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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, Q1 2025

Institutional positions in NNN REIT, Inc. as of Mar 31, 2025. 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
482
−1 vs. Q4 2024
Shares held
170.4M
−1.17M (−0.7%) vs. Q4 2024
Total value
$7.26B
+$259.8M (+3.7%) vs. Q4 2024
New holders
62
186 more added
Sold out
63
162 more reduced

6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 482 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 heldQ1 2025: $7.26B
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, Q1 2025

Shares, value and share of portfolio for each institution holding NNN REIT, Inc.; share changes are against Q4 2024.

Institutions holding NNN in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc26,355,813$1.12B0.02%−9220.0%Reduced
BlackRock, Inc.22,945,125$978.6M0.02%+314,649+1.4%Added
FMR LLC17,191,527$733.2M0.05%+1,320,437+8.3%Added
State Street Corp12,001,363$511.9M0.02%−68,135−0.6%Reduced
Victory Capital Management Inc10,323,835$440.3M0.45%−1,374,741−11.8%Reduced
Geode Capital Management, LLC3,752,788$160.1M0.01%+215,815+6.1%Added
Northwood Liquid Management LP3,306,538$141.0M8.98%+302,932+10.1%Added
Massachusetts Financial Services Co3,247,468$138.5M0.05%−45,527−1.4%Reduced
Centersquare Investment Management LLC3,168,145$135.1M1.40%+404,246+14.6%Added
Dimensional Fund Advisors LP2,754,244$117.5M0.03%−31,187−1.1%Reduced
Federated Hermes, Inc.2,690,657$114.8M0.25%−15,345−0.6%Reduced
Charles Schwab Investment Management Inc2,644,787$112.8M0.02%+43,331+1.7%Added
Norges Bank2,315,838$98.8M0.01%+15,163+0.7%Added
Morgan Stanley2,255,222$96.2M0.01%−51,229−2.2%Reduced
Northern Trust Corp2,091,570$89.2M0.01%+43,861+2.1%Added
Bank of New York Mellon Corp2,074,031$88.5M0.02%−57,036−2.7%Reduced
JPMorgan Chase & Co2,057,779$87.8M0.01%−432,653−17.4%Reduced
Mondrian Investment Partners LTD1,811,191$77.2M1.32%−24,698−1.3%Reduced
Citadel Advisors LLC1,632,552$69.6M0.07%+336,674+26.0%Added
Vaughan Nelson Investment Management, L.P.1,584,276$67.6M0.68%+92,330+6.2%Added
Equity Investment Corp1,441,429$61.5M1.37%−2030.0%Reduced
UBS Asset Management Americas Inc1,376,679$58.7M0.02%+165,410+13.7%Added
Artisan Partners Limited Partnership1,264,483$53.9M0.09%+11,624+0.9%Added
AQR Capital Management LLC1,228,752$52.1M0.05%+361,989+41.8%Added
Legal & General Group Plc1,165,294$49.7M0.01%+31,622+2.8%Added
Millennium Management LLC1,127,796$48.1M0.05%+1,066,336+1,735.0%Added
Nuveen, LLC1,089,564$46.5M0.01%+1,089,564New
Price T Rowe Associates Inc931,781$39.7M0.00%+23,859+2.6%Added
Deprince Race & Zollo Inc841,090$35.9M0.74%+841,090New
California Public Employees Retirement System816,369$34.8M0.02%−41,667−4.9%Reduced
Goldman Sachs Group Inc788,687$33.6M0.01%+78,720+11.1%Added
UBS Group AG778,533$33.2M0.01%−252,121−24.5%Reduced
ProShare Advisors LLC772,689$33.0M0.07%+66,586+9.4%Added
Wells Fargo & Company760,509$32.4M0.01%−450,353−37.2%Reduced
Snyder Capital Management L P738,626$31.5M0.69%−15,543−2.1%Reduced
Invesco Ltd.726,344$31.0M0.01%−9,655−1.3%Reduced
Qube Research & Technologies Ltd725,993$31.0M0.05%−73,702−9.2%Reduced
Bank of America Corp672,893$28.7M0.00%+135,853+25.3%Added
Clearbridge Investments, LLC665,732$28.4M0.02%+2,410+0.4%Added
Schonfeld Strategic Advisors LLC630,597$26.9M0.18%+148,442+30.8%Added
HSBC Holdings PLC627,944$26.8M0.02%+141,153+29.0%Added
Principal Financial Group Inc574,919$24.5M0.01%−4,734,858−89.2%Reduced
Ameriprise Financial Inc572,023$24.4M0.01%−20,319−3.4%Reduced
Two Sigma Advisers, LP556,700$23.7M0.05%+136,900+32.6%Added
