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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
American Century Companies Inc50,418$2.17M0.00%+1,112+2.3%Added
DekaBank Deutsche Girozentrale50,536$2.19M0.00%−30,077−37.3%Reduced
South Dakota Investment Council50,843$2.19M0.05%00.0%Unchanged
Arizona State Retirement System50,992$2.20M0.02%−853−1.6%Reduced
Louisiana State Employees Retirement System51,200$2.21M0.05%−500−1.0%Reduced
Oregon Public Employees Retirement Fund51,298$2.21M0.04%+100+0.2%Added
UniSuper Management Pty Ltd51,700$2.23M0.02%00.0%Unchanged
Voloridge Investment Management, LLC52,861$2.28M0.01%−314,283−85.6%Reduced
Values First Advisors, Inc.56,733$2.45M1.48%+595+1.1%Added
Teachers Retirement System of the State of Kentucky58,435$2.52M0.02%−2,900−4.7%Reduced
Van Eck Associates Corp59,050$2.54M0.00%+7,664+14.9%Added
Daiwa Securities Group Inc.59,626$2.57M0.02%−2,928−4.7%Reduced
Ensign Peak Advisors, Inc60,064$2.59M0.01%−33,019−35.5%Reduced
CIBC World Markets Corp60,912$2.63M0.01%+60,912New
State of New Jersey Common Pension Fund D61,277$2.64M0.01%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)68,273$2.94M0.01%−2,033−2.9%Reduced
Squarepoint Ops LLC68,274$2.94M0.01%+28,392+71.2%Added
ExodusPoint Capital Management, LP69,369$2.99M0.04%+36,628+111.9%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys73,228$3.16M0.02%+36,289+98.2%Added
Macquarie Group Ltd74,354$3.20M0.00%+26,768+56.3%Added
Ameritas Investment Partners, Inc.75,083$3.24M0.12%−16,127−17.7%Reduced
Nkcfo LLC77,900$3.36M1.82%00.0%Unchanged
Allstate Corp78,748$3.39M0.23%+59,878+317.3%Added
Putnam Investments LLC84,328$3.63M0.00%−126,016−59.9%Reduced
STRS Ohio85,143$3.67M0.02%+13,059+18.1%Added
Johnson Investment Counsel Inc86,032$3.71M0.04%−675−0.8%Reduced
Teacher Retirement System of Texas86,471$3.73M0.03%−59,147−40.6%Reduced
Treasurer of the State of North Carolina88,412$3.81M0.02%−10,837−10.9%Reduced
Twin Tree Management, LP89,271$3.85M0.07%+72,353+427.7%Added
Price T Rowe Associates Inc90,874$3.92M0.00%+5,068+5.9%Added
Yousif Capital Management, LLC91,231$3.93M0.05%+170+0.2%Added
Quantinno Capital Management LP97,408$4.20M0.15%+41,951+75.6%Added
First Trust Advisors LP100,554$4.33M0.00%−2,457−2.4%Reduced
Citigroup Inc101,619$4.38M0.01%−13,563−11.8%Reduced
MetLife Investment Management102,851$4.43M0.03%−1,668−1.6%Reduced
State of Tennessee, Treasury Department105,300$4.54M0.02%+105,300New
UBS Oconnor LLC105,922$4.57M0.14%−181,978−63.2%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.109,017$4.65M0.01%−590−0.5%Reduced
Deutsche Bank AG109,463$4.72M0.00%−107,380−49.5%Reduced
Mutual of America Capital Management LLC112,662$4.86M0.06%−5,839−4.9%Reduced
Amalgamated Bank113,104$4.88M0.04%−5,783−4.9%Reduced
Twinbeech Capital LP118,846$5.12M0.08%+95,876+417.4%Added
Fisher Asset Management, LLC119,080$5.13M0.00%−34,875−22.7%Reduced
Bridgewater Associates, LP121,973$5.26M0.03%−432,253−78.0%Reduced
New York State Common Retirement Fund126,610$5.46M0.01%−15,914−11.2%Reduced
Exchange Traded Concepts, LLC134,148$5.78M0.15%−39,858−22.9%Reduced
Captrust Financial Advisors134,961$5.82M0.02%+5,150+4.0%Added
Tectonic Advisors LLC135,158$5.83M0.49%+5,046+3.9%Added
Janney Montgomery Scott LLC140,431$6.05M0.02%−9,060−6.1%Reduced
