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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 6,361 | $280.8K | 0.02% | −2,222−25.9% | Reduced |
| Allworth Financial LP | 6,318 | $278.9K | 0.00% | −25−0.4% | Reduced |
| Principle Wealth Partners LLC | 6,310 | $278.6K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 6,209 | $274.1K | 0.00% | +336+5.7% | Added |
| Carmel Capital Partners, LLC | 6,209 | $274.1K | 0.16% | +293+5.0% | Added |
| CWM Advisors, LLC | 6,185 | $273.1K | 0.03% | +1,022+19.8% | Added |
| Schnieders Capital Management LLC | 6,159 | $271.9K | 0.06% | 00.0% | Unchanged |
| Virtu Financial LLC | 6,134 | $271.0K | 0.03% | +6,134 | New |
| Sherbrooke Park Advisers LLC | 5,993 | $264.6K | 0.40% | +5,993 | New |
| Migdal Insurance & Financial Holdings Ltd. | 6,068 | $263.0K | 0.01% | +4,513+290.2% | Added |
| PSI Advisors, LLC | 5,867 | $259.0K | 0.13% | +5,867 | New |
| Envestnet Asset Management Inc | 5,642 | $249.1K | 0.00% | −359−6.0% | Reduced |
| Metropolitan Life Insurance Co | 5,595 | $247.0K | 0.01% | +62+1.1% | Added |
| Montag A & Associates Inc | 5,587 | $246.7K | 0.02% | 00.0% | Unchanged |
| Stevens Capital Management LP | 5,566 | $246.0K | 0.06% | +5,566 | New |
| Hilltop Holdings Inc. | 5,571 | $246.0K | 0.03% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 5,521 | $243.8K | 0.00% | −1,909−25.7% | Reduced |
| Campion Asset Management LLC | 5,435 | $240.0K | 0.23% | +225+4.3% | Added |
| Bridgewealth Advisory Group, LLC | 5,373 | $237.2K | 0.44% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 5,362 | $236.7K | 0.06% | −58−1.1% | Reduced |
| CIBC Asset Management Inc | 5,282 | $233.2K | 0.00% | +572+12.1% | Added |
| US Bancorp | 5,277 | $233.0K | 0.00% | −2,183−29.3% | Reduced |
| Freedom Day Solutions, LLC | 5,239 | $231.3K | 0.11% | −655−11.1% | Reduced |
| Peak Financial Advisors LLC | 5,218 | $230.4K | 0.19% | +828+18.9% | Added |
| Wealthspire Advisors, LLC | 5,205 | $229.8K | 0.00% | −809−13.5% | Reduced |
| Capital City Trust Co | 5,154 | $227.6K | 0.07% | +5,154 | New |
| Lockerman Financial Group, Inc. | 5,150 | $227.4K | 0.63% | 00.0% | Unchanged |
| RB Capital Management, LLC | 5,136 | $226.8K | 0.07% | +58+1.1% | Added |
| TTP Investments, Inc. | 4,956 | $218.8K | 0.18% | −60−1.2% | Reduced |
| IHT Wealth Management, LLC | 4,911 | $216.8K | 0.01% | −310−5.9% | Reduced |
| Merit Financial Group, LLC | 4,894 | $216.1K | 0.01% | −202−4.0% | Reduced |
| 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 |
| Kapitalo Investimentos Ltda | 4,840 | $213.7K | 0.07% | +4,840 | New |
| Powell Investment Advisors, LLC | 4,835 | $213.5K | 0.12% | +3+0.1% | Added |
| Atlantic Union Bankshares Corp | 4,675 | $206.4K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 4,582 | $202.0K | 0.00% | −164−3.5% | Reduced |
| Mastrapasqua Asset Management Inc | 4,542 | $200.5K | 0.02% | +4,542 | New |
| Point72 Middle East FZE | 4,325 | $190.9K | 0.01% | +4,325 | New |
| Signaturefd, LLC | 3,351 | $147.9K | 0.00% | +33+1.0% | Added |
| Belpointe Asset Management LLC | 3,041 | $134.3K | 0.01% | +100+3.4% | Added |
| Whittier Trust Co | 2,974 | $131.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,710 | $119.6K | 0.00% | +441+19.4% | Added |
| Quadrant Capital Group LLC | 2,592 | $114.4K | 0.01% | +405+18.5% | Added |
| Spire Wealth Management | 2,427 | $107.2K | 0.00% | +707+41.1% | Added |
| Wolverine Asset Management LLC | 2,356 | $104.0K | 0.00% | +2,356 | New |
