Skip to main content
Livermore
Livermore
ZHEN

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
Advisory Services Network, LLC2,627$113.2K0.00%−2,982−53.2%Reduced
KBC Group NV3,306$142.0K0.00%+366+12.4%Added
Montag A & Associates Inc3,613$155.7K0.01%00.0%Unchanged
Bokf, NA3,975$171.3K0.00%+2,175+120.8%Added
Northwestern Mutual Wealth Management Co4,160$179.3K0.00%+691+19.9%Added
Brown Brothers Harriman & Co4,400$189.6K0.00%00.0%Unchanged
Duncker Streett & Co Inc4,500$193.9K0.04%−556−11.0%Reduced
IHT Wealth Management, LLC4,656$200.7K0.01%+4,656New
Greenleaf Trust4,713$203.1K0.00%+4,713New
Lakeview Capital Partners, LLC4,727$203.7K0.04%+4,727New
Capital City Trust Co4,734$204.0K0.06%+4,734New
Newbridge Financial Services Group, Inc.4,907$211.5K0.10%+3,179+184.0%Added
Stephens Inc4,940$212.9K0.00%+4,940New
Lockerman Financial Group, Inc.5,150$222.0K0.51%+5,150New
V2 Financial group LLC5,150$222.0K0.15%+5,150New
Two Sigma Advisers, LP5,200$224.1K0.00%+5,200New
Gradient Investments LLC5,220$225.0K0.01%−10−0.2%Reduced
First Citizens Bank & Trust Co5,235$225.6K0.00%+5,235New
Atria Wealth Solutions, Inc.5,277$227.4K0.00%+5,277New
CIBC Asset Management Inc5,282$227.7K0.00%+5,282New
Bridgewealth Advisory Group, LLC5,373$231.6K0.18%+5,373New
Profund Advisors LLC5,376$231.7K0.01%+5,376New
Principle Wealth Partners LLC5,410$233.2K0.02%+5,410New
Campion Asset Management LLC5,460$235.3K0.20%+5,460New
Kapitalo Investimentos Ltda5,495$236.8K0.05%−1,223−18.2%Reduced
Mirabella Financial Services LLP5,507$237.4K0.03%+5,507New
Parallel Advisors, LLC5,573$240.2K0.01%+2,714+94.9%Added
Mission Wealth Management, LP5,577$240.4K0.01%+5,577New
Metropolitan Life Insurance Co5,585$240.7K0.01%−16−0.3%Reduced
Castle Rock Wealth Management, LLC5,644$241.1K0.07%+5,644New
Jump Financial, LLC5,620$242.2K0.01%−380−6.3%Reduced
KC Investment Advisors, LLC5,724$246.7K0.15%−5,255−47.9%Reduced
Ossiam5,752$247.9K0.00%00.0%Unchanged
Huntington National Bank5,809$250.4K0.00%+352+6.5%Added
Coldstream Capital Management Inc5,895$254.1K0.01%−509−7.9%Reduced
Level Four Advisory Services, LLC5,918$255.1K0.01%+5,918New
Hilltop Holdings Inc.5,926$255.4K0.03%00.0%Unchanged
Buckingham Strategic Partners6,031$259.9K0.01%+6,031New
PSI Advisors, LLC6,039$260.3K0.10%+87+1.5%Added
Vident Advisory, LLC6,225$268.3K0.01%+6,225New
Walleye Capital LLC6,291$271.1K0.00%−1,670−21.0%Reduced
Private Trust Co NA6,517$280.9K0.03%00.0%Unchanged
CWM, LLC6,569$283.0K0.00%+2,177+49.6%Added
IFP Advisors, Inc6,646$286.4K0.01%−2,591−28.1%Reduced
Morningstar Investment Management LLC6,676$288.0K0.03%−129−1.9%Reduced
D. E. Shaw & Co., Inc.6,724$289.8K0.00%−267,202−97.5%Reduced
Allworth Financial LP6,744$290.7K0.00%−62−0.9%Reduced
Golden State Equity Partners6,761$291.4K0.07%−36−0.5%Reduced
Baird Financial Group, Inc.6,881$296.6K0.00%+6,881New
Mercer Global Advisors Inc6,992$301.0K0.00%+6,992New
Avantax Advisory Services, Inc.7,016$302.4K0.00%+332+5.0%Added
