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, Q1 2024
Institutional positions in NNN REIT, Inc. as of Mar 31, 2024. 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
- 448
- +10 vs. Q4 2023
- Shares held
- 165.2M
- +1.45M (+0.9%) vs. Q4 2023
- Total value
- $7.05B
- −$5.50M (−0.1%) vs. Q4 2023
- New holders
- 68
- 175 more added
- Sold out
- 58
- 136 more reduced
6 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding NNN REIT, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 3 | $129 | 0.00% | +1+50.0% | Added |
| Harbor Investment Advisory, LLC | 13 | $556 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $770 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 20 | $843 | 0.00% | +12+150.0% | Added |
| Global Assets Advisory, LLC | 39,701 | $939 | 0.04% | +39,701 | New |
| Capital Advisors, Ltd. LLC | 17 | $1.00K | 0.00% | +7+70.0% | Added |
| Sachetta, LLC | 29 | $1.25K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 31 | $1.32K | 0.00% | +31 | New |
| Planning Capital Management Corp | 32 | $1.37K | 0.00% | +32 | New |
| Caitlin John, LLC | 36 | $1.55K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 53 | $2.26K | 0.00% | +1+1.9% | Added |
| Prestige Wealth Management Group LLC | 64 | $2.74K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 66 | $2.85K | 0.00% | +66 | New |
| Rocky Mountain Advisers, LLC | 67 | $2.86K | 0.00% | +67 | New |
| Concord Wealth Partners | 68 | $2.91K | 0.00% | +68 | New |
| Crewe Advisors LLC | 68 | $2.91K | 0.00% | +68 | New |
| Parkside Financial Bank & Trust | 78 | $3.33K | 0.00% | +8+11.4% | Added |
| Farmers & Merchants Investments Inc | 80 | $3.42K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 81 | $3.47K | 0.00% | +81 | New |
| Bruce G. Allen Investments, LLC | 82 | $3.50K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 104 | $4.00K | 0.00% | +104 | New |
| Aspire Private Capital, LLC | 95 | $4.06K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 96 | $4.10K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $4.27K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 102 | $4.36K | 0.00% | +102 | New |
| Umb Bank N A | 107 | $4.57K | 0.00% | +107 | New |
| Bell Investment Advisors, Inc | 110 | $4.70K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 148 | $6.33K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 153 | $6.54K | 0.00% | +55+56.1% | Added |
| LGT Financial Advisors LLC | 178 | $7.61K | 0.01% | +113+173.8% | Added |
| Pinnacle Bancorp, Inc. | 179 | $7.65K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 180 | $7.69K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 165 | $8.00K | 0.00% | +24+17.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 200 | $8.55K | 0.00% | 00.0% | Unchanged |
| Natixis | 211 | $9.02K | 0.00% | +39+22.7% | Added |
| HM Payson & Co | 215 | $9.19K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 240 | $10.3K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 240 | $10.3K | 0.01% | +100+71.4% | Added |
| Smartleaf Asset Management LLC | 266 | $11.3K | 0.00% | +266 | New |
| JNBA Financial Advisors | 279 | $11.9K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 290 | $12.4K | 0.00% | +290 | New |
| Core Wealth Advisors, Inc. | 293 | $12.5K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 299 | $12.8K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 300 | $12.8K | 0.00% | +300 | New |
| AllSquare Wealth Management LLC | 300 | $12.8K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 310 | $13.2K | 0.01% | +310 | New |
| Quent Capital, LLC | 323 | $13.8K | 0.00% | +7+2.2% | Added |
| Loomis Sayles & Co L P | 326 | $14.0K | 0.00% | −56−14.7% | Reduced |
