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 |
|---|---|---|---|---|---|
| Legacy Capital Wealth Partners, LLC | 6,594 | $280.9K | 0.07% | +6,594 | New |
| Alpha Cubed Investments, LLC | 6,557 | $279.3K | 0.01% | −310−4.5% | Reduced |
| RSM US Wealth Management LLC | 6,340 | $268.2K | 0.00% | +6,340 | New |
| First Financial Bank - Trust Division | 6,264 | $266.8K | 0.03% | −651−9.4% | Reduced |
| Wealthcare Advisory Partners LLC | 6,248 | $266.2K | 0.01% | +6,248 | New |
| PSI Advisors, LLC | 6,204 | $264.3K | 0.08% | +81+1.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,173 | $263.0K | 0.00% | −924−13.0% | Reduced |
| IFP Advisors, Inc | 6,122 | $260.8K | 0.01% | −1,064−14.8% | Reduced |
| Coldstream Capital Management Inc | 6,021 | $256.5K | 0.01% | +6+0.1% | Added |
| Capital World Investors | 6,000 | $255.6K | 0.00% | +6,000 | New |
| Lockheed Martin Investment Management Co | 5,900 | $251.3K | 0.01% | −3,478−37.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,877 | $250.4K | 0.02% | +5,877 | New |
| Landscape Capital Management, L.L.C. | 5,846 | $249.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 5,837 | $248.7K | 0.00% | +28+0.5% | Added |
| Atria Wealth Solutions, Inc. | 5,784 | $246.4K | 0.00% | +53+0.9% | Added |
| Castle Rock Wealth Management, LLC | 5,822 | $245.6K | 0.06% | −35−0.6% | Reduced |
| Jackson Creek Investment Advisors LLC | 5,756 | $245.0K | 0.09% | −2,569−30.9% | Reduced |
| Sequoia Financial Advisors, LLC | 5,741 | $244.6K | 0.00% | +750+15.0% | Added |
| Pathway Financial Advisers, LLC | 5,709 | $242.9K | 0.09% | +1,414+32.9% | Added |
| Savant Capital, LLC | 5,627 | $239.7K | 0.00% | +5,627 | New |
| Mission Wealth Management, LP | 5,577 | $237.6K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 5,560 | $236.9K | 0.00% | +5,560 | New |
| Private Trust Co NA | 5,465 | $232.8K | 0.03% | 00.0% | Unchanged |
| Campion Asset Management LLC | 5,435 | $231.5K | 0.18% | −25−0.5% | Reduced |
| Napa Wealth Management | 5,404 | $230.2K | 0.16% | +5,404 | New |
| Parallel Advisors, LLC | 5,299 | $225.7K | 0.01% | −243−4.4% | Reduced |
| CIBC Asset Management Inc | 5,282 | $225.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 5,305 | $224.0K | 0.00% | +5,305 | New |
| Hantz Financial Services, Inc. | 5,241 | $223.0K | 0.00% | +39+0.7% | Added |
| Hilltop Holdings Inc. | 5,226 | $222.6K | 0.03% | +100+2.0% | Added |
| Lockerman Financial Group, Inc. | 5,150 | $219.4K | 0.40% | −39−0.8% | Reduced |
| SageView Advisory Group, LLC | 5,127 | $218.4K | 0.01% | +5,127 | New |
| David Loasby | 5,025 | $214.9K | 0.02% | +5,025 | New |
| Allworth Financial LP | 4,638 | $213.9K | 0.00% | −2,458−34.6% | Reduced |
| Balboa Wealth Partners | 5,000 | $213.0K | 0.06% | +250+5.3% | Added |
| Profund Advisors LLC | 4,963 | $211.4K | 0.01% | −1,031−17.2% | Reduced |
| Resources Investment Advisors, LLC. | 4,954 | $211.0K | 0.00% | +4,954 | New |
| Gradient Investments LLC | 4,941 | $210.5K | 0.00% | −20−0.4% | Reduced |
| Strategic Advocates LLC | 4,806 | $204.7K | 0.08% | −2,882−37.5% | Reduced |
| Keel Point, LLC | 4,454 | $203.9K | 0.02% | +4,454 | New |
| Lakeview Capital Partners, LLC | 4,742 | $202.7K | 0.03% | 00.0% | Unchanged |
| Capital City Trust Co | 4,734 | $201.7K | 0.05% | 00.0% | Unchanged |
| 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 |
| Tower Research Capital LLC (TRC) | 4,458 | $189.9K | 0.00% | −2,942−39.8% | Reduced |
| KBC Group NV | 4,286 | $183.0K | 0.00% | +520+13.8% | Added |
| Northwestern Mutual Wealth Management Co | 4,278 | $182.3K | 0.00% | −625−12.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4,277 | $182.2K | 0.05% | −45−1.0% | Reduced |
