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, Q1 2023
Institutional positions in NNN REIT, Inc. as of Mar 31, 2023. 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
- 432
- +6 vs. Q4 2022
- Shares held
- 161.9M
- −922.6K (−0.6%) vs. Q4 2022
- Total value
- $7.15B
- −$295.2M (−4.0%) vs. Q4 2022
- New holders
- 52
- 182 more added
- Sold out
- 46
- 126 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding NNN REIT, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 44 | $5 | 0.00% | +44 | New |
| EverSource Wealth Advisors, LLC | 12 | $530 | 0.00% | −67−84.8% | Reduced |
| Washington Trust Co | 15 | $662 | 0.00% | −46−75.4% | Reduced |
| TCI Wealth Advisors, Inc. | 17 | $751 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 19 | $839 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 22 | $1.00K | 0.00% | +22 | New |
| M&R Capital Management Inc | 36 | $1.59K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 45 | $1.99K | 0.00% | +45 | New |
| Retirement Group, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Sound Income Strategies, LLC | 50 | $2.21K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 52 | $2.30K | 0.00% | +23+79.3% | Added |
| Earnest Partners LLC | 58 | $2.56K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 64 | $2.83K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 71 | $3.13K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $3.53K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 85 | $3.75K | 0.00% | −21−19.8% | Reduced |
| Avion Wealth | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 95 | $4.19K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $4.42K | 0.00% | +100 | New |
| Rosenberg Matthew Hamilton | 102 | $4.52K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 117 | $5.17K | 0.00% | +117 | New |
| Accel Wealth Management | 150 | $6.62K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 153 | $6.75K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 180 | $7.95K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 190 | $8.39K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 200 | $9.00K | 0.00% | +200 | New |
| HM Payson & Co | 215 | $9.49K | 0.00% | −385−64.2% | Reduced |
| Pathway Financial Advisers, LLC | 218 | $9.64K | 0.00% | −117−34.9% | Reduced |
| Larson Financial Group LLC | 225 | $9.93K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 240 | $10.6K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 260 | $11.5K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 260 | $11.5K | 0.00% | +260 | New |
| JNBA Financial Advisors | 279 | $12.3K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 287 | $12.7K | 0.02% | +2+0.7% | Added |
| BerganKDV Wealth Management, LLC | 298 | $13.2K | 0.00% | −997−77.0% | Reduced |
| Lindbrook Capital, LLC | 298 | $13.2K | 0.00% | +68+29.6% | Added |
| AllSquare Wealth Management LLC | 300 | $13.2K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 316 | $14.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 326 | $14.0K | 0.01% | −15−4.4% | Reduced |
| Tradition Wealth Management, LLC | 318 | $14.0K | 0.00% | +118+59.0% | Added |
| Fortis Capital Advisors, LLC | 355 | $15.7K | 0.01% | −300−45.8% | Reduced |
| Global Retirement Partners, LLC | 363 | $15.8K | 0.00% | +289+390.5% | Added |
| Hantz Financial Services, Inc. | 365 | $16.0K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 375 | $16.6K | 0.00% | +375 | New |
| Quarry LP | 392 | $17.3K | 0.01% | +392 | New |
| State of Wyoming | 407 | $18.0K | 0.01% | +5+1.2% | Added |
| Bessemer Group Inc | 410 | $18.0K | 0.00% | +19+4.9% | Added |
| Pinnacle Bancorp, Inc. | 435 | $19.2K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 465 | $20.5K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 481 | $21.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 486 | $21.5K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $22.1K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 500 | $22.1K | 0.01% | +400+400.0% | Added |
| WR Wealth Planners, LLC | 500 | $22.1K | 0.01% | +500 | New |
| Western Pacific Wealth Management, LP | 505 | $22.3K | 0.02% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 522 | $23.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 601 | $25.6K | 0.01% | +11+1.9% | Added |
| National Bank of Canada | 658 | $29.0K | 0.00% | +1+0.2% | Added |
| Versant Capital Management, Inc | 800 | $35.3K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 800 | $35.3K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 803 | $35.5K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 900 | $39.0K | 0.03% | +900 | New |
| Resurgent Financial Advisors LLC | 894 | $39.5K | 0.03% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 923 | $40.8K | 0.00% | +923 | New |
| Ellevest, Inc. | 931 | $41.1K | 0.00% | +103+12.4% | Added |
| Fifth Third Bancorp | 988 | $43.6K | 0.00% | +210+27.0% | Added |
| Cowen Prime Advisors LLC | 1,000 | $44.0K | 0.02% | 00.0% | Unchanged |
| Horizons Wealth Management | 1,125 | $49.7K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 1,175 | $52.0K | 0.00% | +83+7.6% | Added |
| Quintet Private Bank (Europe) S.A. | 1,111 | $53.0K | 0.00% | +1,111 | New |
| Sunbelt Securities, Inc. | 1,230 | $53.3K | 0.01% | +1,230 | New |
| Gradient Investments LLC | 1,507 | $66.5K | 0.00% | −42−2.7% | Reduced |
| Loomis Sayles & Co L P | 1,542 | $68.0K | 0.00% | −1,460−48.6% | Reduced |
| Ronald Blue Trust, Inc. | 1,507 | $69.0K | 0.00% | −7−0.5% | Reduced |
| Central Trust Co | 1,650 | $72.8K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,656 | $73.1K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,722 | $76.0K | 0.04% | +117+7.3% | Added |
| Bokf, NA | 1,800 | $79.5K | 0.00% | −9,433−84.0% | Reduced |
| GWM Advisors LLC | 1,812 | $80.0K | 0.00% | −1,323−42.2% | Reduced |
| Lazard Asset Management LLC | 1,870 | $82.0K | 0.00% | +71+3.9% | Added |
| Geneos Wealth Management Inc. | 1,945 | $85.9K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,986 | $88.0K | 0.00% | +157+8.6% | Added |
| Ameritas Advisory Services, LLC | 2,257 | $98.2K | 0.00% | −2,806−55.4% | Reduced |
| Ossiam | 2,351 | $103.8K | 0.00% | +858+57.5% | Added |
| Wolverine Asset Management LLC | 2,356 | $104.0K | 0.00% | +2,356 | New |
| Spire Wealth Management | 2,427 | $107.2K | 0.00% | +707+41.1% | Added |
| Quadrant Capital Group LLC | 2,592 | $114.4K | 0.01% | +405+18.5% | Added |
| Parallel Advisors, LLC | 2,710 | $119.6K | 0.00% | +441+19.4% | Added |
| Whittier Trust Co | 2,974 | $131.3K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,041 | $134.3K | 0.01% | +100+3.4% | Added |
| Signaturefd, LLC | 3,351 | $147.9K | 0.00% | +33+1.0% | Added |
| Point72 Middle East FZE | 4,325 | $190.9K | 0.01% | +4,325 | New |
| Mastrapasqua Asset Management Inc | 4,542 | $200.5K | 0.02% | +4,542 | New |
| Mercer Global Advisors Inc | 4,582 | $202.0K | 0.00% | −164−3.5% | Reduced |
| Atlantic Union Bankshares Corp | 4,675 | $206.4K | 0.02% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 4,835 | $213.5K | 0.12% | +3+0.1% | Added |
| Kapitalo Investimentos Ltda | 4,840 | $213.7K | 0.07% | +4,840 | New |
| Capula Management Ltd | 4,860 | $214.6K | 0.02% | −5,596−53.5% | Reduced |
| Advisor Partners II, LLC | 4,860 | $214.6K | 0.01% | +288+6.3% | Added |