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Livermore
ZHEN

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.

Institutional holdersQ2 2023: 432 institutions
Q1 2021: 379 institutionsQ2 2021: 403 institutionsQ3 2021: 404 institutionsQ4 2021: 420 institutionsQ1 2022: 406 institutionsQ2 2022: 418 institutionsQ3 2022: 413 institutionsQ4 2022: 430 institutionsQ1 2023: 432 institutionsQ2 2023: 432 institutionsQ3 2023: 408 institutionsQ4 2023: 444 institutionsQ1 2024: 448 institutionsQ2 2024: 458 institutionsQ3 2024: 499 institutionsQ4 2024: 489 institutionsQ1 2025: 482 institutionsQ2 2025: 483 institutionsQ3 2025: 507 institutionsQ4 2025: 523 institutionsQ1 2026: 545 institutionsQ2 2026: 605 institutions
Value heldQ2 2023: $6.98B
Q1 2021: $6.87BQ2 2021: $7.31BQ3 2021: $6.53BQ4 2021: $7.46BQ1 2022: $7.16BQ2 2022: $6.62BQ3 2022: $6.33BQ4 2022: $7.45BQ1 2023: $7.15BQ2 2023: $6.98BQ3 2023: $5.71BQ4 2023: $7.07BQ1 2024: $7.05BQ2 2024: $7.06BQ3 2024: $8.21BQ4 2024: $7.04BQ1 2025: $7.26BQ2 2025: $7.25BQ3 2025: $7.22BQ4 2025: $6.94BQ1 2026: $7.51BQ2 2026: $8.89B
Institutions holding NNN and their total value by quarter
QuarterHoldersValue
Q2 2026605$8.89B
Q1 2026545$7.51B
Q4 2025523$6.94B
Q3 2025507$7.22B
Q2 2025483$7.25B
Q1 2025482$7.26B
Q4 2024489$7.04B
Q3 2024499$8.21B
Q2 2024458$7.06B
Q1 2024448$7.05B
Q4 2023444$7.07B
Q3 2023408$5.71B
Q2 2023432$6.98B
Q1 2023432$7.15B
Q4 2022430$7.45B
Q3 2022413$6.33B
Q2 2022418$6.62B
Q1 2022406$7.16B
Q4 2021420$7.46B
Q3 2021404$6.53B
Q2 2021403$7.31B
Q1 2021379$6.87B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding NNN REIT, Inc.; share changes are against Q1 2023.

