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 |
|---|---|---|---|---|---|
| Richardson Financial Services Inc. | 2,345 | $99.9K | 0.07% | −242−9.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,426 | $103.3K | 0.04% | −5,589−69.7% | Reduced |
| Principal Securities, Inc. | 2,736 | $116.5K | 0.00% | −175−6.0% | Reduced |
| Group One Trading, L.P. | 2,793 | $119.0K | 0.00% | +2,793 | New |
| Continuum Advisory, LLC | 2,808 | $119.6K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,820 | $120.1K | 0.06% | +1,032+57.7% | Added |
| Montag A & Associates Inc | 3,613 | $153.9K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 3,638 | $155.0K | 0.00% | +3,638 | New |
| Ci Investments Inc. | 3,923 | $167.0K | 0.00% | +829+26.8% | Added |
| Stephenson National Bank & Trust | 3,982 | $169.6K | 0.06% | +16+0.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,277 | $182.2K | 0.05% | −45−1.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,278 | $182.3K | 0.00% | −625−12.7% | Reduced |
| KBC Group NV | 4,286 | $183.0K | 0.00% | +520+13.8% | Added |
| Tower Research Capital LLC (TRC) | 4,458 | $189.9K | 0.00% | −2,942−39.8% | Reduced |
| Canada Pension Plan Investment Board | 4,500 | $191.7K | 0.00% | −23,500−83.9% | Reduced |
| Duncker Streett & Co Inc | 4,500 | $191.7K | 0.04% | 00.0% | Unchanged |
| Capital City Trust Co | 4,734 | $201.7K | 0.05% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 4,742 | $202.7K | 0.03% | 00.0% | Unchanged |
| Keel Point, LLC | 4,454 | $203.9K | 0.02% | +4,454 | New |
| Strategic Advocates LLC | 4,806 | $204.7K | 0.08% | −2,882−37.5% | Reduced |
| Gradient Investments LLC | 4,941 | $210.5K | 0.00% | −20−0.4% | Reduced |
| Resources Investment Advisors, LLC. | 4,954 | $211.0K | 0.00% | +4,954 | New |
| Profund Advisors LLC | 4,963 | $211.4K | 0.01% | −1,031−17.2% | Reduced |
| Balboa Wealth Partners | 5,000 | $213.0K | 0.06% | +250+5.3% | Added |
| Allworth Financial LP | 4,638 | $213.9K | 0.00% | −2,458−34.6% | Reduced |
| David Loasby | 5,025 | $214.9K | 0.02% | +5,025 | New |
| SageView Advisory Group, LLC | 5,127 | $218.4K | 0.01% | +5,127 | New |
| Lockerman Financial Group, Inc. | 5,150 | $219.4K | 0.40% | −39−0.8% | Reduced |
| Hilltop Holdings Inc. | 5,226 | $222.6K | 0.03% | +100+2.0% | Added |
| Hantz Financial Services, Inc. | 5,241 | $223.0K | 0.00% | +39+0.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 5,305 | $224.0K | 0.00% | +5,305 | New |
| CIBC Asset Management Inc | 5,282 | $225.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,299 | $225.7K | 0.01% | −243−4.4% | Reduced |
| Napa Wealth Management | 5,404 | $230.2K | 0.16% | +5,404 | New |
| Campion Asset Management LLC | 5,435 | $231.5K | 0.18% | −25−0.5% | Reduced |
| Private Trust Co NA | 5,465 | $232.8K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 5,560 | $236.9K | 0.00% | +5,560 | New |
| Mission Wealth Management, LP | 5,577 | $237.6K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 5,627 | $239.7K | 0.00% | +5,627 | New |
| Pathway Financial Advisers, LLC | 5,709 | $242.9K | 0.09% | +1,414+32.9% | Added |
| Sequoia Financial Advisors, LLC | 5,741 | $244.6K | 0.00% | +750+15.0% | Added |
| Jackson Creek Investment Advisors LLC | 5,756 | $245.0K | 0.09% | −2,569−30.9% | Reduced |
| Castle Rock Wealth Management, LLC | 5,822 | $245.6K | 0.06% | −35−0.6% | Reduced |
| Atria Wealth Solutions, Inc. | 5,784 | $246.4K | 0.00% | +53+0.9% | Added |
| Huntington National Bank | 5,837 | $248.7K | 0.00% | +28+0.5% | Added |
| Landscape Capital Management, L.L.C. | 5,846 | $249.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 5,877 | $250.4K | 0.02% | +5,877 | New |
| Lockheed Martin Investment Management Co | 5,900 | $251.3K | 0.01% | −3,478−37.1% | Reduced |
| Capital World Investors | 6,000 | $255.6K | 0.00% | +6,000 | New |
| Coldstream Capital Management Inc | 6,021 | $256.5K | 0.01% | +6+0.1% | Added |
