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, Q3 2024
Institutional positions in NNN REIT, Inc. as of Sep 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
- 499
- +44 vs. Q2 2024
- Shares held
- 169.4M
- +25.3M (+17.5%) vs. Q2 2024
- Total value
- $8.21B
- +$2.07B (+33.6%) vs. Q2 2024
- New holders
- 75
- 171 more added
- Sold out
- 31
- 173 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding NNN REIT, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Migdal Insurance & Financial Holdings Ltd. | 4 | $0 | 0.00% | −919−99.6% | Reduced |
| Capital Advisors, Ltd. LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 19 | $0 | 0.00% | +19 | New |
| Larson Financial Group LLC | 2 | $97 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 3 | $146 | 0.00% | +1+50.0% | Added |
| Dunhill Financial, LLC | 12 | $575 | 0.00% | +12 | New |
| True Wealth Design, LLC | 14 | $679 | 0.00% | +14 | New |
| TD Waterhouse Canada Inc. | 16 | $777 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $873 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 20 | $970 | 0.00% | +20 | New |
| Horizon Investments, LLC | 28 | $1.34K | 0.00% | +8+40.0% | Added |
| Sachetta, LLC | 29 | $1.41K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 37 | $1.58K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 36 | $1.76K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 47 | $2.28K | 0.00% | −1−2.1% | Reduced |
| Prestige Wealth Management Group LLC | 64 | $3.10K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 68 | $3.30K | 0.00% | −17−20.0% | Reduced |
| Mather Group, LLC. | 68 | $3.30K | 0.00% | −6−8.1% | Reduced |
| Parkside Financial Bank & Trust | 70 | $3.40K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 72 | $3.49K | 0.00% | +72 | New |
| Farmers & Merchants Investments Inc | 80 | $3.88K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 82 | $3.98K | 0.00% | +82 | New |
| Bell Investment Advisors, Inc | 83 | $4.03K | 0.00% | −27−24.5% | Reduced |
| Harbour Investments, Inc. | 89 | $4.32K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 95 | $4.61K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $4.85K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 105 | $5.09K | 0.00% | −194−64.9% | Reduced |
| DT Investment Partners, LLC | 106 | $5.14K | 0.00% | +106 | New |
| Washington Trust Advisors, Inc. | 110 | $5.33K | 0.00% | +29+35.8% | Added |
| Jones Financial Companies LLLP | 113 | $5.44K | 0.00% | +113 | New |
| Avion Wealth | 141 | $6.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 130 | $6.26K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 146 | $7.08K | 0.00% | +146 | New |
| Pingora Partners LLC | 155 | $7.52K | 0.01% | −155−50.0% | Reduced |
| Motco | 173 | $8.39K | 0.00% | +173 | New |
| LGT Financial Advisors LLC | 178 | $8.63K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 179 | $8.68K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 232 | $9.83K | 0.01% | +232 | New |
| Legacy Wealth Managment, LLC | 232 | $9.83K | 0.01% | +232 | New |
| HM Payson & Co | 215 | $10.4K | 0.00% | −366−63.0% | Reduced |
| Capital Performance Advisors LLP | 217 | $10.5K | 0.00% | +217 | New |
| Stephens Consulting, LLC | 240 | $11.6K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 240 | $11.6K | 0.01% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 256 | $12.4K | 0.01% | +256 | New |
| JNBA Financial Advisors | 279 | $13.5K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 300 | $14.5K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 300 | $14.5K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 300 | $14.5K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 304 | $14.8K | 0.01% | +57+23.1% | Added |
| Quent Capital, LLC | 323 | $15.7K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 327 | $15.9K | 0.01% | +327 | New |
| Rise Advisors, LLC | 342 | $16.6K | 0.01% | +5+1.5% | Added |
| Allspring Global Investments Holdings, LLC | 346 | $16.8K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 348 | $16.9K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 355 | $17.2K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 366 | $17.7K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 380 | $18.4K | 0.00% | +380 | New |
| Tidemark, LLC | 384 | $18.7K | 0.01% | +4+1.1% | Added |
| DecisionPoint Financial, LLC | 400 | $19.4K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 402 | $19.5K | 0.00% | +97+31.8% | Added |
| Quarry LP | 408 | $19.8K | 0.01% | +408 | New |
| Massmutual Trust Co FSB | 439 | $21.3K | 0.00% | +34+8.4% | Added |
| TCTC Holdings, LLC | 444 | $21.5K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 447 | $21.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 451 | $21.9K | 0.00% | +9+2.0% | Added |
| Wiser Advisor Group LLC | 462 | $22.4K | 0.03% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 469 | $22.7K | 0.00% | +469 | New |
| North Star Investment Management Corp. | 500 | $24.2K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 500 | $24.3K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 504 | $24.4K | 0.00% | −1,068−67.9% | Reduced |
| Western Pacific Wealth Management, LP | 505 | $24.5K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 522 | $25.3K | 0.00% | −8,789−94.4% | Reduced |
| Salomon & Ludwin, LLC | 535 | $25.9K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 557 | $27.0K | 0.06% | +557 | New |
| Umb Bank N A | 596 | $28.9K | 0.00% | +420+238.6% | Added |
| WealthCollab, LLC | 601 | $29.1K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 625 | $30.3K | 0.00% | +625 | New |
| Ronald Blue Trust, Inc. | 739 | $31.5K | 0.00% | +273+58.6% | Added |
| Lindbrook Capital, LLC | 705 | $34.2K | 0.00% | −147−17.3% | Reduced |
| Smartleaf Asset Management LLC | 737 | $35.5K | 0.00% | +500+211.0% | Added |
| V-Square Quantitative Management LLC | 749 | $36.3K | 0.01% | +264+54.4% | Added |
| Bryn Mawr Trust Co | 761 | $36.9K | 0.00% | +761 | New |
| GeoWealth Management, LLC | 777 | $37.7K | 0.00% | +777 | New |
| SRS Capital Advisors, Inc. | 845 | $41.0K | 0.00% | +536+173.5% | Added |
| First United Bank Trust | 900 | $43.6K | 0.02% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 900 | $43.6K | 0.01% | +500+125.0% | Added |
| Horizons Wealth Management | 975 | $47.3K | 0.04% | −150−13.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 985 | $47.8K | 0.00% | +985 | New |
| Riverview Trust Co | 1,007 | $48.8K | 0.04% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,026 | $49.8K | 0.00% | +211+25.9% | Added |
| Bessemer Group Inc | 1,023 | $50.0K | 0.00% | +225+28.2% | Added |
| Central Trust Co | 1,100 | $53.3K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,129 | $54.7K | 0.04% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,179 | $57.2K | 0.00% | +1,179 | New |
| Loomis Sayles & Co L P | 1,323 | $64.0K | 0.00% | +1,286+3,475.7% | Added |
| Covestor Ltd | 1,339 | $65.0K | 0.04% | −53−3.8% | Reduced |
| LRI Investments, LLC | 1,613 | $67.5K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 1,444 | $70.0K | 0.00% | −2,194−60.3% | Reduced |
| Versant Capital Management, Inc | 1,528 | $74.1K | 0.02% | +154+11.2% | Added |