | Reduced |
| Lockerman Financial Group, Inc. | 5,150 | $235.7K | 0.69% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 5,096 | $233.2K | 0.01% | +5,096 | New |
| RB Capital Management, LLC | 5,078 | $232.4K | 0.08% | −369−6.8% | Reduced |
| Ameritas Advisory Services, LLC | 5,063 | $231.7K | 0.01% | +5,063 | New |
| apricus wealth, LLC | 5,025 | $229.9K | 0.21% | −550−9.9% | Reduced |
| TTP Investments, Inc. | 5,016 | $229.6K | 0.24% | −177−3.4% | Reduced |
| Emfo, LLC | 5,000 | $228.8K | 0.23% | −4,500−47.4% | Reduced |
| Powell Investment Advisors, LLC | 4,832 | $221.1K | 0.13% | +4,832 | New |
| Mercer Global Advisors Inc | 4,746 | $217.0K | 0.00% | +4,746 | New |
| CIBC Asset Management Inc | 4,710 | $215.5K | 0.00% | −1,685−26.3% | Reduced |
| Atlantic Union Bankshares Corp | 4,675 | $213.9K | 0.02% | +4,675 | New |
| Advisor Partners II, LLC | 4,572 | $209.2K | 0.01% | +4,572 | New |
| Peak Financial Advisors LLC | 4,390 | $200.9K | 0.18% | +4,390 | New |
| Signaturefd, LLC | 3,318 | $151.8K | 0.00% | +223+7.2% | Added |
| Loomis Sayles & Co L P | 3,002 | $137.0K | 0.00% | +3,002 | New |
| Whittier Trust Co | 2,974 | $136.1K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,941 | $134.6K | 0.01% | −125−4.1% | Reduced |
| Alaska Permanent Fund Corp | 2,400 | $110.0K | 0.00% | +75+3.2% | Added |
| Parallel Advisors, LLC | 2,269 | $103.8K | 0.00% | +112+5.2% | Added |
| Quadrant Capital Group LLC | 2,187 | $100.1K | 0.01% | −92−4.0% | Reduced |
| Geneos Wealth Management Inc. | 1,945 | $89.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,829 | $84.0K | 0.00% | +468+34.4% | Added |
| Lazard Asset Management LLC | 1,799 | $82.0K | 0.00% | −35−1.9% | Reduced |
| Spire Wealth Management | 1,720 | $79.0K | 0.00% | +25+1.5% | Added |
| West Paces Advisors Inc. | 1,656 | $75.8K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 1,650 | $75.5K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,605 | $73.5K | 0.04% | −528−24.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,555 | $71.0K | 0.00% | −112−6.7% | Reduced |
| Gradient Investments LLC | 1,549 | $70.9K | 0.00% | −205−11.7% | Reduced |
| Ossiam | 1,493 | $68.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,514 | $60.0K | 0.00% | −1−0.1% | Reduced |
| BerganKDV Wealth Management, LLC | 1,295 | $59.3K | 0.01% | +3+0.2% | Added |
| GWM Advisors LLC | 3,135 | $57.4K | 0.00% | −4,445−58.6% | Reduced |
| Horizons Wealth Management | 1,125 | $51.0K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 1,092 | $50.0K | 0.00% | −218−16.6% | Reduced |
| Cowen Prime Advisors LLC | 1,000 | $46.0K | 0.02% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,000 | $45.8K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 894 | $40.9K | 0.02% | +894 | New |
| Ellevest, Inc. | 828 | $37.9K | 0.00% | +185+28.8% | Added |
| Farther Finance Advisors, LLC | 803 | $36.7K | 0.01% | +803 | New |
| Versant Capital Management, Inc | 800 | $36.6K | 0.01% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 779 | $35.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 778 | $35.6K | 0.00% | −391−33.4% | Reduced |
| Key Financial Inc | 800 | $31.9K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 688 | $31.5K | 0.00% | +688 | New |
| National Bank of Canada | 657 | $30.1K | 0.00% | +36+5.8% | Added |
| Fortis Capital Advisors, LLC | 655 | $30.0K | 0.02% | +655 | New |
| JJJ Advisors Inc. | 590 | $28.3K | 0.01% | −57−8.8% | Reduced |
| HM Payson & Co | 600 | $27.5K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 522 | $23.9K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 505 | $23.1K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $22.9K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 486 | $22.2K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 481 | $22.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 465 | $21.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 435 | $20.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 402 | $18.4K | 0.01% | −63−13.5% | Reduced |
| Bessemer Group Inc | 391 | $18.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 390 | $17.8K | 0.00% | −210−35.0% | Reduced |
| Hantz Financial Services, Inc. | 365 | $17.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 341 | $16.0K | 0.01% | +71+26.3% | Added |
| Pathway Financial Advisers, LLC | 335 | $15.3K | 0.01% | +335 | New |
| Riverview Trust Co | 316 | $14.0K | 0.01% | +316 | New |
| AllSquare Wealth Management LLC | 300 | $13.7K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 285 | $13.0K | 0.05% | +1+0.4% | Added |
| JNBA Financial Advisors | 279 | $12.8K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 260 | $11.9K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 240 | $11.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 230 | $10.5K | 0.00% | +99+75.6% | Added |
| Larson Financial Group LLC | 225 | $10.3K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 202 | $9.24K | 0.00% | +202 | New |
| Coppell Advisory Solutions LLC | 200 | $9.15K | 0.00% | +200 | New |
| Coppell Advisory Solutions Corp. | 200 | $9.15K | 0.00% | +200 | New |
| Tradition Wealth Management, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 190 | $8.69K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 180 | $8.24K | 0.00% | +180 | New |
| FWL Investment Management, LLC | 180 | $8.24K | 0.01% | +180 | New |