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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | 4,894 | $216.1K | 0.01% | −202−4.0% | Reduced |
| IHT Wealth Management, LLC | 4,911 | $216.8K | 0.01% | −310−5.9% | Reduced |
| TTP Investments, Inc. | 4,956 | $218.8K | 0.18% | −60−1.2% | Reduced |
| RB Capital Management, LLC | 5,136 | $226.8K | 0.07% | +58+1.1% | Added |
| Lockerman Financial Group, Inc. | 5,150 | $227.4K | 0.63% | 00.0% | Unchanged |
| Capital City Trust Co | 5,154 | $227.6K | 0.07% | +5,154 | New |
| Wealthspire Advisors, LLC | 5,205 | $229.8K | 0.00% | −809−13.5% | Reduced |
| Peak Financial Advisors LLC | 5,218 | $230.4K | 0.19% | +828+18.9% | Added |
| Freedom Day Solutions, LLC | 5,239 | $231.3K | 0.11% | −655−11.1% | Reduced |
| US Bancorp | 5,277 | $233.0K | 0.00% | −2,183−29.3% | Reduced |
| CIBC Asset Management Inc | 5,282 | $233.2K | 0.00% | +572+12.1% | Added |
| Duncker Streett & Co Inc | 5,362 | $236.7K | 0.06% | −58−1.1% | Reduced |
| Bridgewealth Advisory Group, LLC | 5,373 | $237.2K | 0.44% | 00.0% | Unchanged |
| Campion Asset Management LLC | 5,435 | $240.0K | 0.23% | +225+4.3% | Added |
| First Republic Investment Management, Inc. | 5,521 | $243.8K | 0.00% | −1,909−25.7% | Reduced |
| Hilltop Holdings Inc. | 5,571 | $246.0K | 0.03% | 00.0% | Unchanged |
| Stevens Capital Management LP | 5,566 | $246.0K | 0.06% | +5,566 | New |
| Montag A & Associates Inc | 5,587 | $246.7K | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,595 | $247.0K | 0.01% | +62+1.1% | Added |
| Envestnet Asset Management Inc | 5,642 | $249.1K | 0.00% | −359−6.0% | Reduced |
| PSI Advisors, LLC | 5,867 | $259.0K | 0.13% | +5,867 | New |
| Migdal Insurance & Financial Holdings Ltd. | 6,068 | $263.0K | 0.01% | +4,513+290.2% | Added |
| Sherbrooke Park Advisers LLC | 5,993 | $264.6K | 0.40% | +5,993 | New |
| Virtu Financial LLC | 6,134 | $271.0K | 0.03% | +6,134 | New |
| Schnieders Capital Management LLC | 6,159 | $271.9K | 0.06% | 00.0% | Unchanged |
| CWM Advisors, LLC | 6,185 | $273.1K | 0.03% | +1,022+19.8% | Added |
| Carmel Capital Partners, LLC | 6,209 | $274.1K | 0.16% | +293+5.0% | Added |
| Avantax Advisory Services, Inc. | 6,209 | $274.1K | 0.00% | +336+5.7% | Added |
| Principle Wealth Partners LLC | 6,310 | $278.6K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 6,318 | $278.9K | 0.00% | −25−0.4% | Reduced |
| Profund Advisors LLC | 6,361 | $280.8K | 0.02% | −2,222−25.9% | Reduced |
| Huntington National Bank | 6,372 | $281.3K | 0.00% | −611−8.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,377 | $281.5K | 0.01% | +5+0.1% | Added |
| Private Trust Co NA | 6,517 | $287.7K | 0.04% | −1,480−18.5% | Reduced |
| HBK Sorce Advisory LLC | 6,550 | $289.2K | 0.01% | +6,550 | New |
| Wetherby Asset Management Inc | 6,658 | $294.0K | 0.02% | −473−6.6% | Reduced |
| Private Advisor Group, LLC | 6,713 | $296.4K | 0.00% | +6,713 | New |
| Resources Investment Advisors, LLC. | 6,722 | $296.8K | 0.01% | +145+2.2% | Added |
| Davenport & Co LLC | 6,770 | $298.9K | 0.00% | −48−0.7% | Reduced |
| IFP Advisors, Inc | 9,480 | $299.0K | 0.01% | −9,630−50.4% | Reduced |
| Brown Advisory Inc | 6,799 | $300.2K | 0.00% | +530+8.5% | Added |
| Panagora Asset Management Inc | 6,873 | $303.4K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 6,897 | $304.5K | 0.00% | +126+1.9% | Added |
| Orion Portfolio Solutions, LLC | 6,897 | $304.5K | 0.00% | +6,897 | New |
| Gotham Asset Management, LLC | 6,984 | $308.3K | 0.01% | +823+13.4% | Added |
| Mission Wealth Management, LP | 7,200 | $317.9K | 0.01% | −9−0.1% | Reduced |
| Albert D Mason Inc | 7,222 | $319.0K | 0.22% | +7+0.1% | Added |
| Commerce Bank | 7,252 | $320.2K | 0.00% | +794+12.3% | Added |
| Level Four Advisory Services, LLC | 7,256 | $320.4K | 0.02% | +7,256 | New |
| Cedrus LLC | 7,281 | $321.5K | 0.23% | +116+1.6% | Added |
| Northwestern Mutual Wealth Management Co | 7,310 | $322.7K | 0.00% | −1,031−12.4% | Reduced |
