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 |
|---|---|---|---|---|---|
| Continuum Advisory, LLC | 2,808 | $118.6K | 0.02% | +2,808 | New |
| Principal Securities, Inc. | 2,911 | $124.4K | 0.00% | +475+19.5% | Added |
| Ci Investments Inc. | 3,094 | $132.0K | 0.00% | +576+22.9% | Added |
| Montag A & Associates Inc | 3,613 | $154.4K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 3,676 | $155.4K | 0.00% | −5,749−61.0% | Reduced |
| KBC Group NV | 3,766 | $161.0K | 0.00% | +460+13.9% | Added |
| Stephenson National Bank & Trust | 3,966 | $169.5K | 0.06% | +3,966 | New |
| Pathway Financial Advisers, LLC | 4,295 | $183.6K | 0.07% | +4,045+1,618.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,322 | $184.7K | 0.07% | +1,907+79.0% | Added |
| Duncker Streett & Co Inc | 4,500 | $192.3K | 0.04% | 00.0% | Unchanged |
| Capital City Trust Co | 4,734 | $202.3K | 0.06% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 4,742 | $202.7K | 0.03% | +15+0.3% | Added |
| Greenleaf Trust | 4,749 | $203.0K | 0.00% | +36+0.8% | Added |
| Balboa Wealth Partners | 4,750 | $203.0K | 0.06% | +4,750 | New |
| Northwestern Mutual Wealth Management Co | 4,903 | $209.6K | 0.00% | +743+17.9% | Added |
| DGS Capital Management, LLC | 4,954 | $211.7K | 0.06% | +4,954 | New |
| Gradient Investments LLC | 4,961 | $212.0K | 0.00% | −259−5.0% | Reduced |
| Sequoia Financial Advisors, LLC | 4,991 | $213.3K | 0.00% | +4,991 | New |
| Hilltop Holdings Inc. | 5,126 | $219.1K | 0.02% | −800−13.5% | Reduced |
| V2 Financial group LLC | 5,150 | $220.1K | 0.15% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 5,189 | $221.8K | 0.42% | +39+0.8% | Added |
| Truvestments Capital LLC | 5,193 | $222.0K | 0.09% | −39,151−88.3% | Reduced |
| Hantz Financial Services, Inc. | 5,202 | $222.0K | 0.00% | +4,837+1,325.2% | Added |
| Bridgewealth Advisory Group, LLC | 5,228 | $223.4K | 0.11% | −145−2.7% | Reduced |
| CIBC Asset Management Inc | 5,282 | $225.8K | 0.00% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 5,304 | $226.7K | 0.12% | −420−7.3% | Reduced |
| Campion Asset Management LLC | 5,460 | $233.4K | 0.18% | 00.0% | Unchanged |
| Private Trust Co NA | 5,465 | $233.6K | 0.03% | −1,052−16.1% | Reduced |
| Parallel Advisors, LLC | 5,542 | $236.9K | 0.01% | −31−0.6% | Reduced |
| Castle Rock Wealth Management, LLC | 5,857 | $238.3K | 0.07% | +213+3.8% | Added |
| Mission Wealth Management, LP | 5,577 | $238.4K | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 5,601 | $239.4K | 0.00% | −35,899−86.5% | Reduced |
| Metropolitan Life Insurance Co | 5,634 | $240.8K | 0.01% | +49+0.9% | Added |
| Atria Wealth Solutions, Inc. | 5,731 | $244.9K | 0.00% | +454+8.6% | Added |
| Huntington National Bank | 5,809 | $248.3K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 5,846 | $249.9K | 0.02% | −12,768−68.6% | Reduced |
| Baird Financial Group, Inc. | 5,939 | $253.8K | 0.00% | −942−13.7% | Reduced |
| Level Four Advisory Services, LLC | 5,918 | $255.1K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 5,994 | $256.2K | 0.01% | +618+11.5% | Added |
| Coldstream Capital Management Inc | 6,015 | $257.1K | 0.01% | +120+2.0% | Added |
| Toroso Investments, LLC | 6,023 | $257.4K | 0.00% | +6,023 | New |
| PSI Advisors, LLC | 6,123 | $261.7K | 0.09% | +84+1.4% | Added |
| CWM, LLC | 6,330 | $271.0K | 0.00% | −239−3.6% | Reduced |
| Virtue Capital Management, LLC | 6,812 | $279.1K | 0.05% | +6,812 | New |
| Impact Partnership Wealth, LLC | 6,594 | $281.8K | 0.11% | +6,474+5,395.0% | Added |
| Morningstar Investment Management LLC | 6,676 | $285.0K | 0.03% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 6,688 | $285.8K | 0.14% | +6,688 | New |
| TownSquare Capital, LLC | 6,690 | $285.9K | 0.00% | +6,690 | New |
| Stevens Capital Management LP | 6,760 | $289.0K | 0.06% | +6,760 | New |
| Buckingham Strategic Partners | 6,786 | $290.0K | 0.01% | +755+12.5% | Added |
