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, Q2 2024
Institutional positions in NNN REIT, Inc. as of Jun 30, 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
- 458
- +14 vs. Q1 2024
- Shares held
- 165.5M
- +752.3K (+0.5%) vs. Q1 2024
- Total value
- $7.06B
- +$21.5M (+0.3%) vs. Q1 2024
- New holders
- 50
- 154 more added
- Sold out
- 36
- 176 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding NNN REIT, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 10 | $0 | 0.00% | −7−41.2% | Reduced |
| MV Capital Management, Inc. | 2 | $86 | 0.00% | −1−33.3% | Reduced |
| TD Waterhouse Canada Inc. | 16 | $675 | 0.00% | +16 | New |
| Crewe Advisors LLC | 18 | $767 | 0.00% | −50−73.5% | Reduced |
| Private Wealth Management Group, LLC | 18 | $767 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 20 | $841 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 29 | $1.34K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 36 | $1.54K | 0.00% | +36 | New |
| Caitlin John, LLC | 37 | $1.56K | 0.00% | +1+2.8% | Added |
| Loomis Sayles & Co L P | 37 | $2.00K | 0.00% | −289−88.7% | Reduced |
| Clear Street Markets LLC | 49 | $2.00K | 0.00% | +49 | New |
| Harbor Investment Advisory, LLC | 48 | $2.04K | 0.00% | +35+269.2% | Added |
| Accent Capital Management, LLC | 62 | $2.64K | 0.00% | +62 | New |
| Prestige Wealth Management Group LLC | 64 | $2.73K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 70 | $2.98K | 0.00% | −8−10.3% | Reduced |
| Mather Group, LLC. | 74 | $3.16K | 0.00% | +8+12.1% | Added |
| Farmers & Merchants Investments Inc | 80 | $3.41K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 81 | $3.46K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 85 | $3.62K | 0.00% | +17+25.0% | Added |
| Harbour Investments, Inc. | 89 | $3.79K | 0.00% | −7−7.3% | Reduced |
| Aspire Private Capital, LLC | 95 | $4.05K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $4.26K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 110 | $4.69K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 130 | $5.54K | 0.00% | +130 | New |
| Avion Wealth | 141 | $6.00K | 0.00% | −24−14.5% | Reduced |
| Meeder Asset Management Inc | 148 | $6.30K | 0.00% | +148 | New |
| Umb Bank N A | 176 | $7.50K | 0.00% | +69+64.5% | Added |
| LGT Financial Advisors LLC | 178 | $7.58K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 179 | $7.63K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 180 | $7.67K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Natixis | 211 | $8.99K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 237 | $10.0K | 0.00% | −29−10.9% | Reduced |
| Stephens Consulting, LLC | 240 | $10.2K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 240 | $10.2K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 247 | $10.5K | 0.01% | +94+61.4% | Added |
| JNBA Financial Advisors | 279 | $11.9K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 296 | $12.6K | 0.00% | +296 | New |
| Moisand Fitzgerald Tamayo, LLC | 299 | $12.7K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 300 | $12.8K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 300 | $12.8K | 0.00% | −100−25.0% | Reduced |
| AllSquare Wealth Management LLC | 300 | $12.8K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 305 | $13.0K | 0.00% | −235−43.5% | Reduced |
| SRS Capital Advisors, Inc. | 309 | $13.2K | 0.00% | +309 | New |
| Pingora Partners LLC | 310 | $13.2K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 323 | $13.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 337 | $14.4K | 0.01% | +4+1.2% | Added |
| Allspring Global Investments Holdings, LLC | 346 | $14.7K | 0.00% | −15,513−97.8% | Reduced |
| Gilliland Jeter Wealth Management LLC | 348 | $14.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 355 | $15.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 366 | $15.6K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 380 | $16.2K | 0.01% | +5+1.3% | Added |
| Catalyst Funds Management Pty Ltd | 400 | $17.0K | 0.00% | +400 | New |
| Massmutual Trust Co FSB | 405 | $17.3K | 0.00% | +15+3.8% | Added |
| DecisionPoint Financial, LLC | 400 | $18.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 442 | $18.8K | 0.00% | +89+25.2% | Added |
| TCTC Holdings, LLC | 444 | $18.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 447 | $19.0K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 462 | $19.7K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 466 | $19.9K | 0.00% | +466 | New |
| V-Square Quantitative Management LLC | 485 | $20.7K | 0.00% | +485 | New |
| Bullock Wealth Management Group | 500 | $21.1K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $21.3K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 505 | $21.5K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 535 | $22.8K | 0.00% | −750−58.4% | Reduced |
| Quest Partners LLC | 571 | $24.3K | 0.00% | +540+1,741.9% | Added |
| HM Payson & Co | 581 | $24.8K | 0.00% | +366+170.2% | Added |
| WealthCollab, LLC | 601 | $25.6K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 603 | $25.7K | 0.00% | +603 | New |
| SYSTM Wealth Solutions LLC | 741 | $31.6K | 0.01% | +178+31.6% | Added |
| Bessemer Group Inc | 798 | $33.0K | 0.00% | −196−19.7% | Reduced |
| Key Financial Inc | 800 | $34.1K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 815 | $34.6K | 0.00% | −35−4.1% | Reduced |
| Lindbrook Capital, LLC | 852 | $36.3K | 0.00% | +98+13.0% | Added |
| VisionPoint Advisory Group, LLC | 866 | $36.9K | 0.01% | +56+6.9% | Added |
| First United Bank Trust | 900 | $38.3K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 923 | $39.0K | 0.00% | −77−7.7% | Reduced |
| State of Wyoming | 967 | $41.2K | 0.01% | −43−4.3% | Reduced |
| Riverview Trust Co | 1,007 | $42.9K | 0.04% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,017 | $43.3K | 0.00% | −1,607−61.2% | Reduced |
| Central Trust Co | 1,100 | $46.9K | 0.00% | −550−33.3% | Reduced |
| Bruce G. Allen Investments, LLC | 1,129 | $48.1K | 0.04% | +1,047+1,276.8% | Added |
| Horizons Wealth Management | 1,125 | $51.9K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,374 | $58.5K | 0.01% | +1,374 | New |
| Covestor Ltd | 1,392 | $59.0K | 0.04% | −541−28.0% | Reduced |
| Geneos Wealth Management Inc. | 1,521 | $64.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,577 | $67.2K | 0.00% | −669−29.8% | Reduced |
| Heritage Wealth Advisors | 1,600 | $68.2K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,613 | $68.7K | 0.01% | +809+100.6% | Added |
| EverSource Wealth Advisors, LLC | 1,572 | $70.6K | 0.00% | +64+4.2% | Added |
| Alaska Permanent Fund Corp | 1,614 | $72.5K | 0.00% | −829−33.9% | Reduced |
| Bokf, NA | 1,800 | $76.7K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,849 | $78.8K | 0.00% | +941+103.6% | Added |
| Security National Bank | 1,949 | $83.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,949 | $83.0K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,984 | $83.7K | 0.00% | +29+1.5% | Added |
| Fifth Third Bancorp | 2,088 | $88.9K | 0.00% | +171+8.9% | Added |
| NBC Securities, Inc. | 2,109 | $89.0K | 0.01% | +14+0.7% | Added |
| GWM Advisors LLC | 2,096 | $89.3K | 0.00% | +256+13.9% | Added |
| GAMMA Investing LLC | 2,328 | $99.2K | 0.01% | +1,123+93.2% | Added |