| First National Trust Co | 7,459 | $329.3K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 7,693 | $339.6K | 0.01% | +36+0.5% | Added |
| Concentric Wealth Management, LLC | 7,725 | $341.1K | 0.11% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 7,822 | $345.0K | 0.03% | +7,822 | New |
| Susquehanna International Group, LLP | 7,950 | $351.0K | 0.00% | +1,371+20.8% | Added |
| Veritable, L.P. | 8,192 | $361.7K | 0.01% | −572−6.5% | Reduced |
| Intrua Financial, LLC | 8,317 | $366.8K | 0.08% | −193−2.3% | Reduced |
| Gables Capital Management Inc. | 8,350 | $368.7K | 0.26% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 8,400 | $370.9K | 0.03% | +1,200+16.7% | Added |
| Moors & Cabot, Inc. | 8,521 | $376.2K | 0.03% | −313−3.5% | Reduced |
| Pathstone Family Office, LLC | 8,479 | $377.2K | 0.01% | −2,411−22.1% | Reduced |
| Norinchukin Bank, The | 8,642 | $381.5K | 0.01% | +1,792+26.2% | Added |
| FORA Capital, LLC | 8,747 | $386.2K | 0.04% | +8,747 | New |
| DoubleLine ETF Adviser LP | 8,982 | $396.6K | 0.17% | +1,052+13.3% | Added |
| Wolverine Trading, LLC | 9,169 | $397.0K | 0.01% | +9,169 | New |
| Verition Fund Management LLC | 9,100 | $401.8K | 0.01% | +3,533+63.5% | Added |
| Tower Research Capital LLC (TRC) | 9,125 | $402.0K | 0.01% | +1,757+23.8% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 9,245 | $408.2K | 0.12% | −378−3.9% | Reduced |
| Shelton Capital Management | 9,304 | $410.8K | 0.02% | 00.0% | Unchanged |
| Romano Brothers and Company | 9,370 | $413.7K | 0.06% | −105−1.1% | Reduced |
| Sterling Investment Counsel, LLC | 9,545 | $421.4K | 0.25% | −1,155−10.8% | Reduced |
| Essex Financial Services, Inc. | 9,609 | $424.2K | 0.04% | +345+3.7% | Added |
| Community Capital Management, Inc. | 9,800 | $432.7K | 0.57% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 10,228 | $451.6K | 0.08% | −405−3.8% | Reduced |
| Brown Brothers Harriman & Co | 10,620 | $468.9K | 0.00% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 10,865 | $479.7K | 0.05% | +21+0.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,944 | $483.2K | 0.00% | +10,944 | New |
| Raymond James Trust N.A. | 10,958 | $484.0K | 0.02% | −1,303−10.6% | Reduced |
| HGK Asset Management Inc | 10,980 | $485.0K | 0.15% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 11,151 | $492.3K | 0.18% | −753−6.3% | Reduced |
| GW Henssler & Associates Ltd | 11,201 | $494.5K | 0.03% | +38+0.3% | Added |
| Penserra Capital Management LLC | 11,286 | $498.0K | 0.01% | +2,088+22.7% | Added |
| United Services Automobile Association | 11,624 | $513.2K | 0.02% | −8,005−40.8% | Reduced |
| EHP Funds Inc. | 11,700 | $516.6K | 0.11% | +11,700 | New |
| First Financial Bank - Trust Division | 11,711 | $517.0K | 0.06% | −40−0.3% | Reduced |
| Summit X, LLC | 11,948 | $527.5K | 0.14% | −282−2.3% | Reduced |
| Vident Investment Advisory, LLC | 11,978 | $528.8K | 0.02% | +2,070+20.9% | Added |
| Jackson Creek Investment Advisors LLC | 11,974 | $529.0K | 0.22% | −47−0.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 12,205 | $538.9K | 0.21% | +4,534+59.1% | Added |
| Cetera Advisors LLC | 12,381 | $546.6K | 0.01% | −1,099−8.2% | Reduced |
| Mirabella Financial Services LLP | 12,463 | $550.2K | 0.12% | +12,463 | New |
| Iat Reinsurance Co Ltd. | 13,000 | $574.0K | 0.12% | 00.0% | Unchanged |
| Bank of Nova Scotia | 13,266 | $585.6K | 0.00% | +6,162+86.7% | Added |
| Glenmede Trust Co NA | 13,339 | $588.9K | 0.00% | +440+3.4% | Added |
| Steward Partners Investment Advisory, LLC | 13,406 | $591.9K | 0.01% | +164+1.2% | Added |
| Maryland State Retirement & Pension System | 13,755 | $607.3K | 0.01% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 13,770 | $607.9K | 0.03% | −25,209−64.7% | Reduced |
| Bayesian Capital Management, LP | 13,800 | $609.3K | 0.08% | +13,800 | New |
| Benjamin F. Edwards & Company, Inc. | 13,815 | $610.0K | 0.03% | +1,654+13.6% | Added |