| Albert D Mason Inc | 6,823 | $292.0K | 0.18% | −535−7.3% | Reduced |
| Alpha Cubed Investments, LLC | 6,867 | $293.5K | 0.02% | +6,867 | New |
| First Financial Bank - Trust Division | 6,915 | $295.5K | 0.03% | −707−9.3% | Reduced |
| Trust Point Inc. | 7,004 | $299.4K | 0.02% | −63−0.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,097 | $303.0K | 0.00% | −48−0.7% | Reduced |
| Allworth Financial LP | 7,096 | $303.3K | 0.00% | +352+5.2% | Added |
| Vident Advisory, LLC | 7,138 | $305.1K | 0.01% | +913+14.7% | Added |
| US Bancorp | 7,155 | $305.8K | 0.00% | +51+0.7% | Added |
| IFP Advisors, Inc | 7,186 | $307.1K | 0.01% | +540+8.1% | Added |
| Panagora Asset Management Inc | 7,298 | $311.9K | 0.00% | −504−6.5% | Reduced |
| Tower Research Capital LLC (TRC) | 7,400 | $316.3K | 0.01% | −12,171−62.2% | Reduced |
| Mercer Global Advisors Inc | 7,286 | $318.0K | 0.00% | +294+4.2% | Added |
| First National Trust Co | 7,459 | $318.8K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 7,545 | $322.5K | 0.00% | +7,545 | New |
| Concentric Wealth Management, LLC | 7,625 | $325.9K | 0.09% | 00.0% | Unchanged |
| Strategic Advocates LLC | 7,688 | $328.6K | 0.13% | +7,688 | New |
| Delap Wealth Advisory, LLC | 7,880 | $336.8K | 0.14% | +7,880 | New |
| Shelton Capital Management | 7,928 | $338.8K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 8,015 | $342.6K | 0.15% | +3,108+63.3% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 8,029 | $343.2K | 0.08% | −339−4.1% | Reduced |
| Romano Brothers and Company | 8,195 | $350.3K | 0.05% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 8,325 | $356.0K | 0.13% | +8,325 | New |
| CWM Advisors, LLC | 8,376 | $358.0K | 0.04% | −514−5.8% | Reduced |
| Gables Capital Management Inc. | 8,550 | $365.4K | 0.20% | 00.0% | Unchanged |
| Norinchukin Bank, The | 8,667 | $370.4K | 0.01% | −77−0.9% | Reduced |
| We Are One Seven, LLC | 8,691 | $371.5K | 0.02% | −3,973−31.4% | Reduced |
| Principle Wealth Partners LLC | 8,784 | $375.4K | 0.03% | +3,374+62.4% | Added |
| Wetherby Asset Management Inc | 9,025 | $385.7K | 0.02% | −297−3.2% | Reduced |
| Quadrant Capital Group LLC | 9,177 | $392.2K | 0.03% | +200+2.2% | Added |
| The PNC Financial Services Group, Inc. | 9,396 | $401.6K | 0.00% | −5,038−34.9% | Reduced |
| Signaturefd, LLC | 9,439 | $403.4K | 0.01% | +527+5.9% | Added |
| Lockheed Martin Investment Management Co | 9,378 | $413.8K | 0.03% | −2,800−23.0% | Reduced |
| Private Advisor Group, LLC | 9,717 | $415.3K | 0.00% | +1,031+11.9% | Added |
| Brinker Capital Investments, LLC | 9,741 | $416.3K | 0.00% | +1,197+14.0% | Added |
| Orion Portfolio Solutions, LLC | 9,741 | $416.3K | 0.00% | +1,197+14.0% | Added |
| Bristlecone Advisors, LLC | 9,812 | $419.4K | 0.04% | −752−7.1% | Reduced |
| Csenge Advisory Group | 9,905 | $423.3K | 0.02% | +126+1.3% | Added |
| My Legacy Advisors, LLC | 9,948 | $425.2K | 0.14% | −55−0.5% | Reduced |
| Gateway Investment Advisers LLC | 9,959 | $425.6K | 0.00% | +95+1.0% | Added |
| Erste Asset Management GmbH | 10,400 | $443.0K | 0.01% | +10,400 | New |
| Intrua Financial, LLC | 10,444 | $446.4K | 0.07% | −2,373−18.5% | Reduced |
| Schnieders Capital Management LLC | 10,459 | $447.0K | 0.09% | −2,050−16.4% | Reduced |
| Carmel Capital Partners, LLC | 10,683 | $456.6K | 0.19% | +931+9.5% | Added |
| UBS Oconnor LLC | 10,700 | $457.3K | 0.01% | −95,222−89.9% | Reduced |
| Raymond James Trust N.A. | 10,800 | $461.6K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 10,829 | $463.0K | 0.01% | −3,527−24.6% | Reduced |
| Shell Asset Management Co | 11,002 | $469.0K | 0.02% | −1,006−8.4% | Reduced |
| Davenport & Co LLC | 11,150 | $476.5K | 0.00% | −11−0.1% | Reduced |
| SC&H Financial Advisors, Inc. | 11,151 | $476.6K | 0.12% | 00.0% | Unchanged |
| AIA Group Ltd | 11,201 | $478.7K | 0.02% | +11,201 | New |