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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 6,780 | $290.1K | 0.00% | −93−1.4% | Reduced |
| Brinker Capital Investments, LLC | 6,760 | $289.3K | 0.00% | −137−2.0% | Reduced |
| Orion Portfolio Solutions, LLC | 6,760 | $289.3K | 0.00% | −137−2.0% | Reduced |
| Private Advisor Group, LLC | 6,636 | $283.9K | 0.00% | −77−1.1% | Reduced |
| Avantax Advisory Services, Inc. | 6,601 | $282.5K | 0.00% | +392+6.3% | Added |
| IFP Advisors, Inc | 8,955 | $282.5K | 0.01% | −525−5.5% | Reduced |
| HBK Sorce Advisory LLC | 6,550 | $280.3K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 6,520 | $279.0K | 0.14% | +311+5.0% | Added |
| Private Trust Co NA | 6,517 | $278.9K | 0.04% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 6,500 | $278.1K | 0.00% | +858+15.2% | Added |
| Schnieders Capital Management LLC | 6,459 | $276.4K | 0.06% | +300+4.9% | Added |
| Allworth Financial LP | 6,367 | $272.4K | 0.00% | +49+0.8% | Added |
| Commerce Bank | 6,347 | $271.6K | 0.00% | −905−12.5% | Reduced |
| Principle Wealth Partners LLC | 6,310 | $270.0K | 0.03% | 00.0% | Unchanged |
| Brown Advisory Inc | 6,269 | $268.3K | 0.00% | −530−7.8% | Reduced |
| Van Hulzen Asset Management, LLC | 6,088 | $261.0K | 0.02% | +6,088 | New |
| Davenport & Co LLC | 6,062 | $259.4K | 0.00% | −708−10.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,039 | $258.4K | 0.01% | −338−5.3% | Reduced |
| Peak Financial Advisors LLC | 5,888 | $251.9K | 0.20% | +670+12.8% | Added |
| PSI Advisors, LLC | 5,867 | $251.0K | 0.11% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 5,854 | $250.5K | 0.01% | +960+19.6% | Added |
| Hilltop Holdings Inc. | 5,831 | $249.5K | 0.03% | +260+4.7% | Added |
| Profund Advisors LLC | 5,606 | $239.9K | 0.01% | −755−11.9% | Reduced |
| Montag A & Associates Inc | 5,587 | $239.1K | 0.01% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 5,577 | $238.6K | 0.01% | −1,623−22.5% | Reduced |
| Metropolitan Life Insurance Co | 5,562 | $238.0K | 0.01% | −33−0.6% | Reduced |
| Moors & Cabot, Inc. | 5,549 | $237.4K | 0.02% | −2,972−34.9% | Reduced |
| Huntington National Bank | 5,457 | $233.5K | 0.00% | −915−14.4% | Reduced |
| Ossiam | 5,383 | $230.3K | 0.00% | +3,032+129.0% | Added |
| Bridgewealth Advisory Group, LLC | 5,373 | $229.9K | 0.37% | 00.0% | Unchanged |
| Campion Asset Management LLC | 5,335 | $228.3K | 0.20% | −100−1.8% | Reduced |
| CIBC Asset Management Inc | 5,282 | $226.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,180 | $221.7K | 0.00% | −97−1.8% | Reduced |
| Gradient Investments LLC | 5,164 | $221.0K | 0.01% | +3,657+242.7% | Added |
| Capital City Trust Co | 5,154 | $220.5K | 0.07% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 5,150 | $220.4K | 0.61% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 5,056 | $216.3K | 0.05% | −306−5.7% | Reduced |
| RB Capital Management, LLC | 5,054 | $216.3K | 0.07% | −82−1.6% | Reduced |
| Advisor Partners II, LLC | 4,920 | $210.5K | 0.01% | +60+1.2% | Added |
| Powell Investment Advisors, LLC | 4,838 | $207.0K | 0.12% | +3+0.1% | Added |
| Mercer Global Advisors Inc | 4,843 | $207.0K | 0.00% | +261+5.7% | Added |
| TTP Investments, Inc. | 4,795 | $205.2K | 0.14% | −161−3.2% | Reduced |
| Point72 Asset Management, L.P. | 4,728 | $202.3K | 0.00% | +4,728 | New |
| Shell Asset Management Co | 4,440 | $190.0K | 0.01% | +4,440 | New |
| Lazard Asset Management LLC | 4,383 | $187.0K | 0.00% | +2,513+134.4% | Added |
| Quadrant Capital Group LLC | 3,210 | $137.4K | 0.01% | +618+23.8% | Added |