Trust Point Inc.7,067$304.6K0.03%+7,067New
US Bancorp7,104$306.2K0.00%+1,909+36.7%Added
Wexford Capital LP7,112$306.5K0.07%+7,112New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.7,145$308.0K0.00%+7,145New
Sigma Planning Corp7,326$315.7K0.02%−7,951−52.0%Reduced
Albert D Mason Inc7,358$317.0K0.21%+40+0.5%Added
First National Trust Co7,459$321.5K0.01%00.0%Unchanged
Cambria Investment Management, L.P.7,600$327.6K0.02%00.0%Unchanged
First Financial Bank - Trust Division7,622$328.5K0.03%−330−4.1%Reduced
Concentric Wealth Management, LLC7,625$328.6K0.10%−100−1.3%Reduced
Duality Advisers, LP7,686$331.3K0.04%−55,052−87.7%Reduced
Panagora Asset Management Inc7,802$336.3K0.00%−165−2.1%Reduced
Mackenzie Financial Corp7,833$337.6K0.00%−9,564−55.0%Reduced
Gotham Asset Management, LLC7,876$339.5K0.01%+7,876New
Shelton Capital Management7,928$341.7K0.01%−543−6.4%Reduced
Romano Brothers and Company8,195$353.2K0.05%−575−6.6%Reduced
SageView Advisory Group, LLC8,781$356.3K0.02%−9,285−51.4%Reduced
First National Bank of Mount Dora, Trust Investment Services8,368$360.7K0.10%−34−0.4%Reduced
Vanderbilt University8,372$360.8K0.09%+8,372New
Resources Investment Advisors, LLC.8,467$364.9K0.01%+2,638+45.3%Added
HGK Asset Management Inc8,480$365.5K0.08%+400+5.0%Added
Gables Capital Management Inc.8,550$368.5K0.23%00.0%Unchanged
Brinker Capital Investments, LLC8,544$372.3K0.00%−585−6.4%Reduced
Orion Portfolio Solutions, LLC8,544$372.3K0.00%−585−6.4%Reduced
Private Advisor Group, LLC8,686$374.4K0.00%+1,257+16.9%Added
Norinchukin Bank, The8,744$376.9K0.01%−355−3.9%Reduced
CWM Advisors, LLC8,890$383.2K0.04%+221+2.5%Added
Signaturefd, LLC8,912$384.1K0.01%+4,493+101.7%Added
Quadrant Capital Group LLC8,977$386.9K0.03%+4,614+105.8%Added
Verition Fund Management LLC9,100$392.2K0.00%00.0%Unchanged
Wetherby Asset Management Inc9,322$401.8K0.02%+2,579+38.2%Added
Mitsubishi UFJ Trust & Banking Corp9,425$406.2K0.00%−5,629−37.4%Reduced
Cetera Advisors LLC9,732$419.5K0.01%−4,674−32.4%Reduced
Carmel Capital Partners, LLC9,752$420.3K0.21%+323+3.4%Added
Bank of Nova Scotia9,778$421.4K0.00%−1,416−12.6%Reduced
Csenge Advisory Group9,779$421.5K0.03%−9,578−49.5%Reduced
Gateway Investment Advisers LLC9,864$425.1K0.00%−122,523−92.5%Reduced
My Legacy Advisors, LLC10,003$431.6K0.16%−200−2.0%Reduced
O'Shaughnessy Asset Management, LLC10,106$435.6K0.01%+10,106New
Bristlecone Advisors, LLC10,564$455.3K0.05%00.0%Unchanged
Raymond James Trust N.A.10,800$465.5K0.01%00.0%Unchanged
SC&H Financial Advisors, Inc.11,151$480.6K0.14%00.0%Unchanged
Davenport & Co LLC11,161$481.0K0.00%−61−0.5%Reduced
Peak Financial Advisors LLC11,178$481.8K0.32%+2,533+29.3%Added
Gold Investment Management Ltd.11,218$483.5K0.21%+11,218New
Proequities, Inc.11,509$496.0K0.04%−11,815−50.7%Reduced
Rockefeller Capital Management L.P.11,741$506.1K0.00%+11,741New
Lazard Asset Management LLC11,973$515.0K0.00%−743−5.8%Reduced
Shell Asset Management Co12,008$518.0K0.02%+6,652+124.2%Added