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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
HighTower Advisors, LLC19,381$846.0K0.00%+3,669+23.4%Added
Tower Research Capital LLC (TRC)19,571$843.5K0.01%−5,703−22.6%Reduced
Cetera Investment Advisers19,364$834.6K0.01%−3,490−15.3%Reduced
Illinois Municipal Retirement Fund18,862$813.0K0.01%00.0%Unchanged
Public Employees Retirement Association of Colorado18,840$812.0K0.00%00.0%Unchanged
Landscape Capital Management, L.L.C.18,614$802.3K0.07%+18,614New
Penserra Capital Management LLC18,555$799.0K0.02%+4,793+34.8%Added
Spirit of America Management Corp17,750$765.0K0.17%00.0%Unchanged
Allie Family Office LLC17,599$758.5K0.52%00.0%Unchanged
Toronto Dominion Bank17,387$749.4K0.00%−2,595−13.0%Reduced
Wellington Management Group LLP17,110$737.4K0.00%00.0%Unchanged
Linden Thomas Advisory Services, LLC16,716$720.5K0.13%−129−0.8%Reduced
Paradigm Financial Partners, LLC16,419$707.7K0.17%−19,395−54.2%Reduced
Ethic Inc.16,174$697.1K0.02%+16,174New
Evergreen Capital Management LLC15,885$684.6K0.03%+15,885New
Point72 Europe (London) LLP15,414$664.3K0.08%+15,414New
Securian Asset Management, Inc15,350$661.6K0.02%−100−0.6%Reduced
Jefferies Financial Group Inc.15,249$657.2K0.01%+15,249New
Vestcor Inc15,215$656.0K0.02%−11,877−43.8%Reduced
Crossmark Global Holdings, Inc.14,736$635.0K0.01%−1,529−9.4%Reduced
Allspring Global Investments Holdings, LLC14,688$633.1K0.00%−2,386−14.0%Reduced
Glenview Trust Co14,492$624.6K0.02%−2,493−14.7%Reduced
Versor Investments LP14,485$624.3K0.13%00.0%Unchanged
The PNC Financial Services Group, Inc.14,434$622.1K0.00%+3,747+35.1%Added
United Services Automobile Association14,386$620.0K0.01%+1,841+14.7%Added
Benjamin F. Edwards & Company, Inc.14,356$619.0K0.01%+98+0.7%Added
Maryland State Retirement & Pension System13,755$592.8K0.01%00.0%Unchanged
Neuberger Berman Group LLC13,190$568.5K0.00%+13,190New
Nicholas Hoffman & Company, LLC.13,025$561.4K0.03%−790−5.7%Reduced
Iat Reinsurance Co Ltd.13,000$560.3K0.10%00.0%Unchanged
Riverwater Partners LLC12,974$559.2K0.44%−4,920−27.5%Reduced
Steward Partners Investment Advisory, LLC12,835$553.2K0.01%−526−3.9%Reduced
Intrua Financial, LLC12,817$552.4K0.09%+1,594+14.2%Added
Spouting Rock Asset Management, LLC12,780$550.8K0.20%+12,780New
Essex Financial Services, Inc.12,755$549.7K0.06%+1,080+9.3%Added
We Are One Seven, LLC12,664$545.8K0.03%+12,664New
Lockheed Martin Investment Management Co12,178$540.4K0.04%−3,400−21.8%Reduced
Schnieders Capital Management LLC12,509$539.1K0.12%+12,509New
DoubleLine ETF Adviser LP12,493$538.4K0.16%+12,493New
Adams Asset Advisors, LLC12,481$537.9K0.07%00.0%Unchanged
Infrastructure Capital Advisors, LLC12,249$527.9K0.08%+420+3.6%Added
Bartlett & Co. Wealth Management LLC12,100$525.3K0.01%00.0%Unchanged
Bartlett & Co. LLC12,100$525.0K0.01%00.0%Unchanged
Metis Global Partners, LLC12,154$523.8K0.02%+1,459+13.6%Added
Shell Asset Management Co12,008$518.0K0.02%+6,652+124.2%Added
Lazard Asset Management LLC11,973$515.0K0.00%−743−5.8%Reduced
Rockefeller Capital Management L.P.11,741$506.1K0.00%+11,741New
Proequities, Inc.11,509$496.0K0.04%−11,815−50.7%Reduced