| Whittier Trust Co | 2,974 | $127.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,843 | $121.7K | 0.00% | +133+4.9% | Added |
| Alaska Permanent Fund Corp | 2,753 | $117.8K | 0.00% | +2,753 | New |
| CWM, LLC | 2,306 | $99.0K | 0.00% | +1,131+96.3% | Added |
| Signaturefd, LLC | 2,237 | $95.7K | 0.00% | −1,114−33.2% | Reduced |
| Spire Wealth Management | 2,227 | $95.3K | 0.00% | −200−8.2% | Reduced |
| Ci Investments Inc. | 2,129 | $91.0K | 0.00% | +143+7.2% | Added |
| Twin Tree Management, LP | 1,962 | $84.0K | 0.00% | −14,543−88.1% | Reduced |
| Geneos Wealth Management Inc. | 1,945 | $83.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,812 | $77.5K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 1,800 | $77.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,724 | $73.8K | 0.04% | +2+0.1% | Added |
| West Paces Advisors Inc. | 1,656 | $70.9K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 1,650 | $70.6K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,453 | $62.0K | 0.00% | −89−5.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,416 | $61.0K | 0.00% | −4,652−76.7% | Reduced |
| Sunbelt Securities, Inc. | 1,230 | $52.6K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 1,196 | $51.3K | 0.00% | +85+7.7% | Added |
| Fifth Third Bancorp | 1,177 | $50.4K | 0.00% | +189+19.1% | Added |
| Horizons Wealth Management | 1,125 | $48.1K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 1,057 | $45.0K | 0.03% | +731+224.2% | Added |
| Cowen Prime Advisors LLC | 1,000 | $42.8K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 894 | $38.3K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 867 | $37.1K | 0.01% | +266+44.3% | Added |
| Farther Finance Advisors, LLC | 844 | $36.1K | 0.01% | +41+5.1% | Added |
| Altshuler Shaham Ltd | 835 | $35.7K | 0.00% | −88−9.5% | Reduced |
| Versant Capital Management, Inc | 800 | $34.2K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 800 | $34.2K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 690 | $29.5K | 0.02% | +298+76.0% | Added |
| Wolverine Asset Management LLC | 530 | $22.7K | 0.00% | −1,826−77.5% | Reduced |
| Western Pacific Wealth Management, LP | 505 | $21.6K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 501 | $21.4K | 0.01% | +94+23.1% | Added |
| 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 |
| AdvisorNet Financial, Inc | 486 | $20.8K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 481 | $20.6K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 475 | $20.3K | 0.01% | −25−5.0% | Reduced |
| Bogart Wealth, LLC | 465 | $19.9K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 463,203 | $19.8K | 0.00% | +231,516+99.9% | Added |
| Lindbrook Capital, LLC | 413 | $17.7K | 0.00% | +115+38.6% | Added |
| Godsey & Gibb Associates | 375 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 365 | $16.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 347 | $14.8K | 0.00% | −16−4.4% | Reduced |
| VisionPoint Advisory Group, LLC | 334 | $14.3K | 0.01% | +334 | New |
| Riverview Trust Co | 316 | $13.5K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 301 | $12.9K | 0.00% | +3+1.0% | Added |
| AllSquare Wealth Management LLC | 300 | $12.7K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 289 | $12.4K | 0.01% | +2+0.7% | Added |
| JNBA Financial Advisors | 279 | $11.9K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 271 | $11.6K | 0.01% | +271 | New |
| Jones Financial Companies LLLP | 260 | $11.1K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 260 | $11.1K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 257 | $11.0K | 0.00% | −153−37.3% | Reduced |