| Stephenson National Bank & Trust | 3,982 | $169.6K | 0.06% | +16+0.4% | Added |
| Ci Investments Inc. | 3,923 | $167.0K | 0.00% | +829+26.8% | Added |
| FIL Ltd | 3,638 | $155.0K | 0.00% | +3,638 | New |
| Montag A & Associates Inc | 3,613 | $153.9K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,820 | $120.1K | 0.06% | +1,032+57.7% | Added |
| Continuum Advisory, LLC | 2,808 | $119.6K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,793 | $119.0K | 0.00% | +2,793 | New |
| Principal Securities, Inc. | 2,736 | $116.5K | 0.00% | −175−6.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,426 | $103.3K | 0.04% | −5,589−69.7% | Reduced |
| Richardson Financial Services Inc. | 2,345 | $99.9K | 0.07% | −242−9.4% | Reduced |
| GAMMA Investing LLC | 2,328 | $99.2K | 0.01% | +1,123+93.2% | Added |
| GWM Advisors LLC | 2,096 | $89.3K | 0.00% | +256+13.9% | Added |
| NBC Securities, Inc. | 2,109 | $89.0K | 0.01% | +14+0.7% | Added |
| Fifth Third Bancorp | 2,088 | $88.9K | 0.00% | +171+8.9% | Added |
| Farther Finance Advisors, LLC | 1,984 | $83.7K | 0.00% | +29+1.5% | Added |
| JJJ Advisors Inc. | 1,949 | $83.0K | 0.02% | 00.0% | Unchanged |
| Security National Bank | 1,949 | $83.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,849 | $78.8K | 0.00% | +941+103.6% | Added |
| Bokf, NA | 1,800 | $76.7K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 1,614 | $72.5K | 0.00% | −829−33.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,572 | $70.6K | 0.00% | +64+4.2% | Added |
| LRI Investments, LLC | 1,613 | $68.7K | 0.01% | +809+100.6% | Added |
| Heritage Wealth Advisors | 1,600 | $68.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,577 | $67.2K | 0.00% | −669−29.8% | Reduced |
| Geneos Wealth Management Inc. | 1,521 | $64.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,392 | $59.0K | 0.04% | −541−28.0% | Reduced |
| Versant Capital Management, Inc | 1,374 | $58.5K | 0.01% | +1,374 | New |
| Horizons Wealth Management | 1,125 | $51.9K | 0.04% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,129 | $48.1K | 0.04% | +1,047+1,276.8% | Added |
| Central Trust Co | 1,100 | $46.9K | 0.00% | −550−33.3% | Reduced |
| PEAK6 Investments LLC | 1,017 | $43.3K | 0.00% | −1,607−61.2% | Reduced |
| Riverview Trust Co | 1,007 | $42.9K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 967 | $41.2K | 0.01% | −43−4.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 923 | $39.0K | 0.00% | −77−7.7% | Reduced |
| First United Bank Trust | 900 | $38.3K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 866 | $36.9K | 0.01% | +56+6.9% | Added |
| Lindbrook Capital, LLC | 852 | $36.3K | 0.00% | +98+13.0% | Added |
| CIBC Private Wealth Group, LLC | 815 | $34.6K | 0.00% | −35−4.1% | Reduced |
| Key Financial Inc | 800 | $34.1K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 798 | $33.0K | 0.00% | −196−19.7% | Reduced |
| SYSTM Wealth Solutions LLC | 741 | $31.6K | 0.01% | +178+31.6% | Added |
| International Assets Investment Management, LLC | 603 | $25.7K | 0.00% | +603 | New |
| WealthCollab, LLC | 601 | $25.6K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 581 | $24.8K | 0.00% | +366+170.2% | Added |
| Quest Partners LLC | 571 | $24.3K | 0.00% | +540+1,741.9% | Added |
| Salomon & Ludwin, LLC | 535 | $22.8K | 0.00% | −750−58.4% | Reduced |
| Western Pacific Wealth Management, LP | 505 | $21.5K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $21.3K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 500 | $21.1K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 485 | $20.7K | 0.00% | +485 | New |
| Ronald Blue Trust, Inc. | 466 | $19.9K | 0.00% | +466 | New |
| Wiser Advisor Group LLC | 462 | $19.7K | 0.03% | 00.0% | Unchanged |