| IFP Advisors, Inc | 6,122 | $260.8K | 0.01% | −1,064−14.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,173 | $263.0K | 0.00% | −924−13.0% | Reduced |
| PSI Advisors, LLC | 6,204 | $264.3K | 0.08% | +81+1.3% | Added |
| Wealthcare Advisory Partners LLC | 6,248 | $266.2K | 0.01% | +6,248 | New |
| First Financial Bank - Trust Division | 6,264 | $266.8K | 0.03% | −651−9.4% | Reduced |
| RSM US Wealth Management LLC | 6,340 | $268.2K | 0.00% | +6,340 | New |
| Alpha Cubed Investments, LLC | 6,557 | $279.3K | 0.01% | −310−4.5% | Reduced |
| Legacy Capital Wealth Partners, LLC | 6,594 | $280.9K | 0.07% | +6,594 | New |
| Morningstar Investment Management LLC | 6,676 | $284.0K | 0.03% | 00.0% | Unchanged |
| Trust Point Inc. | 6,667 | $284.0K | 0.02% | −337−4.8% | Reduced |
| Albert D Mason Inc | 6,788 | $289.2K | 0.20% | −35−0.5% | Reduced |
| Vident Advisory, LLC | 6,799 | $289.7K | 0.01% | −339−4.7% | Reduced |
| Buckingham Strategic Partners | 6,831 | $291.0K | 0.01% | +45+0.7% | Added |
| The PNC Financial Services Group, Inc. | 6,833 | $291.1K | 0.00% | −2,563−27.3% | Reduced |
| Golden State Equity Partners | 7,002 | $298.3K | 0.06% | +7,002 | New |
| Mercer Global Advisors Inc | 7,031 | $299.5K | 0.00% | −255−3.5% | Reduced |
| TownSquare Capital, LLC | 7,039 | $299.9K | 0.00% | +349+5.2% | Added |
| CWM, LLC | 7,093 | $302.0K | 0.00% | +763+12.1% | Added |
| Panagora Asset Management Inc | 7,198 | $306.6K | 0.00% | −100−1.4% | Reduced |
| Stephens Inc | 7,277 | $310.0K | 0.00% | +7,277 | New |
| US Bancorp | 7,301 | $311.0K | 0.00% | +146+2.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,325 | $312.0K | 0.01% | +7,325 | New |
| Shelton Capital Management | 7,341 | $312.7K | 0.01% | −587−7.4% | Reduced |
| Virtue Capital Management, LLC | 6,812 | $314.5K | 0.05% | 00.0% | Unchanged |
| First National Trust Co | 7,459 | $317.8K | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 7,592 | $323.4K | 0.02% | −2,313−23.4% | Reduced |
| Concentric Wealth Management, LLC | 7,625 | $324.8K | 0.08% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 7,692 | $327.7K | 0.14% | −3,526−31.4% | Reduced |
| Romano Brothers and Company | 7,695 | $327.8K | 0.05% | −500−6.1% | Reduced |
| Cerity Partners LLC | 7,710 | $328.5K | 0.00% | +165+2.2% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 7,932 | $337.9K | 0.08% | −97−1.2% | Reduced |
| CWM Advisors, LLC | 8,303 | $353.7K | 0.04% | −73−0.9% | Reduced |
| We Are One Seven, LLC | 8,346 | $355.5K | 0.02% | −345−4.0% | Reduced |
| Norinchukin Bank, The | 8,363 | $356.3K | 0.01% | −304−3.5% | Reduced |
| Quadrant Capital Group LLC | 8,496 | $361.9K | 0.03% | −681−7.4% | Reduced |
| Gables Capital Management Inc. | 8,550 | $364.2K | 0.19% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 8,784 | $374.2K | 0.03% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 9,299 | $379.0K | 0.00% | +9,299 | New |
| Verition Fund Management LLC | 9,100 | $387.7K | 0.00% | −22,700−71.4% | Reduced |
| Wetherby Asset Management Inc | 9,125 | $388.7K | 0.02% | +100+1.1% | Added |
| Signaturefd, LLC | 9,198 | $391.8K | 0.01% | −241−2.6% | Reduced |
| Citadel Advisors LLC | 9,311 | $396.6K | 0.00% | +9,311 | New |
| Bristlecone Advisors, LLC | 9,511 | $405.2K | 0.03% | −301−3.1% | Reduced |
| Atria Investments LLC | 9,575 | $407.9K | 0.01% | +9,575 | New |
| SC&H Financial Advisors, Inc. | 9,904 | $421.9K | 0.10% | −1,247−11.2% | Reduced |
| Gateway Investment Advisers LLC | 9,959 | $424.3K | 0.00% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 10,009 | $426.4K | 0.09% | −450−4.3% | Reduced |
| My Legacy Advisors, LLC | 10,138 | $431.9K | 0.14% | +190+1.9% | Added |
| Bartlett & Co. Wealth Management LLC | 10,300 | $438.8K | 0.01% | −1,000−8.8% | Reduced |
| Erste Asset Management GmbH | 10,400 | $439.1K | 0.01% | 00.0% | Unchanged |