Raymond James Financial Inc553,325$23.6M0.01%−37,681−6.4%Reduced
Allianz Asset Management GmbH549,067$23.4M0.03%+254,418+86.3%Added
Rhumbline Advisers544,402$23.2M0.02%−2,245−0.4%Reduced
Agf Management Ltd535,750$22.8M0.12%−17,957−3.2%Reduced
Two Sigma Investments, LP525,236$22.4M0.05%+169,750+47.8%Added
Alyeska Investment Group, L.P.461,979$19.7M0.08%+461,979New
Verity & Verity, LLC450,814$19.2M1.69%+186,415+70.5%Added
Royal Bank of Canada443,533$18.9M0.00%−180,655−28.9%Reduced
Natixis Advisors, L.P.405,389$17.3M0.03%+12,398+3.2%Added
Brookfield Asset Management Inc.389,456$16.6M0.02%+389,456New
Sound Income Strategies, LLC384,553$16.4M0.97%+39,289+11.4%Added
Swiss National Bank363,300$15.5M0.01%+2,000+0.6%Added
Great West Life Assurance Co362,611$15.5M0.03%+21,163+6.2%Added
Asset Management One Co.,Ltd.355,030$15.1M0.05%+4,208+1.2%Added
Renaissance Technologies LLC338,000$14.4M0.02%+121,400+56.0%Added
Quantinno Capital Management LP327,864$14.0M0.09%+105,204+47.2%Added
Public Employees Retirement System of Ohio327,104$14.0M0.05%−8,313−2.5%Reduced
Ceredex Value Advisors LLC324,876$13.9M0.30%+41,300+14.6%Added
Goodman Financial Corp308,870$13.2M2.84%+9,755+3.3%Added
Alliancebernstein L.P.296,200$12.6M0.00%+6,012+2.1%Added
New Age Alpha Advisors, LLC296,089$12.6M0.57%+109,967+59.1%Added
Hazelview Securities Inc.277,860$11.9M2.15%+277,860New
Nomura Asset Management Co Ltd258,810$11.0M0.03%+9,016+3.6%Added
Tectonic Advisors LLC241,054$10.3M0.64%+25,306+11.7%Added
LPL Financial LLC233,246$9.95M0.00%−17,684−7.0%Reduced
Retirement Systems of Alabama228,275$9.74M0.04%+259+0.1%Added
M&G Plc218,376$9.39M0.04%−33,680−13.4%Reduced
Cambiar Investors LLC216,918$9.25M0.39%−23,294−9.7%Reduced
Voloridge Investment Management, LLC215,301$9.18M0.03%−70,991−24.8%Reduced
New York State Teachers Retirement System214,110$9.13M0.02%−10,800−4.8%Reduced
Envestnet Asset Management Inc209,148$8.92M0.00%−32,438−13.4%Reduced
Franklin Resources Inc208,198$8.88M0.00%+17,720+9.3%Added
Corebridge Financial, Inc.207,153$8.84M0.05%−5,031−2.4%Reduced
Sumitomo Mitsui Trust Holdings, Inc.205,797$8.78M0.01%+3,059+1.5%Added
Voya Investment Management LLC204,429$8.72M0.01%−4,308−2.1%Reduced
Sophron Capital Management L.P.201,021$8.57M2.92%+83,195+70.6%Added
D. E. Shaw & Co., Inc.197,080$8.41M0.01%+175,120+797.4%Added
Masterton Capital Management, LP239,879$8.36M6.58%−81,573−25.4%Reduced
State of Alaska, Department of Revenue195,354$8.33M0.09%+1,739+0.9%Added
Westwood Holdings Group Inc.188,767$8.05M0.06%+252+0.1%Added
Commonwealth Equity Services, LLC187,976$8.02M0.01%+37,031+24.5%Added
Treasurer of the State of North Carolina187,701$8.01M0.03%+3,611+2.0%Added
New York State Common Retirement Fund184,051$7.85M0.01%+88,477+92.6%Added
Janus Henderson Group PLC184,164$7.75M0.00%00.0%Unchanged
California State Teachers Retirement System176,042$7.51M0.01%+3,987+2.3%Added
State Board of Administration of Florida Retirement System171,687$7.32M0.01%00.0%Unchanged
Manufacturers Life Insurance Company, The163,377$6.97M0.01%+1,174+0.7%Added
Chilton Capital Management LLC161,381$6.88M0.30%−87,776−35.2%Reduced
Russell Investments Group, Ltd.160,196$6.83M0.01%+128,915+412.1%Added
Stifel Financial Corp158,127$6.74M0.01%+11,522+7.9%Added
Edgestream Partners, L.P.154,729$6.60M0.22%+154,729New
Citigroup Inc151,904$6.48M0.00%+11,384+8.1%Added
Mirae Asset Global ETFs Holdings Ltd.148,548$6.34M0.01%+148,548New
Arrowstreet Capital, Limited Partnership143,770$6.13M0.00%+143,770New
Bernzott Capital Advisors140,141$5.98M2.94%−1,126−0.8%Reduced
Barclays PLC135,519$5.78M0.00%−24,225−15.2%Reduced