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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2024: 499 institutions
Q1 2021: 379 institutionsQ2 2021: 403 institutionsQ3 2021: 404 institutionsQ4 2021: 420 institutionsQ1 2022: 406 institutionsQ2 2022: 418 institutionsQ3 2022: 413 institutionsQ4 2022: 430 institutionsQ1 2023: 432 institutionsQ2 2023: 432 institutionsQ3 2023: 408 institutionsQ4 2023: 444 institutionsQ1 2024: 448 institutionsQ2 2024: 458 institutionsQ3 2024: 499 institutionsQ4 2024: 489 institutionsQ1 2025: 482 institutionsQ2 2025: 483 institutionsQ3 2025: 507 institutionsQ4 2025: 523 institutionsQ1 2026: 545 institutionsQ2 2026: 605 institutions
Value heldQ3 2024: $8.21B
Q1 2021: $6.87BQ2 2021: $7.31BQ3 2021: $6.53BQ4 2021: $7.46BQ1 2022: $7.16BQ2 2022: $6.62BQ3 2022: $6.33BQ4 2022: $7.45BQ1 2023: $7.15BQ2 2023: $6.98BQ3 2023: $5.71BQ4 2023: $7.07BQ1 2024: $7.05BQ2 2024: $7.06BQ3 2024: $8.21BQ4 2024: $7.04BQ1 2025: $7.26BQ2 2025: $7.25BQ3 2025: $7.22BQ4 2025: $6.94BQ1 2026: $7.51BQ2 2026: $8.89B
Institutions holding NNN and their total value by quarter
QuarterHoldersValue
Q2 2026605$8.89B
Q1 2026545$7.51B
Q4 2025523$6.94B
Q3 2025507$7.22B
Q2 2025483$7.25B
Q1 2025482$7.26B
Q4 2024489$7.04B
Q3 2024499$8.21B
Q2 2024458$7.06B
Q1 2024448$7.05B
Q4 2023444$7.07B
Q3 2023408$5.71B
Q2 2023432$6.98B
Q1 2023432$7.15B
Q4 2022430$7.45B
Q3 2022413$6.33B
Q2 2022418$6.62B
Q1 2022406$7.16B
Q4 2021420$7.46B
Q3 2021404$6.53B
Q2 2021403$7.31B
Q1 2021379$6.87B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding NNN REIT, Inc.; share changes are against Q2 2024.

Institutions holding NNN in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Spire Wealth Management1,545$74.9K0.00%−32−2.0%Reduced
Heritage Wealth Advisors1,600$77.6K0.00%00.0%Unchanged
Alaska Permanent Fund Corp1,614$78.3K0.00%00.0%Unchanged
Bokf, NA1,800$87.0K0.00%00.0%Unchanged
Wolverine Asset Management LLC1,800$87.3K0.00%+1,800New
Security National Bank1,949$94.5K0.01%00.0%Unchanged
Richardson Financial Services Inc.2,345$99.9K0.06%00.0%Unchanged
Venturi Wealth Management, LLC2,060$99.9K0.01%+211+11.4%Added
Allworth Financial LP2,075$100.6K0.00%−2,563−55.3%Reduced
NBC Securities, Inc.2,113$102.0K0.01%+4+0.2%Added
Fifth Third Bancorp2,123$102.9K0.00%+35+1.7%Added
Oarsman Capital, Inc.2,250$109.1K0.02%+2,250New
Farther Finance Advisors, LLC2,264$109.8K0.00%+280+14.1%Added
Continuum Advisory, LLC2,808$117.5K0.01%00.0%Unchanged
SG Americas Securities, LLC2,558$124.0K0.00%−27,659−91.5%Reduced
Principal Securities, Inc.2,758$133.8K0.00%+22+0.8%Added
GAMMA Investing LLC2,881$139.7K0.01%+553+23.8%Added
Truvestments Capital LLC3,083$149.5K0.04%+3,083New
State of Wyoming3,130$151.8K0.02%+2,163+223.7%Added
Geneos Wealth Management Inc.3,140$152.3K0.01%+1,619+106.4%Added
Northwestern Mutual Wealth Management Co3,469$168.2K0.00%−809−18.9%Reduced
Ci Investments Inc.3,593$174.0K0.00%−330−8.4%Reduced
Montag A & Associates Inc3,613$175.2K0.01%00.0%Unchanged
MML Investors Services, LLC4,150$201.0K0.00%+4,150New
Vise Technologies, Inc.4,203$203.8K0.03%+4,203New
Rafferty Asset Management, LLC4,235$205.4K0.00%+4,235New
Annis Gardner Whiting Capital Advisors, LLC4,272$207.2K0.06%−5−0.1%Reduced
Prossimo Advisors, LLC4,307$209.0K0.15%+4,307New
Ballentine Partners, LLC4,349$210.9K0.00%+4,349New
V2 Financial group LLC4,370$211.9K0.14%+4,370New
Independent Financial Group, LLC4,424$214.5K0.01%+4,424New
Keel Point, LLC4,454$216.0K0.02%00.0%Unchanged
Kestra Advisory Services, LLC4,471$216.8K0.00%−17,626−79.8%Reduced
Duncker Streett & Co Inc4,500$218.2K0.04%00.0%Unchanged
Canada Pension Plan Investment Board4,500$218.2K0.00%00.0%Unchanged
Meiji Yasuda Asset Management Co Ltd.4,519$219.1K0.01%+4,519New