| Rise Advisors, LLC | 333 | $14.2K | 0.01% | +333 | New |
| Gilliland Jeter Wealth Management LLC | 348 | $14.9K | 0.01% | +348 | New |
| Global Retirement Partners, LLC | 353 | $15.1K | 0.00% | −180−33.8% | Reduced |
| AdvisorNet Financial, Inc | 355 | $15.2K | 0.00% | −131−27.0% | Reduced |
| Rothschild Investment LLC | 366 | $15.6K | 0.00% | +366 | New |
| Tidemark, LLC | 375 | $16.0K | 0.01% | +5+1.4% | Added |
| DecisionPoint Financial, LLC | 400 | $16.3K | 0.01% | +400 | New |
| Massmutual Trust Co FSB | 390 | $16.7K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 400 | $17.1K | 0.01% | +400 | New |
| TCTC Holdings, LLC | 444 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 447 | $19.1K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 456 | $19.5K | 0.01% | +125+37.8% | Added |
| Wiser Advisor Group LLC | 462 | $19.7K | 0.03% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 500 | $21.1K | 0.01% | +500 | New |
| North Star Investment Management Corp. | 500 | $21.4K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 505 | $21.6K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 540 | $23.1K | 0.00% | −290−34.9% | Reduced |
| SYSTM Wealth Solutions LLC | 563 | $24.1K | 0.00% | +563 | New |
| WealthCollab, LLC | 601 | $25.7K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 754 | $32.2K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 800 | $34.2K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 804 | $34.4K | 0.01% | +804 | New |
| VisionPoint Advisory Group, LLC | 810 | $34.6K | 0.01% | −54−6.3% | Reduced |
| CIBC Private Wealth Group, LLC | 850 | $35.9K | 0.00% | +850 | New |
| First United Bank Trust | 900 | $38.5K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 908 | $38.8K | 0.00% | +688+312.7% | Added |
| Bessemer Group Inc | 994 | $42.0K | 0.00% | +699+236.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,000 | $43.0K | 0.00% | −369−27.0% | Reduced |
| Riverview Trust Co | 1,007 | $43.0K | 0.03% | +1,007 | New |
| State of Wyoming | 1,010 | $43.2K | 0.01% | +68+7.2% | Added |
| Horizons Wealth Management | 1,125 | $48.5K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,205 | $51.5K | 0.01% | +240+24.9% | Added |
| Salomon & Ludwin, LLC | 1,285 | $54.9K | 0.00% | +750+140.2% | Added |
| EverSource Wealth Advisors, LLC | 1,508 | $61.1K | 0.00% | −223−12.9% | Reduced |
| Abich Financial Wealth Management LLC | 1,470 | $62.8K | 0.05% | +1,457+11,207.7% | Added |
| Geneos Wealth Management Inc. | 1,521 | $65.0K | 0.00% | −424−21.8% | Reduced |
| Heritage Wealth Advisors | 1,600 | $68.4K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,650 | $70.5K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 1,800 | $76.1K | 0.00% | −2,175−54.7% | Reduced |
| EntryPoint Capital, LLC | 1,788 | $76.4K | 0.07% | +1,418+383.2% | Added |
| Whittier Trust Co | 1,800 | $76.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,840 | $78.6K | 0.00% | −108−5.5% | Reduced |
| Fifth Third Bancorp | 1,917 | $81.9K | 0.00% | +15+0.8% | Added |
| Farther Finance Advisors, LLC | 1,955 | $82.7K | 0.01% | −124−6.0% | Reduced |
| Covestor Ltd | 1,933 | $83.0K | 0.05% | +150+8.4% | Added |
| Security National Bank | 1,949 | $83.3K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,949 | $83.3K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,095 | $89.0K | 0.01% | −16−0.8% | Reduced |
| Spire Wealth Management | 2,246 | $96.0K | 0.00% | +2+0.1% | Added |
| Alaska Permanent Fund Corp | 2,443 | $104.4K | 0.00% | +36+1.5% | Added |
| Richardson Financial Services Inc. | 2,587 | $110.6K | 0.08% | +142+5.8% | Added |
| PEAK6 Investments LLC | 2,624 | $112.2K | 0.01% | +2,624 | New |