Gold Investment Management Ltd.11,218$483.5K0.21%+11,218New
Peak Financial Advisors LLC11,178$481.8K0.32%+2,533+29.3%Added
Davenport & Co LLC11,161$481.0K0.00%−61−0.5%Reduced
SC&H Financial Advisors, Inc.11,151$480.6K0.14%00.0%Unchanged
Raymond James Trust N.A.10,800$465.5K0.01%00.0%Unchanged
Bristlecone Advisors, LLC10,564$455.3K0.05%00.0%Unchanged
O'Shaughnessy Asset Management, LLC10,106$435.6K0.01%+10,106New
My Legacy Advisors, LLC10,003$431.6K0.16%−200−2.0%Reduced
Gateway Investment Advisers LLC9,864$425.1K0.00%−122,523−92.5%Reduced
Csenge Advisory Group9,779$421.5K0.03%−9,578−49.5%Reduced
Bank of Nova Scotia9,778$421.4K0.00%−1,416−12.6%Reduced
Carmel Capital Partners, LLC9,752$420.3K0.21%+323+3.4%Added
Cetera Advisors LLC9,732$419.5K0.01%−4,674−32.4%Reduced
Mitsubishi UFJ Trust & Banking Corp9,425$406.2K0.00%−5,629−37.4%Reduced
Wetherby Asset Management Inc9,322$401.8K0.02%+2,579+38.2%Added
Verition Fund Management LLC9,100$392.2K0.00%00.0%Unchanged
Quadrant Capital Group LLC8,977$386.9K0.03%+4,614+105.8%Added
Signaturefd, LLC8,912$384.1K0.01%+4,493+101.7%Added
CWM Advisors, LLC8,890$383.2K0.04%+221+2.5%Added
Norinchukin Bank, The8,744$376.9K0.01%−355−3.9%Reduced
Private Advisor Group, LLC8,686$374.4K0.00%+1,257+16.9%Added
Brinker Capital Investments, LLC8,544$372.3K0.00%−585−6.4%Reduced
Orion Portfolio Solutions, LLC8,544$372.3K0.00%−585−6.4%Reduced
Gables Capital Management Inc.8,550$368.5K0.23%00.0%Unchanged
HGK Asset Management Inc8,480$365.5K0.08%+400+5.0%Added
Resources Investment Advisors, LLC.8,467$364.9K0.01%+2,638+45.3%Added
Vanderbilt University8,372$360.8K0.09%+8,372New
First National Bank of Mount Dora, Trust Investment Services8,368$360.7K0.10%−34−0.4%Reduced
SageView Advisory Group, LLC8,781$356.3K0.02%−9,285−51.4%Reduced
Romano Brothers and Company8,195$353.2K0.05%−575−6.6%Reduced
Shelton Capital Management7,928$341.7K0.01%−543−6.4%Reduced
Gotham Asset Management, LLC7,876$339.5K0.01%+7,876New
Mackenzie Financial Corp7,833$337.6K0.00%−9,564−55.0%Reduced
Panagora Asset Management Inc7,802$336.3K0.00%−165−2.1%Reduced
Duality Advisers, LP7,686$331.3K0.04%−55,052−87.7%Reduced
Concentric Wealth Management, LLC7,625$328.6K0.10%−100−1.3%Reduced
First Financial Bank - Trust Division7,622$328.5K0.03%−330−4.1%Reduced
Cambria Investment Management, L.P.7,600$327.6K0.02%00.0%Unchanged
First National Trust Co7,459$321.5K0.01%00.0%Unchanged
Albert D Mason Inc7,358$317.0K0.21%+40+0.5%Added
Sigma Planning Corp7,326$315.7K0.02%−7,951−52.0%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.7,145$308.0K0.00%+7,145New
Wexford Capital LP7,112$306.5K0.07%+7,112New
US Bancorp7,104$306.2K0.00%+1,909+36.7%Added
Trust Point Inc.7,067$304.6K0.03%+7,067New
Avantax Advisory Services, Inc.7,016$302.4K0.00%+332+5.0%Added
Mercer Global Advisors Inc6,992$301.0K0.00%+6,992New
Baird Financial Group, Inc.6,881$296.6K0.00%+6,881New
Golden State Equity Partners6,761$291.4K0.07%−36−0.5%Reduced
Allworth Financial LP6,744$290.7K0.00%−62−0.9%Reduced
D. E. Shaw & Co., Inc.6,724$289.8K0.00%−267,202−97.5%Reduced
Morningstar Investment Management LLC6,676$288.0K0.03%−129−1.9%Reduced