IFP Advisors, Inc4,604$223.3K0.01%−1,518−24.8%Reduced
Greenleaf Trust4,644$225.2K0.00%+4,644New
Dynasty Wealth Management, LLC4,724$229.1K0.01%+4,724New
Capital City Trust Co4,734$229.6K0.06%00.0%Unchanged
KBC Group NV4,774$231.0K0.00%+488+11.4%Added
Campion Asset Management LLC4,795$232.5K0.17%−640−11.8%Reduced
SageView Advisory Group, LLC4,858$235.6K0.01%−269−5.2%Reduced
DGS Capital Management, LLC4,869$236.1K0.06%+4,869New
Profund Advisors LLC4,892$237.2K0.01%−71−1.4%Reduced
Gradient Investments LLC4,941$239.6K0.00%00.0%Unchanged
David Loasby5,065$244.9K0.02%+40+0.8%Added
Resources Investment Advisors, LLC.5,158$250.1K0.00%+204+4.1%Added
EntryPoint Capital, LLC5,172$250.8K0.14%+2,352+83.4%Added
Stephenson National Bank & Trust5,235$253.8K0.08%+1,253+31.5%Added
Brown Brothers Harriman & Co5,260$255.1K0.00%−300−5.4%Reduced
Veriti Management LLC5,310$257.5K0.01%+5,310New
Mission Wealth Management, LP5,377$260.7K0.01%−200−3.6%Reduced
CIBC Asset Management Inc5,455$264.5K0.00%+173+3.3%Added
Private Trust Co NA5,465$265.0K0.03%00.0%Unchanged
Jackson Creek Investment Advisors LLC5,636$273.0K0.08%−120−2.1%Reduced
Huntington National Bank5,688$275.8K0.00%−149−2.6%Reduced
Hantz Financial Services, Inc.5,702$276.0K0.00%+461+8.8%Added
Omers Administration Corp5,700$276.4K0.00%+5,700New
Old North State Wealth Management, LLC5,772$280.2K0.16%+5,772New
Sequoia Financial Advisors, LLC5,887$285.5K0.00%+146+2.5%Added
Atria Wealth Solutions, Inc.5,900$286.1K0.00%+116+2.0%Added
Castle Rock Wealth Management, LLC6,003$286.9K0.07%+181+3.1%Added
Parallel Advisors, LLC5,929$287.5K0.01%+630+11.9%Added
Fifth Third Wealth Advisors LLC5,931$287.6K0.02%+54+0.9%Added
Intech Investment Management LLC6,047$293.2K0.00%−18,024−74.9%Reduced
We Are One Seven, LLC6,197$300.5K0.01%−2,149−25.7%Reduced
Fox Run Management, L.L.C.6,226$301.9K0.07%+6,226New
First Financial Bank - Trust Division6,241$302.6K0.03%−23−0.4%Reduced
Wealthcare Advisory Partners LLC6,248$303.0K0.01%00.0%Unchanged
PSI Advisors, LLC6,282$304.6K0.09%+78+1.3%Added
Napa Wealth Management6,296$305.3K0.14%+892+16.5%Added
Coldstream Capital Management Inc6,436$309.2K0.01%+415+6.9%Added
Capital World Investors6,420$311.3K0.00%+420+7.0%Added
Gotham Asset Management, LLC6,461$313.3K0.00%+6,461New
Vident Advisory, LLC6,470$313.7K0.01%−329−4.8%Reduced
Hilltop Holdings Inc.6,530$316.6K0.02%+1,304+25.0%Added
Net Worth Advisory Group6,537$317.0K0.09%+6,537New
Alpha Cubed Investments, LLC6,563$318.2K0.01%+6+0.1%Added
Trust Point Inc.6,589$319.5K0.02%−78−1.2%Reduced
Legacy Capital Wealth Partners, LLC6,600$320.0K0.06%+6+0.1%Added
Impact Partnership Wealth, LLC6,628$321.4K0.07%+6,628New
CWM, LLC6,787$329.0K0.00%−306−4.3%Reduced
Albert D Mason Inc6,788$329.1K0.21%00.0%Unchanged
Caxton Associates LP6,795$329.5K0.02%+6,795New
Virtue Capital Management, LLC6,812$330.3K0.07%00.0%Unchanged
Edgestream Partners, L.P.6,822$330.8K0.01%+6,822New
GWM Advisors LLC6,859$332.6K0.00%+4,763+227.2%Added
Sterling Capital Management LLC6,909$335.0K0.00%+6,909New
Algert Global LLC6,941$336.6K0.01%−11,440−62.2%Reduced
Golden State Equity Partners7,002$339.5K0.05%00.0%Unchanged
Stephens Inc7,039$341.3K0.00%−238−3.3%Reduced
Mirae Asset Global Investments Co., Ltd.7,167$345.1K0.00%+1,862+35.1%Added
Panagora Asset Management Inc7,135$346.0K0.00%−63−0.9%Reduced
Schonfeld Strategic Advisors LLC7,197$349.0K0.00%−7,672−51.6%Reduced
First National Bank of Mount Dora, Trust Investment Services7,285$353.2K0.08%−647−8.2%Reduced
Shelton Capital Management7,341$356.0K0.01%00.0%Unchanged
Csenge Advisory Group7,513$356.8K0.02%−79−1.0%Reduced
Tower Research Capital LLC (TRC)7,393$358.5K0.01%+2,935+65.8%Added
Sherbrooke Park Advisers LLC7,487$363.0K0.08%+7,487New