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, Q2 2023
Institutional positions in NNN REIT, Inc. as of Jun 30, 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
- +3 vs. Q1 2023
- Shares held
- 162.7M
- +814.4K (+0.5%) vs. Q1 2023
- Total value
- $6.98B
- −$166.8M (−2.3%) vs. Q1 2023
- New holders
- 43
- 169 more added
- Sold out
- 40
- 144 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding NNN REIT, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baker Avenue Asset Management, LP | 12 | $513 | 0.00% | +12 | New |
| 25 LLC | 12 | $519 | 0.00% | +12 | New |
| Washington Trust Co | 15 | $642 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 15 | $642 | 0.00% | +15 | New |
| Venturi Wealth Management, LLC | 15 | $642 | 0.00% | +15 | New |
| Harbor Investment Advisory, LLC | 19 | $813 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 22 | $941 | 0.00% | +22 | New |
| Financial Management Professionals, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 36 | $1.54K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 51 | $2.16K | 0.00% | +1+2.0% | Added |
| Retirement Group, LLC | 51 | $2.17K | 0.00% | +1+2.0% | Added |
| Earnest Partners LLC | 58 | $2.48K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 64 | $2.74K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 64 | $2.74K | 0.00% | +12+23.1% | Added |
| Stonebridge Capital Advisors LLC | 79 | $3.38K | 0.00% | +79 | New |
| Farmers & Merchants Investments Inc | 80 | $3.42K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 85 | $3.64K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 124 | $4.00K | 0.00% | +24+24.0% | Added |
| Aspire Private Capital, LLC | 95 | $4.07K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $4.28K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 117 | $5.01K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 148 | $6.35K | 0.00% | +46+45.1% | Added |
| Massmutual Trust Co FSB | 159 | $6.80K | 0.00% | +6+3.9% | Added |
| Pinnacle Bancorp, Inc. | 179 | $7.66K | 0.00% | −256−58.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 180 | $7.70K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 198 | $8.47K | 0.00% | +127+178.9% | Added |
| Tradition Wealth Management, LLC | 202 | $9.00K | 0.00% | −116−36.5% | Reduced |
| HM Payson & Co | 215 | $9.20K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 222 | $9.50K | 0.00% | −300−57.5% | Reduced |
| Larson Financial Group LLC | 225 | $9.63K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 230 | $9.86K | 0.00% | +230 | New |
| Stephens Consulting, LLC | 240 | $10.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 257 | $11.0K | 0.00% | −153−37.3% | Reduced |
| Jones Financial Companies LLLP | 260 | $11.1K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 260 | $11.1K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 271 | $11.6K | 0.01% | +271 | New |
| JNBA Financial Advisors | 279 | $11.9K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 289 | $12.4K | 0.01% | +2+0.7% | Added |
| AllSquare Wealth Management LLC | 300 | $12.7K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 301 | $12.9K | 0.00% | +3+1.0% | Added |
| Riverview Trust Co | 316 | $13.5K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 334 | $14.3K | 0.01% | +334 | New |
| Global Retirement Partners, LLC | 347 | $14.8K | 0.00% | −16−4.4% | Reduced |
| Hantz Financial Services, Inc. | 365 | $16.0K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 375 | $16.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 413 | $17.7K | 0.00% | +115+38.6% | Added |
| Allianz Asset Management GmbH | 463,203 | $19.8K | 0.00% | +231,516+99.9% | Added |
| Bogart Wealth, LLC | 465 | $19.9K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 475 | $20.3K | 0.01% | −25−5.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 481 | $20.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 486 | $20.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $21.4K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 500 | $21.4K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 500 | $21.4K | 0.01% | +500 | New |
| State of Wyoming | 501 | $21.4K | 0.01% | +94+23.1% | Added |
| Western Pacific Wealth Management, LP | 505 | $21.6K | 0.02% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 530 | $22.7K | 0.00% | −1,826−77.5% | Reduced |
| Quarry LP | 690 | $29.5K | 0.02% | +298+76.0% | Added |
| Versant Capital Management, Inc | 800 | $34.2K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 800 | $34.2K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 835 | $35.7K | 0.00% | −88−9.5% | Reduced |
| Farther Finance Advisors, LLC | 844 | $36.1K | 0.01% | +41+5.1% | Added |
| JJJ Advisors Inc. | 867 | $37.1K | 0.01% | +266+44.3% | Added |
| Resurgent Financial Advisors LLC | 894 | $38.3K | 0.03% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 1,000 | $42.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,057 | $45.0K | 0.03% | +731+224.2% | Added |
| Horizons Wealth Management | 1,125 | $48.1K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,177 | $50.4K | 0.00% | +189+19.1% | Added |
| Quintet Private Bank (Europe) S.A. | 1,196 | $51.3K | 0.00% | +85+7.7% | Added |
| Sunbelt Securities, Inc. | 1,230 | $52.6K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,416 | $61.0K | 0.00% | −4,652−76.7% | Reduced |
| Loomis Sayles & Co L P | 1,453 | $62.0K | 0.00% | −89−5.8% | Reduced |
| Central Trust Co | 1,650 | $70.6K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,656 | $70.9K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,724 | $73.8K | 0.04% | +2+0.1% | Added |
| Bokf, NA | 1,800 | $77.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,812 | $77.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,945 | $83.2K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 1,962 | $84.0K | 0.00% | −14,543−88.1% | Reduced |
| Ci Investments Inc. | 2,129 | $91.0K | 0.00% | +143+7.2% | Added |
| Spire Wealth Management | 2,227 | $95.3K | 0.00% | −200−8.2% | Reduced |
| Signaturefd, LLC | 2,237 | $95.7K | 0.00% | −1,114−33.2% | Reduced |
| CWM, LLC | 2,306 | $99.0K | 0.00% | +1,131+96.3% | Added |
| Alaska Permanent Fund Corp | 2,753 | $117.8K | 0.00% | +2,753 | New |
| Parallel Advisors, LLC | 2,843 | $121.7K | 0.00% | +133+4.9% | Added |
| Whittier Trust Co | 2,974 | $127.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,210 | $137.4K | 0.01% | +618+23.8% | Added |
| Lazard Asset Management LLC | 4,383 | $187.0K | 0.00% | +2,513+134.4% | Added |
| Shell Asset Management Co | 4,440 | $190.0K | 0.01% | +4,440 | New |
| Point72 Asset Management, L.P. | 4,728 | $202.3K | 0.00% | +4,728 | New |
| TTP Investments, Inc. | 4,795 | $205.2K | 0.14% | −161−3.2% | Reduced |
| Mercer Global Advisors Inc | 4,843 | $207.0K | 0.00% | +261+5.7% | Added |
| Powell Investment Advisors, LLC | 4,838 | $207.0K | 0.12% | +3+0.1% | Added |
| Advisor Partners II, LLC | 4,920 | $210.5K | 0.01% | +60+1.2% | Added |
| RB Capital Management, LLC | 5,054 | $216.3K | 0.07% | −82−1.6% | Reduced |
| Duncker Streett & Co Inc | 5,056 | $216.3K | 0.05% | −306−5.7% | Reduced |
| Lockerman Financial Group, Inc. | 5,150 | $220.4K | 0.61% | 00.0% | Unchanged |
| Capital City Trust Co | 5,154 | $220.5K | 0.07% | 00.0% | Unchanged |
| Gradient Investments LLC | 5,164 | $221.0K | 0.01% | +3,657+242.7% | Added |
| US Bancorp | 5,180 | $221.7K | 0.00% | −97−1.8% | Reduced |