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 |
|---|---|---|---|---|---|
| TownSquare Capital, LLC | 6,690 | $285.9K | 0.00% | +6,690 | New |
| Samalin Investment Counsel, LLC | 6,688 | $285.8K | 0.14% | +6,688 | New |
| Morningstar Investment Management LLC | 6,676 | $285.0K | 0.03% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 6,594 | $281.8K | 0.11% | +6,474+5,395.0% | Added |
| Virtue Capital Management, LLC | 6,812 | $279.1K | 0.05% | +6,812 | New |
| CWM, LLC | 6,330 | $271.0K | 0.00% | −239−3.6% | Reduced |
| PSI Advisors, LLC | 6,123 | $261.7K | 0.09% | +84+1.4% | Added |
| Toroso Investments, LLC | 6,023 | $257.4K | 0.00% | +6,023 | New |
| Coldstream Capital Management Inc | 6,015 | $257.1K | 0.01% | +120+2.0% | Added |
| Profund Advisors LLC | 5,994 | $256.2K | 0.01% | +618+11.5% | Added |
| Level Four Advisory Services, LLC | 5,918 | $255.1K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 5,939 | $253.8K | 0.00% | −942−13.7% | Reduced |
| Landscape Capital Management, L.L.C. | 5,846 | $249.9K | 0.02% | −12,768−68.6% | Reduced |
| Huntington National Bank | 5,809 | $248.3K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 5,731 | $244.9K | 0.00% | +454+8.6% | Added |
| Metropolitan Life Insurance Co | 5,634 | $240.8K | 0.01% | +49+0.9% | Added |
| Marshall Wace, LLP | 5,601 | $239.4K | 0.00% | −35,899−86.5% | Reduced |
| Mission Wealth Management, LP | 5,577 | $238.4K | 0.01% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 5,857 | $238.3K | 0.07% | +213+3.8% | Added |
| Parallel Advisors, LLC | 5,542 | $236.9K | 0.01% | −31−0.6% | Reduced |
| Private Trust Co NA | 5,465 | $233.6K | 0.03% | −1,052−16.1% | Reduced |
| Campion Asset Management LLC | 5,460 | $233.4K | 0.18% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 5,304 | $226.7K | 0.12% | −420−7.3% | Reduced |
| CIBC Asset Management Inc | 5,282 | $225.8K | 0.00% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 5,228 | $223.4K | 0.11% | −145−2.7% | Reduced |
| Hantz Financial Services, Inc. | 5,202 | $222.0K | 0.00% | +4,837+1,325.2% | Added |
| Truvestments Capital LLC | 5,193 | $222.0K | 0.09% | −39,151−88.3% | Reduced |
| Lockerman Financial Group, Inc. | 5,189 | $221.8K | 0.42% | +39+0.8% | Added |
| V2 Financial group LLC | 5,150 | $220.1K | 0.15% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 5,126 | $219.1K | 0.02% | −800−13.5% | Reduced |
| Sequoia Financial Advisors, LLC | 4,991 | $213.3K | 0.00% | +4,991 | New |
| Gradient Investments LLC | 4,961 | $212.0K | 0.00% | −259−5.0% | Reduced |
| DGS Capital Management, LLC | 4,954 | $211.7K | 0.06% | +4,954 | New |
| Northwestern Mutual Wealth Management Co | 4,903 | $209.6K | 0.00% | +743+17.9% | Added |
| Balboa Wealth Partners | 4,750 | $203.0K | 0.06% | +4,750 | New |
| Greenleaf Trust | 4,749 | $203.0K | 0.00% | +36+0.8% | Added |
| Lakeview Capital Partners, LLC | 4,742 | $202.7K | 0.03% | +15+0.3% | Added |
| Capital City Trust Co | 4,734 | $202.3K | 0.06% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,500 | $192.3K | 0.04% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 4,322 | $184.7K | 0.07% | +1,907+79.0% | Added |
| Pathway Financial Advisers, LLC | 4,295 | $183.6K | 0.07% | +4,045+1,618.0% | Added |
| Stephenson National Bank & Trust | 3,966 | $169.5K | 0.06% | +3,966 | New |
| KBC Group NV | 3,766 | $161.0K | 0.00% | +460+13.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,676 | $155.4K | 0.00% | −5,749−61.0% | Reduced |
| Montag A & Associates Inc | 3,613 | $154.4K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,094 | $132.0K | 0.00% | +576+22.9% | Added |
| Principal Securities, Inc. | 2,911 | $124.4K | 0.00% | +475+19.5% | Added |
