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, Q4 2024
Institutional positions in NNN REIT, Inc. as of Dec 31, 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
- 489
- −5 vs. Q3 2024
- Shares held
- 172.3M
- +3.50M (+2.1%) vs. Q3 2024
- Total value
- $7.04B
- −$1.15B (−14.0%) vs. Q3 2024
- New holders
- 60
- 190 more added
- Sold out
- 65
- 168 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding NNN REIT, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 19 | $0 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $82 | 0.00% | −1−33.3% | Reduced |
| NBC Securities, Inc. | 2 | $86 | 0.01% | −2,111−99.9% | Reduced |
| New Millennium Group LLC | 5 | $204 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 12 | $484 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 12 | $490 | 0.00% | +12 | New |
| Mountain Hill Investment Partners Corp. | 12 | $510 | 0.00% | +12 | New |
| TD Waterhouse Canada Inc. | 15 | $613 | 0.00% | −1−6.3% | Reduced |
| Creative Financial Designs Inc | 24 | $980 | 0.00% | +24 | New |
| Sierra Ocean, LLC | 27 | $1.10K | 0.00% | +27 | New |
| Horizon Investments, LLC | 28 | $1.13K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 33 | $1.35K | 0.00% | −706−95.5% | Reduced |
| Sachetta, LLC | 36 | $1.47K | 0.00% | +7+24.1% | Added |
| SWAN Capital LLC | 36 | $1.48K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 38 | $1.54K | 0.00% | +1+2.7% | Added |
| Cullen/Frost Bankers, Inc. | 39 | $1.59K | 0.00% | +39 | New |
| Private Wealth Management Group, LLC | 39 | $1.59K | 0.00% | +21+116.7% | Added |
| Harbor Investment Advisory, LLC | 44 | $1.80K | 0.00% | −3−6.4% | Reduced |
| Prestige Wealth Management Group LLC | 64 | $2.62K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 68 | $2.78K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 68 | $2.78K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 72 | $2.94K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75 | $3.06K | 0.00% | −5−6.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 87 | $3.55K | 0.00% | −18−17.1% | Reduced |
| Harbour Investments, Inc. | 89 | $3.64K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $4.08K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 114 | $4.66K | 0.00% | +44+62.9% | Added |
| Bell Investment Advisors, Inc | 122 | $4.98K | 0.00% | +39+47.0% | Added |
| Avion Wealth | 141 | $5.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 124 | $5.07K | 0.00% | +124 | New |
| Colonial Trust Co | 124 | $5.07K | 0.00% | +124 | New |
| Coppell Advisory Solutions LLC | 130 | $5.25K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 136 | $5.56K | 0.00% | +26+23.6% | Added |
| Pingora Partners LLC | 155 | $6.33K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 171 | $6.74K | 0.00% | +171 | New |
| Global Retirement Partners, LLC | 168 | $6.86K | 0.00% | −283−62.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 175 | $7.15K | 0.01% | +175 | New |
| Synergy Financial Management, LLC | 149 | $7.22K | 0.00% | +149 | New |
| Pinnacle Bancorp, Inc. | 179 | $7.31K | 0.00% | 00.0% | Unchanged |
| Natixis | 183 | $7.48K | 0.00% | +183 | New |
| Householder Group Estate & Retirement Specialist, LLC | 200 | $8.00K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 215 | $8.68K | 0.01% | −2,130−90.8% | Reduced |
| HM Payson & Co | 215 | $8.78K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 240 | $9.80K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 240 | $9.80K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 253 | $10.4K | 0.01% | +253 | New |
| JNBA Financial Advisors | 279 | $11.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 299 | $12.2K | 0.00% | +186+164.6% | Added |
| City Holding Co | 300 | $12.3K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 300 | $12.3K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 300 | $12.3K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 300 | $12.3K | 0.00% | +300 | New |
| Sunbelt Securities, Inc. | 305 | $12.3K | 0.00% | −97−24.1% | Reduced |
| Rialto Wealth Management, LLC | 317 | $12.9K | 0.00% | +317 | New |
| Castleview Partners, LLC | 324 | $13.0K | 0.01% | +20+6.6% | Added |
| Skopos Labs, Inc. | 333 | $13.6K | 0.00% | +6+1.8% | Added |
| Rise Advisors, LLC | 346 | $14.2K | 0.01% | +4+1.2% | Added |
| AdvisorNet Financial, Inc | 356 | $14.5K | 0.00% | +1+0.3% | Added |
| Rothschild Investment LLC | 366 | $15.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 380 | $15.5K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 390 | $15.9K | 0.01% | +6+1.6% | Added |
| DecisionPoint Financial, LLC | 400 | $16.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 439 | $17.9K | 0.00% | +116+35.9% | Added |
| TCTC Holdings, LLC | 444 | $18.1K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 462 | $18.9K | 0.03% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 469 | $19.2K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 488 | $19.9K | 0.00% | −2,320−82.6% | Reduced |
| Bogart Wealth, LLC | 491 | $20.1K | 0.00% | +44+9.8% | Added |
| Bullock Wealth Management Group | 500 | $20.4K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $20.4K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 505 | $20.6K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 535 | $21.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 541 | $22.1K | 0.00% | +102+23.2% | Added |
| Bayforest Capital Ltd | 580 | $23.7K | 0.03% | +580 | New |
| WealthCollab, LLC | 601 | $24.6K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 619 | $25.3K | 0.00% | +23+3.9% | Added |
| Sandy Spring Bank | 625 | $25.5K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 749 | $30.6K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 761 | $31.1K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 773 | $31.6K | 0.00% | −4−0.5% | Reduced |
| Optiver Holding B.V. | 816 | $33.3K | 0.00% | −363−30.8% | Reduced |
| First United Bank Trust | 900 | $36.8K | 0.01% | 00.0% | Unchanged |
| Putney Financial Group LLC | 932 | $38.1K | 0.03% | +932 | New |
| Horizons Wealth Management | 975 | $39.8K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 993 | $40.6K | 0.01% | +585+143.4% | Added |
| CIBC Private Wealth Group, LLC | 1,046 | $40.7K | 0.00% | +20+1.9% | Added |
| Riverview Trust Co | 1,007 | $41.1K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,010 | $41.3K | 0.00% | +305+43.3% | Added |
| Millstone Evans Group, LLC | 1,023 | $41.8K | 0.03% | +1,023 | New |
| Central Trust Co | 1,100 | $44.9K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,166 | $47.6K | 0.04% | +37+3.3% | Added |
| Aspetuck Financial Management LLC | 1,220 | $49.8K | 0.04% | +1,220 | New |
| Proequities, Inc. | 1,259 | $49.8K | 0.00% | −9,229−88.0% | Reduced |
| Bessemer Group Inc | 1,280 | $52.0K | 0.00% | +257+25.1% | Added |
| State of Wyoming | 1,292 | $52.8K | 0.01% | −1,838−58.7% | Reduced |
| Covestor Ltd | 1,332 | $54.0K | 0.03% | −7−0.5% | Reduced |
| Loomis Sayles & Co L P | 1,323 | $54.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,340 | $54.1K | 0.01% | +603+81.8% | Added |
| Geneos Wealth Management Inc. | 1,425 | $58.2K | 0.00% | −1,715−54.6% | Reduced |