| Ossiam | 2,351 | $103.8K | 0.00% | +858+57.5% | Added |
| Ameritas Advisory Services, LLC | 2,257 | $98.2K | 0.00% | −2,806−55.4% | Reduced |
| Ci Investments Inc. | 1,986 | $88.0K | 0.00% | +157+8.6% | Added |
| Geneos Wealth Management Inc. | 1,945 | $85.9K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,870 | $82.0K | 0.00% | +71+3.9% | Added |
| GWM Advisors LLC | 1,812 | $80.0K | 0.00% | −1,323−42.2% | Reduced |
| Bokf, NA | 1,800 | $79.5K | 0.00% | −9,433−84.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,722 | $76.0K | 0.04% | +117+7.3% | Added |
| West Paces Advisors Inc. | 1,656 | $73.1K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 1,650 | $72.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,507 | $69.0K | 0.00% | −7−0.5% | Reduced |
| Loomis Sayles & Co L P | 1,542 | $68.0K | 0.00% | −1,460−48.6% | Reduced |
| Gradient Investments LLC | 1,507 | $66.5K | 0.00% | −42−2.7% | Reduced |
| Sunbelt Securities, Inc. | 1,230 | $53.3K | 0.01% | +1,230 | New |
| Quintet Private Bank (Europe) S.A. | 1,111 | $53.0K | 0.00% | +1,111 | New |
| CWM, LLC | 1,175 | $52.0K | 0.00% | +83+7.6% | Added |
| Horizons Wealth Management | 1,125 | $49.7K | 0.04% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 1,000 | $44.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 988 | $43.6K | 0.00% | +210+27.0% | Added |
| Ellevest, Inc. | 931 | $41.1K | 0.00% | +103+12.4% | Added |
| Altshuler Shaham Ltd | 923 | $40.8K | 0.00% | +923 | New |
| Resurgent Financial Advisors LLC | 894 | $39.5K | 0.03% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 900 | $39.0K | 0.03% | +900 | New |
| Farther Finance Advisors, LLC | 803 | $35.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 800 | $35.3K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 800 | $35.3K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 658 | $29.0K | 0.00% | +1+0.2% | Added |
| JJJ Advisors Inc. | 601 | $25.6K | 0.01% | +11+1.9% | Added |
| Core Wealth Advisors, Inc. | 522 | $23.0K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 505 | $22.3K | 0.02% | 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 |
| AdvisorNet Financial, Inc | 486 | $21.5K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 481 | $21.2K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 465 | $20.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 435 | $19.2K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 410 | $18.0K | 0.00% | +19+4.9% | Added |
| State of Wyoming | 407 | $18.0K | 0.01% | +5+1.2% | Added |
| Quarry LP | 392 | $17.3K | 0.01% | +392 | New |
| Godsey & Gibb Associates | 375 | $16.6K | 0.00% | +375 | New |
| Hantz Financial Services, Inc. | 365 | $16.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 363 | $15.8K | 0.00% | +289+390.5% | Added |
| Fortis Capital Advisors, LLC | 355 | $15.7K | 0.01% | −300−45.8% | Reduced |
| Covestor Ltd | 326 | $14.0K | 0.01% | −15−4.4% | Reduced |
| Tradition Wealth Management, LLC | 318 | $14.0K | 0.00% | +118+59.0% | Added |
| Riverview Trust Co | 316 | $14.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 300 | $13.2K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 298 | $13.2K | 0.00% | +68+29.6% | Added |
| BerganKDV Wealth Management, LLC | 298 | $13.2K | 0.00% | −997−77.0% | Reduced |
| Johnson Midwest Financial, LLC | 287 | $12.7K | 0.02% | +2+0.7% | Added |
| JNBA Financial Advisors | 279 | $12.3K | 0.00% | 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 |