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 |
|---|---|---|---|---|---|
| Morningstar Investment Management LLC | 6,805 | $240.0K | 0.03% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 6,743 | $238.3K | 0.01% | −91−1.3% | Reduced |
| Kapitalo Investimentos Ltda | 6,718 | $237.4K | 0.03% | −9,357−58.2% | Reduced |
| Avantax Advisory Services, Inc. | 6,684 | $236.2K | 0.00% | +83+1.3% | Added |
| HBK Sorce Advisory LLC | 6,550 | $231.5K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 6,517 | $230.3K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,404 | $226.3K | 0.01% | −32,278−83.4% | Reduced |
| Jump Financial, LLC | 6,000 | $212.0K | 0.01% | −10,032−62.6% | Reduced |
| PSI Advisors, LLC | 5,952 | $210.3K | 0.09% | +85+1.4% | Added |
| Hilltop Holdings Inc. | 5,926 | $209.4K | 0.03% | +95+1.6% | Added |
| Resources Investment Advisors, LLC. | 5,829 | $206.0K | 0.00% | −1,047−15.2% | Reduced |
| Ossiam | 5,752 | $203.3K | 0.00% | +369+6.9% | Added |
| Impact Partnership Wealth, LLC | 5,745 | $203.1K | 0.06% | +5,745 | New |
| Advisory Services Network, LLC | 5,609 | $198.2K | 0.01% | −18,485−76.7% | Reduced |
| Metropolitan Life Insurance Co | 5,601 | $197.9K | 0.01% | +39+0.7% | Added |
| Huntington National Bank | 5,457 | $192.8K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 5,356 | $189.0K | 0.01% | +916+20.6% | Added |
| Gradient Investments LLC | 5,230 | $184.8K | 0.00% | +66+1.3% | Added |
| US Bancorp | 5,195 | $183.6K | 0.00% | +15+0.3% | Added |
| Duncker Streett & Co Inc | 5,056 | $178.7K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,419 | $156.2K | 0.00% | +2,182+97.5% | Added |
| Brown Brothers Harriman & Co | 4,400 | $155.5K | 0.00% | −6,220−58.6% | Reduced |
| CWM, LLC | 4,392 | $155.0K | 0.00% | +2,086+90.5% | Added |
| Quadrant Capital Group LLC | 4,363 | $154.2K | 0.02% | +1,153+35.9% | Added |
| Montag A & Associates Inc | 3,613 | $127.7K | 0.01% | −1,974−35.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,469 | $122.6K | 0.00% | −5,411−60.9% | Reduced |
| State of Wyoming | 3,014 | $106.5K | 0.02% | +2,513+501.6% | Added |
| Whittier Trust Co | 2,974 | $105.1K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,940 | $104.0K | 0.00% | +2,940 | New |
| Parallel Advisors, LLC | 2,859 | $101.0K | 0.00% | +16+0.6% | Added |
| Alaska Permanent Fund Corp | 2,711 | $95.8K | 0.00% | −42−1.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,415 | $85.3K | 0.05% | +2,415 | New |
| NBC Securities, Inc. | 2,304 | $81.0K | 0.01% | +2,304 | New |
| Spire Wealth Management | 2,227 | $78.7K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,136 | $75.0K | 0.00% | +7+0.3% | Added |
| Farther Finance Advisors, LLC | 2,066 | $73.0K | 0.01% | +1,222+144.8% | Added |
| Geneos Wealth Management Inc. | 1,945 | $68.7K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 1,800 | $65.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,812 | $64.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,728 | $61.1K | 0.03% | +4+0.2% | Added |
| West Paces Advisors Inc. | 1,656 | $58.5K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 1,650 | $58.3K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 1,199 | $42.4K | 0.00% | +3+0.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,191 | $42.0K | 0.00% | −225−15.9% | Reduced |
| Horizons Wealth Management | 1,125 | $39.8K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 1,061 | $38.0K | 0.03% | +4+0.4% | Added |
| JJJ Advisors Inc. | 977 | $34.5K | 0.01% | +110+12.7% | Added |
| Resurgent Financial Advisors LLC | 929 | $32.8K | 0.02% | +35+3.9% | Added |
| Fifth Third Bancorp | 900 | $31.8K | 0.00% | −277−23.5% | Reduced |
| Global Retirement Partners, LLC | 859 | $30.1K | 0.00% | +512+147.6% | Added |
| Sunbelt Securities, Inc. | 830 | $29.3K | 0.00% | −400−32.5% | Reduced |
| Versant Capital Management, Inc | 810 | $28.6K | 0.01% | +10+1.3% | Added |
| Key Financial Inc | 800 | $28.3K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 710 | $25.1K | 0.00% | −125−15.0% | Reduced |
| VisionPoint Advisory Group, LLC | 692 | $24.5K | 0.01% | +358+107.2% | Added |
| Group One Trading, L.P. | 627 | $22.2K | 0.00% | +627 | New |
| Salomon & Ludwin, LLC | 535 | $18.9K | 0.00% | +535 | New |
| L2 Asset Management, LLC | 17,008 | $18.3K | 0.01% | +17,008 | New |
| Western Pacific Wealth Management, LP | 505 | $17.8K | 0.01% | 00.0% | Unchanged |
| 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 |
| Quarry LP | 488 | $17.2K | 0.01% | −202−29.3% | Reduced |
| AdvisorNet Financial, Inc | 486 | $17.2K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 481 | $17.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 475 | $16.8K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 447 | $15.8K | 0.00% | −18−3.9% | Reduced |
| Lindbrook Capital, LLC | 426 | $15.1K | 0.00% | +13+3.1% | Added |
| Loomis Sayles & Co L P | 409 | $14.0K | 0.00% | −1,044−71.9% | Reduced |
| Hantz Financial Services, Inc. | 365 | $13.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 300 | $10.6K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 300 | $10.6K | 0.01% | +300 | New |
| Johnson Midwest Financial, LLC | 291 | $10.3K | 0.02% | +2+0.7% | Added |
| JNBA Financial Advisors | 279 | $9.86K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 200 | $9.15K | 0.00% | −30−13.0% | Reduced |
| Stephens Consulting, LLC | 240 | $8.48K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 225 | $7.95K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 224 | $7.93K | 0.00% | +224 | New |
| Core Wealth Advisors, Inc. | 222 | $7.85K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 215 | $7.60K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 200 | $7.07K | 0.00% | +200 | New |
| Tradition Wealth Management, LLC | 202 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 198 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 180 | $6.36K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 179 | $6.33K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 169 | $5.97K | 0.00% | +10+6.3% | Added |
| Raleigh Capital Management Inc. | 165 | $5.83K | 0.00% | −95−36.5% | Reduced |
| Rosenberg Matthew Hamilton | 148 | $5.25K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 147 | $5.20K | 0.00% | +135+1,125.0% | Added |
| Bessemer Group Inc | 123 | $5.00K | 0.00% | −134−52.1% | Reduced |
| Authentikos Wealth Advisory, LLC | 118 | $4.17K | 0.00% | +118 | New |
| Avion Wealth | 139 | $4.00K | 0.00% | +15+12.1% | Added |
| Cape Investment Advisory, Inc. | 100 | $3.53K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 96 | $3.39K | 0.00% | +96 | New |
| Aspire Private Capital, LLC | 95 | $3.36K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $2.83K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 64 | $2.26K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 63 | $2.23K | 0.00% | +48+320.0% | Added |
| Earnest Partners LLC | 58 | $2.05K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 51 | $1.81K | 0.00% | 00.0% | Unchanged |