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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, Q4 2023

Institutional positions in NNN REIT, Inc. as of Dec 31, 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
444
+42 vs. Q3 2023
Shares held
164.0M
+2.46M (+1.5%) vs. Q3 2023
Total value
$7.07B
+$1.36B (+23.8%) vs. Q3 2023
New holders
91
143 more added
Sold out
49
154 more reduced

6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 444 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 heldQ4 2023: $7.07B
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, Q4 2023

Shares, value and share of portfolio for each institution holding NNN REIT, Inc.; share changes are against Q3 2023.

Institutions holding NNN in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc27,021,535$1.16B0.03%−151,753−0.6%Reduced
BlackRock Inc.21,246,999$915.7M0.02%+524,173+2.5%Added
State Street Corp13,112,583$565.2M0.03%−256,292−1.9%Reduced
Victory Capital Management Inc10,708,793$461.5M0.49%+233,489+2.2%Added
FMR LLC9,818,737$423.2M0.03%+1,185,477+13.7%Added
Northwood Liquid Management LP4,520,085$194.8M17.70%+1,838,651+68.6%Added
JPMorgan Chase & Co4,105,944$177.0M0.02%+459,436+12.6%Added
Principal Financial Group Inc3,345,957$144.2M0.09%+2,673,146+397.3%Added
Geode Capital Management, LLC3,205,590$138.2M0.01%+90,028+2.9%Added
Centersquare Investment Management LLC2,730,803$117.7M1.32%+2,467,941+938.9%Added
Dimensional Fund Advisors LP2,623,797$113.1M0.03%+29,577+1.1%Added
Royal Bank of Canada2,551,180$110.0M0.03%−2,306,199−47.5%Reduced
Bank of New York Mellon Corp2,488,345$107.2M0.02%+113,451+4.8%Added
Massachusetts Financial Services Co2,465,134$106.2M0.03%−875,812−26.2%Reduced
Charles Schwab Investment Management Inc2,418,722$104.2M0.03%+45,762+1.9%Added
Federated Hermes, Inc.2,409,544$103.9M0.26%−12,205−0.5%Reduced
Norges Bank2,124,865$91.6M0.02%−26,554−1.2%Reduced
Morgan Stanley1,960,411$84.5M0.01%−353,008−15.3%Reduced
Northern Trust Corp1,597,978$68.9M0.01%−73,049−4.4%Reduced
Janus Henderson Group PLC1,565,211$67.5M0.04%−451,348−22.4%Reduced
Legal & General Group Plc1,525,434$65.7M0.02%+47,040+3.2%Added
Wells Fargo & Company1,302,747$56.1M0.02%−70,767−5.2%Reduced
Artisan Partners Limited Partnership1,294,826$55.8M0.09%+1,294,826New
Nuveen Asset Management, LLC1,198,534$51.7M0.02%−216,664−15.3%Reduced
Vaughan Nelson Investment Management, L.P.1,169,700$50.4M0.50%+348,530+42.4%Added
California Public Employees Retirement System1,092,051$47.1M0.04%+125,114+12.9%Added
Citadel Advisors LLC1,071,835$46.2M0.05%−476,733−30.8%Reduced
Lasalle Investment Management Securities LLC1,040,228$44.8M1.77%−212,671−17.0%Reduced
Equity Investment Corp1,035,612$44.6M1.25%+8,918+0.9%Added
Sumitomo Mitsui Trust Holdings, Inc.1,022,742$44.1M0.03%−147,546−12.6%Reduced
UBS Asset Management Americas Inc946,421$40.8M0.02%−14,085−1.5%Reduced
AQR Capital Management LLC919,600$39.6M0.07%+205,129+28.7%Added
Allianz Asset Management GmbH854,078$36.8M0.07%−924−0.1%Reduced
ProShare Advisors LLC834,286$36.0M0.11%+49,357+6.3%Added
Invesco Ltd.818,440$35.3M0.01%−90,752−10.0%Reduced
Millennium Management LLC723,593$31.2M0.03%−921,525−56.0%Reduced
HSBC Holdings PLC720,503$31.1M0.03%−183,065−20.3%Reduced
Agf Management Ltd646,247$27.9M0.16%−30,470−4.5%Reduced
Snyder Capital Management L P624,525$26.9M0.61%−31,788−4.8%Reduced
Ameriprise Financial Inc573,636$24.7M0.01%+60,104+11.7%Added
Rhumbline Advisers554,601$23.9M0.03%−13,775−2.4%Reduced
Brookfield Asset Management Inc.554,570$23.9M0.14%+554,570New
Goldman Sachs Group Inc544,679$23.5M0.01%+195,508+56.0%Added
Bank of America Corp519,639$22.4M0.00%−91,285−14.9%Reduced