Raymond James Financial Services Advisors, Inc.147,252$6.35M0.01%−7,908−5.1%Reduced
Algert Global LLC148,288$6.39M0.26%+83,180+127.8%Added
Envestnet Asset Management Inc149,256$6.43M0.00%+19,829+15.3%Added
Second Half Financial Partners, LLC149,896$6.46M3.19%+38,297+34.3%Added
Nisa Investment Advisors, LLC152,110$6.56M0.05%−4,848−3.1%Reduced
Bernzott Capital Advisors153,301$6.61M2.58%+153,301New
Texas Permanent School Fund157,601$6.79M0.06%+2,682+1.7%Added
Stifel Financial Corp158,700$6.84M0.01%−1,231−0.8%Reduced
Employees Retirement System of Texas159,000$6.85M0.08%+30,000+23.3%Added
BNP Paribas Arbitrage, SA167,046$7.20M0.01%+38,367+29.8%Added
Commonwealth Equity Services, LLC170,153$7.33M0.01%−2,870−1.7%Reduced
State Board of Administration of Florida Retirement System171,747$7.40M0.02%+570.0%Added
Manufacturers Life Insurance Company, The172,518$7.44M0.00%−3,013−1.7%Reduced
State of Alaska, Department of Revenue187,932$8.10M0.10%−2,813−1.5%Reduced
M&G Investment Management Ltd188,431$8.10M0.05%−6,524−3.3%Reduced
California State Teachers Retirement System192,600$8.30M0.01%−8,808−4.4%Reduced
Gilman Hill Asset Management, LLC201,130$8.67M1.62%−5,700−2.8%Reduced
Advisor Group Holdings, Inc.203,048$8.75M0.02%−108,546−34.8%Reduced
UBS Group AG203,631$8.78M0.00%−861,420−80.9%Reduced
State of Wisconsin Investment Board204,497$8.81M0.02%+36,024+21.4%Added
Nomura Asset Management Co Ltd205,780$8.87M0.04%+4,300+2.1%Added
Chilton Capital Management LLC208,428$8.98M0.46%+90,377+76.6%Added
Natixis Advisors, L.P.210,001$9.05M0.02%+78,975+60.3%Added
LPL Financial LLC215,198$9.28M0.01%−32,088−13.0%Reduced
Franklin Resources Inc220,889$9.52M0.00%+35,612+19.2%Added
Westwood Holdings Group Inc.226,966$9.78M0.08%+37,982+20.1%Added
Retirement Systems of Alabama228,496$9.85M0.04%+735+0.3%Added
Amundi238,362$10.3M0.00%+69,826+41.4%Added
Verity & Verity, LLC243,747$10.5M1.20%+10,867+4.7%Added
American International Group, Inc.246,427$10.6M0.04%−10,564−4.1%Reduced
Goodman Financial Corp249,930$10.8M2.89%+7,480+3.1%Added
Barclays PLC251,277$10.8M0.01%+96,318+62.2%Added
New York State Teachers Retirement System266,216$11.5M0.03%−300−0.1%Reduced
Cambiar Investors LLC273,883$11.8M0.46%+41,103+17.7%Added
Lighthouse Investment Partners, LLC280,000$12.1M0.88%+80,000+40.0%Added
Thrivent Financial for Lutherans298,741$12.9M0.03%+174,800+141.0%Added
Cbre Clarion Securities LLC305,998$13.2M0.24%−14,936−4.7%Reduced
Alliancebernstein L.P.312,066$13.5M0.01%+8,701+2.9%Added
Alyeska Investment Group, L.P.326,113$14.1M0.09%+326,113New
Great West Life Assurance Co335,583$14.4M0.03%+18,483+5.8%Added
Credit Suisse AG341,166$14.7M0.01%+60,418+21.5%Added
Ceredex Value Advisors LLC343,308$14.8M0.26%+343,308New
Public Employees Retirement System of Ohio348,073$15.0M0.06%+2,391+0.7%Added
Voya Investment Management LLC349,668$15.1M0.02%−78,910−18.4%Reduced
Swiss National Bank359,500$15.5M0.01%−40,800−10.2%Reduced
Raymond James & Associates367,965$15.9M0.01%+29,182+8.6%Added
Asset Management One Co.,Ltd.377,624$16.4M0.07%+22,400+6.3%Added
Masterton Capital Management, LP424,124$18.3M15.80%+98,224+30.1%Added
Standard Life Aberdeen plc464,716$20.0M0.04%−90,589−16.3%Reduced
V3 Capital Management, L.P.477,100$20.6M5.65%−39,700−7.7%Reduced
Renaissance Technologies LLC508,900$21.9M0.03%+74,800+17.2%Added