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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding NNN REIT, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 10 | $0 | 0.00% | +10 | New |
| TD Waterhouse Canada Inc. | 1 | $43 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 2 | $87 | 0.00% | +2 | New |
| Horizon Investments, LLC | 8 | $340 | 0.00% | +8 | New |
| Spectrum Wealth Counsel, LLC | 12 | $531 | 0.00% | +12 | New |
| Harbor Investment Advisory, LLC | 13 | $560 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 13 | $560 | 0.00% | +13 | New |
| Riggs Asset Managment Co. Inc. | 16 | $690 | 0.00% | +16 | New |
| Private Wealth Management Group, LLC | 18 | $776 | 0.00% | +18 | New |
| Sachetta, LLC | 29 | $1.25K | 0.00% | +29 | New |
| Caitlin John, LLC | 36 | $1.54K | 0.00% | +36 | New |
| M&R Capital Management Inc | 36 | $1.55K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 50 | $2.15K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 52 | $2.25K | 0.00% | +1+2.0% | Added |
| McGlone Suttner Wealth Management, Inc. | 59 | $2.53K | 0.00% | +59 | New |
| Prestige Wealth Management Group LLC | 64 | $2.76K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 65 | $2.80K | 0.00% | +65 | New |
| Parkside Financial Bank & Trust | 70 | $3.02K | 0.00% | +60+600.0% | Added |
| Farmers & Merchants Investments Inc | 80 | $3.45K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 82 | $3.53K | 0.00% | +82 | New |
| American National Bank | 83 | $3.58K | 0.00% | +83 | New |
| GoalVest Advisory LLC | 90 | $3.88K | 0.00% | −210−70.0% | Reduced |
| Glassman Wealth Services | 90 | $3.88K | 0.00% | +86+2,150.0% | Added |
| National Bank of Canada | 90 | $3.92K | 0.00% | −47,364−99.8% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 88 | $4.00K | 0.00% | +88 | New |
| Aspire Private Capital, LLC | 95 | $4.09K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 96 | $4.14K | 0.00% | +96 | New |
| Castleview Partners, LLC | 98 | $4.22K | 0.00% | +77+366.7% | Added |
| Cape Investment Advisory, Inc. | 100 | $4.31K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 110 | $4.74K | 0.00% | +83+307.4% | Added |
| Ronald Blue Trust, Inc. | 130 | $5.00K | 0.00% | +130 | New |
| Impact Partnership Wealth, LLC | 120 | $5.17K | 0.00% | −5,625−97.9% | Reduced |
| Coppell Advisory Solutions LLC | 130 | $5.60K | 0.00% | −70−35.0% | Reduced |
| Avion Wealth | 141 | $6.00K | 0.00% | +2+1.4% | Added |
| Birchbrook, Inc. | 140 | $6.03K | 0.00% | +140 | New |
| ICA Group Wealth Management, LLC | 148 | $6.38K | 0.00% | +148 | New |
| Natixis | 172 | $7.41K | 0.00% | +172 | New |
| Pinnacle Bancorp, Inc. | 179 | $7.71K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 180 | $7.76K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 214 | $9.22K | 0.00% | +214 | New |
| HM Payson & Co | 215 | $9.27K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 220 | $9.48K | 0.00% | +157+249.2% | Added |
| Larson Financial Group LLC | 228 | $9.84K | 0.00% | +3+1.3% | Added |
| Tradition Wealth Management, LLC | 221 | $10.0K | 0.00% | +19+9.4% | Added |
| Stephens Consulting, LLC | 240 | $10.3K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 250 | $10.8K | 0.00% | +26+11.6% | Added |
| Planned Solutions, Inc. | 256 | $11.0K | 0.01% | +256 | New |
| Bessemer Group Inc | 295 | $12.0K | 0.00% | +172+139.8% | Added |
| JNBA Financial Advisors | 279 | $12.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 287 | $12.4K | 0.00% | +287 | New |