Renaissance Technologies LLC508,900$21.9M0.03%+74,800+17.2%Added
V3 Capital Management, L.P.477,100$20.6M5.65%−39,700−7.7%Reduced
Standard Life Aberdeen plc464,716$20.0M0.04%−90,589−16.3%Reduced
Masterton Capital Management, LP424,124$18.3M15.80%+98,224+30.1%Added
Asset Management One Co.,Ltd.377,624$16.4M0.07%+22,400+6.3%Added
Raymond James & Associates367,965$15.9M0.01%+29,182+8.6%Added
Swiss National Bank359,500$15.5M0.01%−40,800−10.2%Reduced
Voya Investment Management LLC349,668$15.1M0.02%−78,910−18.4%Reduced
Public Employees Retirement System of Ohio348,073$15.0M0.06%+2,391+0.7%Added
Ceredex Value Advisors LLC343,308$14.8M0.26%+343,308New
Credit Suisse AG341,166$14.7M0.01%+60,418+21.5%Added
Great West Life Assurance Co335,583$14.4M0.03%+18,483+5.8%Added
Alyeska Investment Group, L.P.326,113$14.1M0.09%+326,113New
Alliancebernstein L.P.312,066$13.5M0.01%+8,701+2.9%Added
Cbre Clarion Securities LLC305,998$13.2M0.24%−14,936−4.7%Reduced
Thrivent Financial for Lutherans298,741$12.9M0.03%+174,800+141.0%Added
Lighthouse Investment Partners, LLC280,000$12.1M0.88%+80,000+40.0%Added
Cambiar Investors LLC273,883$11.8M0.46%+41,103+17.7%Added
New York State Teachers Retirement System266,216$11.5M0.03%−300−0.1%Reduced
Barclays PLC251,277$10.8M0.01%+96,318+62.2%Added
Goodman Financial Corp249,930$10.8M2.89%+7,480+3.1%Added
American International Group, Inc.246,427$10.6M0.04%−10,564−4.1%Reduced
Verity & Verity, LLC243,747$10.5M1.20%+10,867+4.7%Added
Amundi238,362$10.3M0.00%+69,826+41.4%Added
Retirement Systems of Alabama228,496$9.85M0.04%+735+0.3%Added
Westwood Holdings Group Inc.226,966$9.78M0.08%+37,982+20.1%Added
Franklin Resources Inc220,889$9.52M0.00%+35,612+19.2%Added
LPL Financial LLC215,198$9.28M0.01%−32,088−13.0%Reduced
Natixis Advisors, L.P.210,001$9.05M0.02%+78,975+60.3%Added
Chilton Capital Management LLC208,428$8.98M0.46%+90,377+76.6%Added
Nomura Asset Management Co Ltd205,780$8.87M0.04%+4,300+2.1%Added
State of Wisconsin Investment Board204,497$8.81M0.02%+36,024+21.4%Added
UBS Group AG203,631$8.78M0.00%−861,420−80.9%Reduced
Advisor Group Holdings, Inc.203,048$8.75M0.02%−108,546−34.8%Reduced
Gilman Hill Asset Management, LLC201,130$8.67M1.62%−5,700−2.8%Reduced
California State Teachers Retirement System192,600$8.30M0.01%−8,808−4.4%Reduced
M&G Investment Management Ltd188,431$8.10M0.05%−6,524−3.3%Reduced
State of Alaska, Department of Revenue187,932$8.10M0.10%−2,813−1.5%Reduced
Manufacturers Life Insurance Company, The172,518$7.44M0.00%−3,013−1.7%Reduced
State Board of Administration of Florida Retirement System171,747$7.40M0.02%+570.0%Added
Commonwealth Equity Services, LLC170,153$7.33M0.01%−2,870−1.7%Reduced
BNP Paribas Arbitrage, SA167,046$7.20M0.01%+38,367+29.8%Added
Employees Retirement System of Texas159,000$6.85M0.08%+30,000+23.3%Added
Stifel Financial Corp158,700$6.84M0.01%−1,231−0.8%Reduced
Texas Permanent School Fund157,601$6.79M0.06%+2,682+1.7%Added
Bernzott Capital Advisors153,301$6.61M2.58%+153,301New
Nisa Investment Advisors, LLC152,110$6.56M0.05%−4,848−3.1%Reduced
Second Half Financial Partners, LLC149,896$6.46M3.19%+38,297+34.3%Added
Envestnet Asset Management Inc149,256$6.43M0.00%+19,829+15.3%Added
Algert Global LLC148,288$6.39M0.26%+83,180+127.8%Added
Raymond James Financial Services Advisors, Inc.147,252$6.35M0.01%−7,908−5.1%Reduced
Janney Montgomery Scott LLC140,431$6.05M0.02%−9,060−6.1%Reduced
Tectonic Advisors LLC135,158$5.83M0.49%+5,046+3.9%Added
Captrust Financial Advisors134,961$5.82M0.02%+5,150+4.0%Added
Exchange Traded Concepts, LLC134,148$5.78M0.15%−39,858−22.9%Reduced
New York State Common Retirement Fund126,610$5.46M0.01%−15,914−11.2%Reduced