| Continuum Advisory, LLC | 2,808 | $118.6K | 0.02% | +2,808 | New |
| PEAK6 Investments LLC | 2,624 | $112.2K | 0.01% | +2,624 | New |
| Richardson Financial Services Inc. | 2,587 | $110.6K | 0.08% | +142+5.8% | Added |
| Alaska Permanent Fund Corp | 2,443 | $104.4K | 0.00% | +36+1.5% | Added |
| Spire Wealth Management | 2,246 | $96.0K | 0.00% | +2+0.1% | Added |
| NBC Securities, Inc. | 2,095 | $89.0K | 0.01% | −16−0.8% | Reduced |
| JJJ Advisors Inc. | 1,949 | $83.3K | 0.02% | 00.0% | Unchanged |
| Security National Bank | 1,949 | $83.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,933 | $83.0K | 0.05% | +150+8.4% | Added |
| Farther Finance Advisors, LLC | 1,955 | $82.7K | 0.01% | −124−6.0% | Reduced |
| Fifth Third Bancorp | 1,917 | $81.9K | 0.00% | +15+0.8% | Added |
| GWM Advisors LLC | 1,840 | $78.6K | 0.00% | −108−5.5% | Reduced |
| Whittier Trust Co | 1,800 | $76.9K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,788 | $76.4K | 0.07% | +1,418+383.2% | Added |
| Bokf, NA | 1,800 | $76.1K | 0.00% | −2,175−54.7% | Reduced |
| Central Trust Co | 1,650 | $70.5K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,600 | $68.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,521 | $65.0K | 0.00% | −424−21.8% | Reduced |
| Abich Financial Wealth Management LLC | 1,470 | $62.8K | 0.05% | +1,457+11,207.7% | Added |
| EverSource Wealth Advisors, LLC | 1,508 | $61.1K | 0.00% | −223−12.9% | Reduced |
| Salomon & Ludwin, LLC | 1,285 | $54.9K | 0.00% | +750+140.2% | Added |
| GAMMA Investing LLC | 1,205 | $51.5K | 0.01% | +240+24.9% | Added |
| Horizons Wealth Management | 1,125 | $48.5K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 1,010 | $43.2K | 0.01% | +68+7.2% | Added |
| Riverview Trust Co | 1,007 | $43.0K | 0.03% | +1,007 | New |
| Migdal Insurance & Financial Holdings Ltd. | 1,000 | $43.0K | 0.00% | −369−27.0% | Reduced |
| Bessemer Group Inc | 994 | $42.0K | 0.00% | +699+236.9% | Added |
| Venturi Wealth Management, LLC | 908 | $38.8K | 0.00% | +688+312.7% | Added |
| First United Bank Trust | 900 | $38.5K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 850 | $35.9K | 0.00% | +850 | New |
| VisionPoint Advisory Group, LLC | 810 | $34.6K | 0.01% | −54−6.3% | Reduced |
| LRI Investments, LLC | 804 | $34.4K | 0.01% | +804 | New |
| Key Financial Inc | 800 | $34.2K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 754 | $32.2K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 601 | $25.7K | 0.02% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 563 | $24.1K | 0.00% | +563 | New |
| Sunbelt Securities, Inc. | 540 | $23.1K | 0.00% | −290−34.9% | Reduced |
| Western Pacific Wealth Management, LP | 505 | $21.6K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $21.4K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 500 | $21.1K | 0.01% | +500 | New |
| Wiser Advisor Group LLC | 462 | $19.7K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 456 | $19.5K | 0.01% | +125+37.8% | Added |
| Bogart Wealth, LLC | 447 | $19.1K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 444 | $19.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 400 | $17.1K | 0.01% | +400 | New |
| Massmutual Trust Co FSB | 390 | $16.7K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 400 | $16.3K | 0.01% | +400 | New |
| Tidemark, LLC | 375 | $16.0K | 0.01% | +5+1.4% | Added |
| Rothschild Investment LLC | 366 | $15.6K | 0.00% | +366 | New |
| AdvisorNet Financial, Inc | 355 | $15.2K | 0.00% | −131−27.0% | Reduced |
| Global Retirement Partners, LLC | 353 | $15.1K | 0.00% | −180−33.8% | Reduced |
| Gilliland Jeter Wealth Management LLC | 348 | $14.9K | 0.01% | +348 | New |
| Rise Advisors, LLC | 333 | $14.2K | 0.01% | +333 | New |