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, Q3 2023
Institutional positions in NNN REIT, Inc. as of Sep 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
- 408
- −21 vs. Q2 2023
- Shares held
- 161.7M
- −989.1K (−0.6%) vs. Q2 2023
- Total value
- $5.71B
- −$1.26B (−18.1%) vs. Q2 2023
- New holders
- 43
- 177 more added
- Sold out
- 64
- 125 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding NNN REIT, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 4 | $141 | 0.00% | −18−81.8% | Reduced |
| Parkside Financial Bank & Trust | 10 | $354 | 0.00% | −5−33.3% | Reduced |
| Harbor Investment Advisory, LLC | 13 | $459 | 0.00% | −6−31.6% | Reduced |
| Washington Trust Co | 15 | $530 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 21 | $742 | 0.00% | +21 | New |
| Bell Investment Advisors, Inc | 27 | $955 | 0.00% | −37−57.8% | Reduced |
| M&R Capital Management Inc | 36 | $1.27K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 50 | $1.77K | 0.00% | −1−2.0% | Reduced |
| Retirement Group, LLC | 51 | $1.81K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 58 | $2.05K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 63 | $2.23K | 0.00% | +48+320.0% | Added |
| Prestige Wealth Management Group LLC | 64 | $2.26K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $2.83K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 95 | $3.36K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 96 | $3.39K | 0.00% | +96 | New |
| Cape Investment Advisory, Inc. | 100 | $3.53K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 139 | $4.00K | 0.00% | +15+12.1% | Added |
| Authentikos Wealth Advisory, LLC | 118 | $4.17K | 0.00% | +118 | New |
| Bessemer Group Inc | 123 | $5.00K | 0.00% | −134−52.1% | Reduced |
| Baker Avenue Asset Management, LP | 147 | $5.20K | 0.00% | +135+1,125.0% | Added |
| Rosenberg Matthew Hamilton | 148 | $5.25K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 165 | $5.83K | 0.00% | −95−36.5% | Reduced |
| Massmutual Trust Co FSB | 169 | $5.97K | 0.00% | +10+6.3% | Added |
| Pinnacle Bancorp, Inc. | 179 | $6.33K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 180 | $6.36K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 198 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 202 | $7.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 200 | $7.07K | 0.00% | +200 | New |
| HM Payson & Co | 215 | $7.60K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 222 | $7.85K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 224 | $7.93K | 0.00% | +224 | New |
| Larson Financial Group LLC | 225 | $7.95K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 240 | $8.48K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 200 | $9.15K | 0.00% | −30−13.0% | Reduced |
| JNBA Financial Advisors | 279 | $9.86K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 291 | $10.3K | 0.02% | +2+0.7% | Added |
| AllSquare Wealth Management LLC | 300 | $10.6K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 300 | $10.6K | 0.01% | +300 | New |
| Hantz Financial Services, Inc. | 365 | $13.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 409 | $14.0K | 0.00% | −1,044−71.9% | Reduced |
| Lindbrook Capital, LLC | 426 | $15.1K | 0.00% | +13+3.1% | Added |
| Bogart Wealth, LLC | 447 | $15.8K | 0.00% | −18−3.9% | Reduced |
| WR Wealth Planners, LLC | 475 | $16.8K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 481 | $17.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 486 | $17.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 488 | $17.2K | 0.01% | −202−29.3% | Reduced |