Institutions holding NNN in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
CIBC Asset Management Inc5,282$226.0K0.00%00.0%Unchanged
Campion Asset Management LLC5,335$228.3K0.20%−100−1.8%Reduced
Bridgewealth Advisory Group, LLC5,373$229.9K0.37%00.0%Unchanged
Ossiam5,383$230.3K0.00%+3,032+129.0%Added
Huntington National Bank5,457$233.5K0.00%−915−14.4%Reduced
Moors & Cabot, Inc.5,549$237.4K0.02%−2,972−34.9%Reduced
Metropolitan Life Insurance Co5,562$238.0K0.01%−33−0.6%Reduced
Mission Wealth Management, LP5,577$238.6K0.01%−1,623−22.5%Reduced
Montag A & Associates Inc5,587$239.1K0.01%00.0%Unchanged
Profund Advisors LLC5,606$239.9K0.01%−755−11.9%Reduced
Hilltop Holdings Inc.5,831$249.5K0.03%+260+4.7%Added
Merit Financial Group, LLC5,854$250.5K0.01%+960+19.6%Added
PSI Advisors, LLC5,867$251.0K0.11%00.0%Unchanged
Peak Financial Advisors LLC5,888$251.9K0.20%+670+12.8%Added
Vestmark Advisory Solutions, Inc.6,039$258.4K0.01%−338−5.3%Reduced
Davenport & Co LLC6,062$259.4K0.00%−708−10.5%Reduced
Van Hulzen Asset Management, LLC6,088$261.0K0.02%+6,088New
Brown Advisory Inc6,269$268.3K0.00%−530−7.8%Reduced
Principle Wealth Partners LLC6,310$270.0K0.03%00.0%Unchanged
Commerce Bank6,347$271.6K0.00%−905−12.5%Reduced
Allworth Financial LP6,367$272.4K0.00%+49+0.8%Added
Schnieders Capital Management LLC6,459$276.4K0.06%+300+4.9%Added
Envestnet Asset Management Inc6,500$278.1K0.00%+858+15.2%Added
Private Trust Co NA6,517$278.9K0.04%00.0%Unchanged
Carmel Capital Partners, LLC6,520$279.0K0.14%+311+5.0%Added
HBK Sorce Advisory LLC6,550$280.3K0.01%00.0%Unchanged
IFP Advisors, Inc8,955$282.5K0.01%−525−5.5%Reduced
Avantax Advisory Services, Inc.6,601$282.5K0.00%+392+6.3%Added
Private Advisor Group, LLC6,636$283.9K0.00%−77−1.1%Reduced
Brinker Capital Investments, LLC6,760$289.3K0.00%−137−2.0%Reduced
Orion Portfolio Solutions, LLC6,760$289.3K0.00%−137−2.0%Reduced
Panagora Asset Management Inc6,780$290.1K0.00%−93−1.4%Reduced
Morningstar Investment Management LLC6,805$291.0K0.04%+6,805New
Golden State Equity Partners6,823$292.0K0.08%+6,823New
Wetherby Asset Management Inc6,834$292.4K0.02%+176+2.6%Added
Resources Investment Advisors, LLC.6,876$294.2K0.01%+154+2.3%Added
Versor Investments LP6,885$294.6K0.05%+6,885New
Atria Wealth Solutions, Inc.7,064$302.3K0.00%−629−8.2%Reduced
Gotham Asset Management, LLC7,123$304.8K0.01%+139+2.0%Added
Albert D Mason Inc7,205$308.0K0.21%−17−0.2%Reduced
CWM Advisors, LLC7,434$318.1K0.04%+1,249+20.2%Added
Cedrus LLC7,456$319.0K0.23%+175+2.4%Added
First National Trust Co7,459$319.2K0.01%00.0%Unchanged
Cambria Investment Management, L.P.7,600$325.2K0.03%−800−9.5%Reduced
Level Four Advisory Services, LLC7,709$329.9K0.02%+453+6.2%Added
Concentric Wealth Management, LLC7,725$330.6K0.11%00.0%Unchanged
Norinchukin Bank, The8,528$364.9K0.01%−114−1.3%Reduced
Gables Capital Management Inc.8,550$365.9K0.24%+200+2.4%Added
Intrua Financial, LLC8,557$366.1K0.07%+240+2.9%Added
GW Henssler & Associates Ltd8,801$376.6K0.02%−2,400−21.4%Reduced
Pathstone Family Office, LLC8,685$377.9K0.01%+206+2.4%Added
Northwestern Mutual Wealth Management Co8,880$380.0K0.00%+1,570+21.5%Added
Shelton Capital Management8,946$382.8K0.01%−358−3.8%Reduced
Romano Brothers and Company9,070$388.1K0.06%−300−3.2%Reduced
First National Bank of Mount Dora, Trust Investment Services9,086$388.8K0.11%−159−1.7%Reduced
Virtu Financial LLC9,131$391.0K0.03%+2,997+48.9%Added
MQS Management LLC9,400$402.2K0.27%−12,029−56.1%Reduced
Mirabella Financial Services LLP9,521$407.4K0.05%−2,942−23.6%Reduced
Sterling Investment Counsel, LLC9,545$408.4K0.22%00.0%Unchanged
Community Capital Management, Inc.9,800$419.3K0.58%00.0%Unchanged
XTX Topco Ltd10,036$429.4K0.08%+10,036New
Essex Financial Services, Inc.10,349$442.8K0.05%+740+7.7%Added
Metis Global Partners, LLC10,373$443.9K0.02%+10,373New
Continuum Advisory, LLC10,423$446.0K0.07%+195+1.9%Added
Brown Brothers Harriman & Co10,620$454.4K0.00%00.0%Unchanged
Boothbay Fund Management, LLC10,717$458.6K0.02%+10,717New
KC Investment Advisors, LLC10,829$463.4K0.31%+10,829New
Bristlecone Advisors, LLC10,865$464.9K0.05%00.0%Unchanged
Wolverine Trading, LLC10,902$467.3K0.01%+1,733+18.9%Added
Verition Fund Management LLC11,133$476.4K0.01%+2,033+22.3%Added
SC&H Financial Advisors, Inc.11,151$477.2K0.16%00.0%Unchanged
First Financial Bank - Trust Division11,394$487.5K0.05%−317−2.7%Reduced
Raymond James Trust N.A.11,437$489.0K0.01%+479+4.4%Added
EHP Funds Inc.11,700$500.6K0.14%00.0%Unchanged
Jackson Creek Investment Advisors LLC11,819$506.0K0.20%−155−1.3%Reduced
Penserra Capital Management LLC12,066$516.0K0.01%+780+6.9%Added
Summit X, LLC12,169$520.8K0.13%+221+1.8%Added
Veritable, L.P.12,307$526.6K0.01%+4,115+50.2%Added
Mitsubishi UFJ Trust & Banking Corp12,482$534.1K0.00%−3,865−23.6%Reduced
Sherbrooke Park Advisers LLC12,623$540.1K0.28%+6,630+110.6%Added
DuPont Capital Management Corp12,624$540.2K0.03%−1,146−8.3%Reduced
Prossimo Advisors, LLC12,929$553.0K0.53%+12,929New
Iat Reinsurance Co Ltd.13,000$556.3K0.11%00.0%Unchanged
The PNC Financial Services Group, Inc.13,090$560.1K0.00%−896−6.4%Reduced
Bartlett & Co. Wealth Management LLC13,100$560.5K0.01%+13,100New
Bartlett & Co. LLC13,100$561.0K0.01%+13,100New
Engineers Gate Manager LP13,248$566.9K0.02%+13,248New
Steward Partners Investment Advisory, LLC13,404$573.6K0.01%−20.0%Reduced
Cetera Advisors LLC13,605$582.1K0.01%+1,224+9.9%Added
Maryland State Retirement & Pension System13,755$588.6K0.01%00.0%Unchanged
Glenmede Trust Co NA13,339$588.9K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.14,177$607.0K0.02%+362+2.6%Added
Bank of Nova Scotia14,255$610.0K0.00%+989+7.5%Added
Measured Wealth Private Client Group, LLC14,320$612.8K0.23%+2,115+17.3%Added
Spouting Rock Asset Management, LLC14,324$612.9K0.22%00.0%Unchanged
C2C Wealth Management, LLC14,280$615.1K0.08%−630−4.2%Reduced
Dynamic Technology Lab Private Ltd14,700$629.0K0.08%+14,700New
JustInvest LLC14,896$637.4K0.02%−6,317−29.8%Reduced
Sigma Planning Corp15,146$648.1K0.02%−2,510−14.2%Reduced
HighTower Advisors, LLC15,494$664.0K0.00%−386−2.4%Reduced