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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
Metis Global Partners, LLC12,154$523.8K0.02%+1,459+13.6%Added
Bartlett & Co. LLC12,100$525.0K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC12,100$525.3K0.01%00.0%Unchanged
Infrastructure Capital Advisors, LLC12,249$527.9K0.08%+420+3.6%Added
Adams Asset Advisors, LLC12,481$537.9K0.07%00.0%Unchanged
DoubleLine ETF Adviser LP12,493$538.4K0.16%+12,493New
Schnieders Capital Management LLC12,509$539.1K0.12%+12,509New
Lockheed Martin Investment Management Co12,178$540.4K0.04%−3,400−21.8%Reduced
We Are One Seven, LLC12,664$545.8K0.03%+12,664New
Essex Financial Services, Inc.12,755$549.7K0.06%+1,080+9.3%Added
Spouting Rock Asset Management, LLC12,780$550.8K0.20%+12,780New
Intrua Financial, LLC12,817$552.4K0.09%+1,594+14.2%Added
Steward Partners Investment Advisory, LLC12,835$553.2K0.01%−526−3.9%Reduced
Riverwater Partners LLC12,974$559.2K0.44%−4,920−27.5%Reduced
Iat Reinsurance Co Ltd.13,000$560.3K0.10%00.0%Unchanged
Nicholas Hoffman & Company, LLC.13,025$561.4K0.03%−790−5.7%Reduced
Neuberger Berman Group LLC13,190$568.5K0.00%+13,190New
Maryland State Retirement & Pension System13,755$592.8K0.01%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.14,356$619.0K0.01%+98+0.7%Added
United Services Automobile Association14,386$620.0K0.01%+1,841+14.7%Added
The PNC Financial Services Group, Inc.14,434$622.1K0.00%+3,747+35.1%Added
Versor Investments LP14,485$624.3K0.13%00.0%Unchanged
Glenview Trust Co14,492$624.6K0.02%−2,493−14.7%Reduced
Allspring Global Investments Holdings, LLC14,688$633.1K0.00%−2,386−14.0%Reduced
Crossmark Global Holdings, Inc.14,736$635.0K0.01%−1,529−9.4%Reduced
Vestcor Inc15,215$656.0K0.02%−11,877−43.8%Reduced
Jefferies Financial Group Inc.15,249$657.2K0.01%+15,249New
Securian Asset Management, Inc15,350$661.6K0.02%−100−0.6%Reduced
Point72 Europe (London) LLP15,414$664.3K0.08%+15,414New
Evergreen Capital Management LLC15,885$684.6K0.03%+15,885New
Ethic Inc.16,174$697.1K0.02%+16,174New
Paradigm Financial Partners, LLC16,419$707.7K0.17%−19,395−54.2%Reduced
Linden Thomas Advisory Services, LLC16,716$720.5K0.13%−129−0.8%Reduced
Wellington Management Group LLP17,110$737.4K0.00%00.0%Unchanged
Toronto Dominion Bank17,387$749.4K0.00%−2,595−13.0%Reduced
Allie Family Office LLC17,599$758.5K0.52%00.0%Unchanged
Spirit of America Management Corp17,750$765.0K0.17%00.0%Unchanged
Penserra Capital Management LLC18,555$799.0K0.02%+4,793+34.8%Added
Landscape Capital Management, L.L.C.18,614$802.3K0.07%+18,614New
Public Employees Retirement Association of Colorado18,840$812.0K0.00%00.0%Unchanged
Illinois Municipal Retirement Fund18,862$813.0K0.01%00.0%Unchanged
Cetera Investment Advisers19,364$834.6K0.01%−3,490−15.3%Reduced
Tower Research Capital LLC (TRC)19,571$843.5K0.01%−5,703−22.6%Reduced
HighTower Advisors, LLC19,381$846.0K0.00%+3,669+23.4%Added
Ontario Teachers Pension Plan Board19,963$860.4K0.01%−26,954−57.5%Reduced
Westpac Banking Corp20,113$866.9K0.07%+20,113New
Susquehanna International Group, LLP20,531$884.9K0.00%−73,694−78.2%Reduced
Southland Equity Partners LLC21,541$928.4K0.29%−91−0.4%Reduced