| North Star Investment Management Corp. | 500 | $17.7K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 500 | $17.7K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 505 | $17.8K | 0.01% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 17,008 | $18.3K | 0.01% | +17,008 | New |
| Salomon & Ludwin, LLC | 535 | $18.9K | 0.00% | +535 | New |
| Group One Trading, L.P. | 627 | $22.2K | 0.00% | +627 | New |
| VisionPoint Advisory Group, LLC | 692 | $24.5K | 0.01% | +358+107.2% | Added |
| Altshuler Shaham Ltd | 710 | $25.1K | 0.00% | −125−15.0% | Reduced |
| Key Financial Inc | 800 | $28.3K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 810 | $28.6K | 0.01% | +10+1.3% | Added |
| Sunbelt Securities, Inc. | 830 | $29.3K | 0.00% | −400−32.5% | Reduced |
| Global Retirement Partners, LLC | 859 | $30.1K | 0.00% | +512+147.6% | Added |
| Fifth Third Bancorp | 900 | $31.8K | 0.00% | −277−23.5% | Reduced |
| Resurgent Financial Advisors LLC | 929 | $32.8K | 0.02% | +35+3.9% | Added |
| JJJ Advisors Inc. | 977 | $34.5K | 0.01% | +110+12.7% | Added |
| Covestor Ltd | 1,061 | $38.0K | 0.03% | +4+0.4% | Added |
| Horizons Wealth Management | 1,125 | $39.8K | 0.03% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,191 | $42.0K | 0.00% | −225−15.9% | Reduced |
| Quintet Private Bank (Europe) S.A. | 1,199 | $42.4K | 0.00% | +3+0.3% | Added |
| Central Trust Co | 1,650 | $58.3K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,656 | $58.5K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,728 | $61.1K | 0.03% | +4+0.2% | Added |
| GWM Advisors LLC | 1,812 | $64.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 1,800 | $65.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,945 | $68.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,066 | $73.0K | 0.01% | +1,222+144.8% | Added |
| Ci Investments Inc. | 2,136 | $75.0K | 0.00% | +7+0.3% | Added |
| Spire Wealth Management | 2,227 | $78.7K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,304 | $81.0K | 0.01% | +2,304 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2,415 | $85.3K | 0.05% | +2,415 | New |
| Alaska Permanent Fund Corp | 2,711 | $95.8K | 0.00% | −42−1.5% | Reduced |
| Parallel Advisors, LLC | 2,859 | $101.0K | 0.00% | +16+0.6% | Added |
| KBC Group NV | 2,940 | $104.0K | 0.00% | +2,940 | New |
| Whittier Trust Co | 2,974 | $105.1K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,014 | $106.5K | 0.02% | +2,513+501.6% | Added |
| Northwestern Mutual Wealth Management Co | 3,469 | $122.6K | 0.00% | −5,411−60.9% | Reduced |
| Montag A & Associates Inc | 3,613 | $127.7K | 0.01% | −1,974−35.3% | Reduced |
| Quadrant Capital Group LLC | 4,363 | $154.2K | 0.02% | +1,153+35.9% | Added |
| CWM, LLC | 4,392 | $155.0K | 0.00% | +2,086+90.5% | Added |
| Brown Brothers Harriman & Co | 4,400 | $155.5K | 0.00% | −6,220−58.6% | Reduced |
| Signaturefd, LLC | 4,419 | $156.2K | 0.00% | +2,182+97.5% | Added |
| Duncker Streett & Co Inc | 5,056 | $178.7K | 0.04% | 00.0% | Unchanged |
| US Bancorp | 5,195 | $183.6K | 0.00% | +15+0.3% | Added |
| Gradient Investments LLC | 5,230 | $184.8K | 0.00% | +66+1.3% | Added |
| Shell Asset Management Co | 5,356 | $189.0K | 0.01% | +916+20.6% | Added |
| Huntington National Bank | 5,457 | $192.8K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,601 | $197.9K | 0.01% | +39+0.7% | Added |
| Advisory Services Network, LLC | 5,609 | $198.2K | 0.01% | −18,485−76.7% | Reduced |
| Impact Partnership Wealth, LLC | 5,745 | $203.1K | 0.06% | +5,745 | New |
| Ossiam | 5,752 | $203.3K | 0.00% | +369+6.9% | Added |
| Resources Investment Advisors, LLC. | 5,829 | $206.0K | 0.00% | −1,047−15.2% | Reduced |
| Hilltop Holdings Inc. | 5,926 | $209.4K | 0.03% | +95+1.6% | Added |
| PSI Advisors, LLC | 5,952 | $210.3K | 0.09% | +85+1.4% | Added |