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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 6,646 | $286.4K | 0.01% | −2,591−28.1% | Reduced |
| CWM, LLC | 6,569 | $283.0K | 0.00% | +2,177+49.6% | Added |
| Private Trust Co NA | 6,517 | $280.9K | 0.03% | 00.0% | Unchanged |
| Walleye Capital LLC | 6,291 | $271.1K | 0.00% | −1,670−21.0% | Reduced |
| Vident Advisory, LLC | 6,225 | $268.3K | 0.01% | +6,225 | New |
| PSI Advisors, LLC | 6,039 | $260.3K | 0.10% | +87+1.5% | Added |
| Buckingham Strategic Partners | 6,031 | $259.9K | 0.01% | +6,031 | New |
| Hilltop Holdings Inc. | 5,926 | $255.4K | 0.03% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 5,918 | $255.1K | 0.01% | +5,918 | New |
| Coldstream Capital Management Inc | 5,895 | $254.1K | 0.01% | −509−7.9% | Reduced |
| Huntington National Bank | 5,809 | $250.4K | 0.00% | +352+6.5% | Added |
| Ossiam | 5,752 | $247.9K | 0.00% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 5,724 | $246.7K | 0.15% | −5,255−47.9% | Reduced |
| Jump Financial, LLC | 5,620 | $242.2K | 0.01% | −380−6.3% | Reduced |
| Castle Rock Wealth Management, LLC | 5,644 | $241.1K | 0.07% | +5,644 | New |
| Metropolitan Life Insurance Co | 5,585 | $240.7K | 0.01% | −16−0.3% | Reduced |
| Mission Wealth Management, LP | 5,577 | $240.4K | 0.01% | +5,577 | New |
| Parallel Advisors, LLC | 5,573 | $240.2K | 0.01% | +2,714+94.9% | Added |
| Mirabella Financial Services LLP | 5,507 | $237.4K | 0.03% | +5,507 | New |
| Kapitalo Investimentos Ltda | 5,495 | $236.8K | 0.05% | −1,223−18.2% | Reduced |
| Campion Asset Management LLC | 5,460 | $235.3K | 0.20% | +5,460 | New |
| Principle Wealth Partners LLC | 5,410 | $233.2K | 0.02% | +5,410 | New |
| Profund Advisors LLC | 5,376 | $231.7K | 0.01% | +5,376 | New |
| Bridgewealth Advisory Group, LLC | 5,373 | $231.6K | 0.18% | +5,373 | New |
| CIBC Asset Management Inc | 5,282 | $227.7K | 0.00% | +5,282 | New |
| Atria Wealth Solutions, Inc. | 5,277 | $227.4K | 0.00% | +5,277 | New |
| First Citizens Bank & Trust Co | 5,235 | $225.6K | 0.00% | +5,235 | New |
| Gradient Investments LLC | 5,220 | $225.0K | 0.01% | −10−0.2% | Reduced |
| Two Sigma Advisers, LP | 5,200 | $224.1K | 0.00% | +5,200 | New |
| Lockerman Financial Group, Inc. | 5,150 | $222.0K | 0.51% | +5,150 | New |
| V2 Financial group LLC | 5,150 | $222.0K | 0.15% | +5,150 | New |
| Stephens Inc | 4,940 | $212.9K | 0.00% | +4,940 | New |
| Newbridge Financial Services Group, Inc. | 4,907 | $211.5K | 0.10% | +3,179+184.0% | Added |
| Capital City Trust Co | 4,734 | $204.0K | 0.06% | +4,734 | New |
| Lakeview Capital Partners, LLC | 4,727 | $203.7K | 0.04% | +4,727 | New |
| Greenleaf Trust | 4,713 | $203.1K | 0.00% | +4,713 | New |
| IHT Wealth Management, LLC | 4,656 | $200.7K | 0.01% | +4,656 | New |
| Duncker Streett & Co Inc | 4,500 | $193.9K | 0.04% | −556−11.0% | Reduced |
| Brown Brothers Harriman & Co | 4,400 | $189.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,160 | $179.3K | 0.00% | +691+19.9% | Added |
| Bokf, NA | 3,975 | $171.3K | 0.00% | +2,175+120.8% | Added |
| Montag A & Associates Inc | 3,613 | $155.7K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 3,306 | $142.0K | 0.00% | +366+12.4% | Added |
| Advisory Services Network, LLC | 2,627 | $113.2K | 0.00% | −2,982−53.2% | Reduced |
| Ci Investments Inc. | 2,518 | $109.0K | 0.00% | +382+17.9% | Added |
| Richardson Financial Services Inc. | 2,445 | $105.4K | 0.09% | +2,445 | New |