Nissay Asset Management Corp22,266$959.7K0.01%+650+3.0%Added
Xponance, Inc.22,672$977.2K0.01%+189+0.8%Added
Jeppson Wealth Management, LLC23,044$993.2K0.41%+23,044New
Wesbanco Bank Inc23,073$994.5K0.06%−1,111−4.6%Reduced
Prudential Financial Inc23,728$1.02M0.00%+9,266+64.1%Added
Certified Advisory Corp23,898$1.03M0.16%+145+0.6%Added
Lido Advisors, LLC24,828$1.07M0.01%−15,958−39.1%Reduced
M&T Bank Corp25,321$1.09M0.00%−66−0.3%Reduced
Park Avenue Securities LLC25,345$1.09M0.02%−19,673−43.7%Reduced
Pathstone Holdings, LLC25,643$1.11M0.01%+25,643New
Ascent Group, LLC27,891$1.12M0.11%−916−3.2%Reduced
Pictet & Cie (Europe) SA26,343$1.14M0.03%00.0%Unchanged
Engineers Gate Manager LP26,404$1.14M0.03%+3,882+17.2%Added
CI Private Wealth, LLC26,563$1.14M0.00%+982+3.8%Added
Cetera Advisor Networks LLC26,640$1.15M0.01%−5,115−16.1%Reduced
Balyasny Asset Management LLC26,807$1.16M0.00%+14,608+119.7%Added
Systematic Financial Management LP26,910$1.16M0.03%+1,275+5.0%Added
Beacon Pointe Advisors, LLC27,681$1.19M0.01%−2,049−6.9%Reduced
JustInvest LLC28,751$1.24M0.03%+15,092+110.5%Added
Capital Management Associates, Inc28,969$1.25M1.13%+28,969New
Sumitomo Mitsui DS Asset Management Company, Ltd29,606$1.28M0.02%+1,551+5.5%Added
Handelsbanken Fonder AB29,800$1.28M0.01%+3,600+13.7%Added
Jane Street Group, LLC30,012$1.29M0.00%−9,112−23.3%Reduced
Cornercap Investment Counsel Inc31,168$1.34M0.22%−824−2.6%Reduced
Utah Retirement Systems31,325$1.35M0.02%+100+0.3%Added
Wealth Enhancement Advisory Services, LLC31,899$1.37M0.00%−9,298−22.6%Reduced
SG Americas Securities, LLC32,604$1.41M0.02%−24,003−42.4%Reduced
Creative Planning33,644$1.45M0.00%+7,991+31.2%Added
Mariner, LLC34,027$1.47M0.00%+8,991+35.9%Added
GraniteShares Advisors LLC34,067$1.47M1.32%+34,067New
Murphy, Middleton, Hinkle & Parker, Inc.34,183$1.47M0.91%−2,026−5.6%Reduced
Capital Square, LLC34,419$1.48M1.68%−350−1.0%Reduced
Pacer Advisors, Inc.34,860$1.50M0.00%+19,554+127.8%Added
Bank of Montreal34,924$1.52M0.00%−536,137−93.9%Reduced
New Mexico Educational Retirement Board37,100$1.60M0.06%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.37,334$1.61M0.01%+2,433+7.0%Added
Oppenheimer & Co Inc37,428$1.61M0.03%+968+2.7%Added
Harbour Trust & Investment Management Co37,913$1.63M0.23%+37,913New
Truist Financial Corp39,329$1.70M0.00%+559+1.4%Added
Red Spruce Capital, LLC39,441$1.70M0.87%+189+0.5%Added
Northwestern Mutual Investment Management Company, LLC40,587$1.75M0.05%+131+0.3%Added
Campbell & CO Investment Adviser LLC40,591$1.75M0.16%−11,640−22.3%Reduced
Marshall Wace, LLP41,500$1.79M0.00%+41,500New
Albion Financial Group42,246$1.82M0.15%−6,616−13.5%Reduced
Cipher Capital LP42,832$1.85M0.60%+27,659+182.3%Added
State of Michigan Retirement System43,784$1.89M0.01%+200+0.5%Added
Truvestments Capital LLC44,344$1.91M0.86%−1,907−4.1%Reduced
Holocene Advisors, LP45,000$1.94M0.01%+45,000New
Pictet Asset Management Holding SA47,758$2.06M0.00%+515+1.1%Added
SEI Investments Co48,291$2.08M0.00%−13,154−21.4%Reduced
Guggenheim Capital LLC49,308$2.13M0.02%−140.0%Reduced
Russell Investments Group, Ltd.50,212$2.16M0.00%−7,326−12.7%Reduced