| Core Wealth Advisors, Inc. | 293 | $12.6K | 0.00% | +71+32.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 299 | $12.9K | 0.00% | −182−37.8% | Reduced |
| AllSquare Wealth Management LLC | 300 | $12.9K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 316 | $13.6K | 0.00% | +118+59.6% | Added |
| Quarry LP | 331 | $14.3K | 0.01% | −157−32.2% | Reduced |
| Tidemark, LLC | 370 | $15.9K | 0.01% | +370 | New |
| EntryPoint Capital, LLC | 370 | $15.9K | 0.02% | +370 | New |
| Loomis Sayles & Co L P | 382 | $16.0K | 0.00% | −27−6.6% | Reduced |
| Hantz Financial Services, Inc. | 365 | $16.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 390 | $16.8K | 0.00% | +221+130.8% | Added |
| Salomon & Ludwin, LLC | 535 | $18.9K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 444 | $19.1K | 0.00% | +444 | New |
| Bogart Wealth, LLC | 447 | $19.3K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 462 | $19.9K | 0.03% | +462 | New |
| Resurgent Financial Advisors LLC | 484 | $20.9K | 0.01% | −445−47.9% | Reduced |
| AdvisorNet Financial, Inc | 486 | $20.9K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $21.6K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 500 | $21.6K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 505 | $21.8K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 533 | $22.9K | 0.00% | −326−38.0% | Reduced |
| Tennessee Valley Asset Management Partners | 585 | $25.2K | 0.01% | +585 | New |
| WealthCollab, LLC | 601 | $25.9K | 0.02% | +601 | New |
| Lindbrook Capital, LLC | 754 | $32.5K | 0.00% | +328+77.0% | Added |
| Key Financial Inc | 800 | $34.5K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 830 | $35.8K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 864 | $37.2K | 0.01% | +172+24.9% | Added |
| First United Bank Trust | 900 | $38.8K | 0.02% | +900 | New |
| GAMMA Investing LLC | 965 | $38.9K | 0.01% | +965 | New |
| State of Wyoming | 942 | $40.6K | 0.01% | −2,072−68.7% | Reduced |
| Horizons Wealth Management | 1,125 | $48.5K | 0.03% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,369 | $59.0K | 0.00% | +178+14.9% | Added |
| Heritage Wealth Advisors | 1,600 | $69.0K | 0.00% | +1,600 | New |
| Central Trust Co | 1,650 | $71.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,731 | $74.6K | 0.01% | +1,635+1,703.1% | Added |
| Covestor Ltd | 1,783 | $77.0K | 0.05% | +722+68.0% | Added |
| Whittier Trust Co | 1,800 | $77.6K | 0.00% | −1,174−39.5% | Reduced |
| Fifth Third Bancorp | 1,902 | $82.0K | 0.00% | +1,002+111.3% | Added |
| Geneos Wealth Management Inc. | 1,945 | $83.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,948 | $84.0K | 0.00% | +136+7.5% | Added |
| JJJ Advisors Inc. | 1,949 | $84.0K | 0.02% | +972+99.5% | Added |
| Security National Bank | 1,949 | $84.0K | 0.02% | +1,949 | New |
| Farther Finance Advisors, LLC | 2,079 | $89.6K | 0.01% | +13+0.6% | Added |
| NBC Securities, Inc. | 2,111 | $90.0K | 0.01% | −193−8.4% | Reduced |
| Spire Wealth Management | 2,244 | $95.0K | 0.00% | +17+0.8% | Added |
| Alaska Permanent Fund Corp | 2,407 | $103.7K | 0.00% | −304−11.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,415 | $104.1K | 0.05% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,436 | $105.0K | 0.00% | +2,436 | New |
| Richardson Financial Services Inc. | 2,445 | $105.4K | 0.09% | +2,445 | New |
| Ci Investments Inc. | 2,518 | $109.0K | 0.00% | +382+17.9% | Added |