| Principal Securities, Inc. | 2,436 | $105.0K | 0.00% | +2,436 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2,415 | $104.1K | 0.05% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 2,407 | $103.7K | 0.00% | −304−11.2% | Reduced |
| Spire Wealth Management | 2,244 | $95.0K | 0.00% | +17+0.8% | Added |
| NBC Securities, Inc. | 2,111 | $90.0K | 0.01% | −193−8.4% | Reduced |
| Farther Finance Advisors, LLC | 2,079 | $89.6K | 0.01% | +13+0.6% | 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 |
| GWM Advisors LLC | 1,948 | $84.0K | 0.00% | +136+7.5% | Added |
| Geneos Wealth Management Inc. | 1,945 | $83.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,902 | $82.0K | 0.00% | +1,002+111.3% | Added |
| Whittier Trust Co | 1,800 | $77.6K | 0.00% | −1,174−39.5% | Reduced |
| Covestor Ltd | 1,783 | $77.0K | 0.05% | +722+68.0% | Added |
| EverSource Wealth Advisors, LLC | 1,731 | $74.6K | 0.01% | +1,635+1,703.1% | Added |
| Central Trust Co | 1,650 | $71.1K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,600 | $69.0K | 0.00% | +1,600 | New |
| Migdal Insurance & Financial Holdings Ltd. | 1,369 | $59.0K | 0.00% | +178+14.9% | Added |
| Horizons Wealth Management | 1,125 | $48.5K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 942 | $40.6K | 0.01% | −2,072−68.7% | Reduced |
| GAMMA Investing LLC | 965 | $38.9K | 0.01% | +965 | New |
| First United Bank Trust | 900 | $38.8K | 0.02% | +900 | New |
| VisionPoint Advisory Group, LLC | 864 | $37.2K | 0.01% | +172+24.9% | Added |
| Sunbelt Securities, Inc. | 830 | $35.8K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 800 | $34.5K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 754 | $32.5K | 0.00% | +328+77.0% | Added |
| WealthCollab, LLC | 601 | $25.9K | 0.02% | +601 | New |
| Tennessee Valley Asset Management Partners | 585 | $25.2K | 0.01% | +585 | New |
| Global Retirement Partners, LLC | 533 | $22.9K | 0.00% | −326−38.0% | Reduced |
| Western Pacific Wealth Management, LP | 505 | $21.8K | 0.02% | 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 |
| AdvisorNet Financial, Inc | 486 | $20.9K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 484 | $20.9K | 0.01% | −445−47.9% | Reduced |
| Wiser Advisor Group LLC | 462 | $19.9K | 0.03% | +462 | New |
| Bogart Wealth, LLC | 447 | $19.3K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 444 | $19.1K | 0.00% | +444 | New |
| Salomon & Ludwin, LLC | 535 | $18.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 390 | $16.8K | 0.00% | +221+130.8% | Added |
| 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 |
| EntryPoint Capital, LLC | 370 | $15.9K | 0.02% | +370 | New |
| Tidemark, LLC | 370 | $15.9K | 0.01% | +370 | New |
| Quarry LP | 331 | $14.3K | 0.01% | −157−32.2% | Reduced |
| Quent Capital, LLC | 316 | $13.6K | 0.00% | +118+59.6% | Added |
| AllSquare Wealth Management LLC | 300 | $12.9K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 299 | $12.9K | 0.00% | −182−37.8% | Reduced |
| Core Wealth Advisors, Inc. | 293 | $12.6K | 0.00% | +71+32.0% | Added |
| Assetmark, Inc | 287 | $12.4K | 0.00% | +287 | New |
| JNBA Financial Advisors | 279 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 295 | $12.0K | 0.00% | +172+139.8% | Added |
| Planned Solutions, Inc. | 256 | $11.0K | 0.01% | +256 | New |
| Pathway Financial Advisers, LLC | 250 | $10.8K | 0.00% | +26+11.6% | Added |
| Stephens Consulting, LLC | 240 | $10.3K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 221 | $10.0K | 0.00% | +19+9.4% | Added |