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 |
|---|---|---|---|---|---|
| FIL Ltd | 1,444 | $70.0K | 0.00% | −2,194−60.3% | Reduced |
| LRI Investments, LLC | 1,613 | $67.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,339 | $65.0K | 0.04% | −53−3.8% | Reduced |
| Loomis Sayles & Co L P | 1,323 | $64.0K | 0.00% | +1,286+3,475.7% | Added |
| Optiver Holding B.V. | 1,179 | $57.2K | 0.00% | +1,179 | New |
| Bruce G. Allen Investments, LLC | 1,129 | $54.7K | 0.04% | 00.0% | Unchanged |
| Central Trust Co | 1,100 | $53.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,023 | $50.0K | 0.00% | +225+28.2% | Added |
| CIBC Private Wealth Group, LLC | 1,026 | $49.8K | 0.00% | +211+25.9% | Added |
| Riverview Trust Co | 1,007 | $48.8K | 0.04% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 985 | $47.8K | 0.00% | +985 | New |
| Horizons Wealth Management | 975 | $47.3K | 0.04% | −150−13.3% | Reduced |
| 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 |
| SRS Capital Advisors, Inc. | 845 | $41.0K | 0.00% | +536+173.5% | Added |
| GeoWealth Management, LLC | 777 | $37.7K | 0.00% | +777 | New |
| Bryn Mawr Trust Co | 761 | $36.9K | 0.00% | +761 | New |
| V-Square Quantitative Management LLC | 749 | $36.3K | 0.01% | +264+54.4% | Added |
| Smartleaf Asset Management LLC | 737 | $35.5K | 0.00% | +500+211.0% | Added |
| Lindbrook Capital, LLC | 705 | $34.2K | 0.00% | −147−17.3% | Reduced |
| Ronald Blue Trust, Inc. | 739 | $31.5K | 0.00% | +273+58.6% | Added |
| Sandy Spring Bank | 625 | $30.3K | 0.00% | +625 | New |
| WealthCollab, LLC | 601 | $29.1K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 596 | $28.9K | 0.00% | +420+238.6% | Added |
| Abich Financial Wealth Management LLC | 557 | $27.0K | 0.06% | +557 | New |
| Salomon & Ludwin, LLC | 535 | $25.9K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 522 | $25.3K | 0.00% | −8,789−94.4% | Reduced |
| Western Pacific Wealth Management, LP | 505 | $24.5K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 504 | $24.4K | 0.00% | −1,068−67.9% | Reduced |
| Bullock Wealth Management Group | 500 | $24.3K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $24.2K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 469 | $22.7K | 0.00% | +469 | New |
| Wiser Advisor Group LLC | 462 | $22.4K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 451 | $21.9K | 0.00% | +9+2.0% | Added |
| Bogart Wealth, LLC | 447 | $21.7K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 444 | $21.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 439 | $21.3K | 0.00% | +34+8.4% | Added |
| Quarry LP | 408 | $19.8K | 0.01% | +408 | New |
| Sunbelt Securities, Inc. | 402 | $19.5K | 0.00% | +97+31.8% | Added |
| DecisionPoint Financial, LLC | 400 | $19.4K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 384 | $18.7K | 0.01% | +4+1.1% | Added |
| Laurel Wealth Advisors LLC | 380 | $18.4K | 0.00% | +380 | New |
| Rothschild Investment LLC | 366 | $17.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 355 | $17.2K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 348 | $16.9K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 346 | $16.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 342 | $16.6K | 0.01% | +5+1.5% | Added |
| Skopos Labs, Inc. | 327 | $15.9K | 0.01% | +327 | New |
| Quent Capital, LLC | 323 | $15.7K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 304 | $14.8K | 0.01% | +57+23.1% | Added |
| 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 |
| JNBA Financial Advisors | 279 | $13.5K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 256 | $12.4K | 0.01% | +256 | New |
| Stephens Consulting, LLC | 240 | $11.6K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 240 | $11.6K | 0.01% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 217 | $10.5K | 0.00% | +217 | New |
| HM Payson & Co | 215 | $10.4K | 0.00% | −366−63.0% | Reduced |
| Legacy Investment Solutions, LLC | 232 | $9.83K | 0.01% | +232 | New |
| Legacy Wealth Managment, LLC | 232 | $9.83K | 0.01% | +232 | New |
| Householder Group Estate & Retirement Specialist, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 179 | $8.68K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 178 | $8.63K | 0.02% | 00.0% | Unchanged |
| Motco | 173 | $8.39K | 0.00% | +173 | New |
| Pingora Partners LLC | 155 | $7.52K | 0.01% | −155−50.0% | Reduced |
| Beacon Capital Management, LLC | 146 | $7.08K | 0.00% | +146 | New |
| Coppell Advisory Solutions LLC | 130 | $6.26K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 141 | $6.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 113 | $5.44K | 0.00% | +113 | New |
| Washington Trust Advisors, Inc. | 110 | $5.33K | 0.00% | +29+35.8% | Added |
| DT Investment Partners, LLC | 106 | $5.14K | 0.00% | +106 | New |
| Moisand Fitzgerald Tamayo, LLC | 105 | $5.09K | 0.00% | −194−64.9% | Reduced |
| Cape Investment Advisory, Inc. | 100 | $4.85K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 95 | $4.61K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 89 | $4.32K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 83 | $4.03K | 0.00% | −27−24.5% | Reduced |
| Ashton Thomas Securities, LLC | 82 | $3.98K | 0.00% | +82 | New |
| Farmers & Merchants Investments Inc | 80 | $3.88K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 72 | $3.49K | 0.00% | +72 | New |
| Parkside Financial Bank & Trust | 70 | $3.40K | 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 |
| Prestige Wealth Management Group LLC | 64 | $3.10K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 47 | $2.28K | 0.00% | −1−2.1% | Reduced |
| SWAN Capital LLC | 36 | $1.76K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 37 | $1.58K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 29 | $1.41K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 28 | $1.34K | 0.00% | +8+40.0% | Added |
| Clearstead Advisors, LLC | 20 | $970 | 0.00% | +20 | New |
| Private Wealth Management Group, LLC | 18 | $873 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 16 | $777 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $679 | 0.00% | +14 | New |
| Dunhill Financial, LLC | 12 | $575 | 0.00% | +12 | New |
| MV Capital Management, Inc. | 3 | $146 | 0.00% | +1+50.0% | Added |
| Larson Financial Group LLC | 2 | $97 | 0.00% | +2 | New |
| 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 |
| Heitman Real Estate Securities LLC | 0 | $0 | 0.00% | −514,357−100.0% | Sold out |