Skip to main content
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.

Q1 2025 vs. Q4 2024

How the institutions holding NNN REIT, Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of NNN: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders4896482−1
Shares172.3M756.0K170.4M−1.17M (−0.7%)
Value$7.04B$30.9M$7.26B+$259.8M (+3.7%)

6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (62)

Institutions that held NNN REIT, Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to NNN in Q1 2025
InstitutionSharesValue% of portfolio
Nuveen, LLC1,089,564$46.5M0.01%
Deprince Race & Zollo Inc841,090$35.9M0.74%
Alyeska Investment Group, L.P.461,979$19.7M0.08%
Brookfield Asset Management Inc.389,456$16.6M0.02%
Hazelview Securities Inc.277,860$11.9M2.15%
Edgestream Partners, L.P.154,729$6.60M0.22%
Mirae Asset Global ETFs Holdings Ltd.148,548$6.34M0.01%
Arrowstreet Capital, Limited Partnership143,770$6.13M0.00%
Element Capital Management LLC64,997$2.77M0.69%
Universal- Beteiligungs- und Servicegesellschaft mbH55,145$2.35M0.00%
Brevan Howard Capital Management LP47,747$2.04M0.06%
Twinbeech Capital LP38,748$1.65M0.03%
Quantbot Technologies LP34,419$1.47M0.05%
HRT Financial LP31,105$1.33M0.01%
J.W. Cole Advisors, Inc.26,055$1.11M0.03%
Bridgefront Capital, LLC24,966$1.06M0.31%
Capital World Investors23,411$998.5K0.00%
Nicola Wealth Management Ltd.20,600$878.6K0.09%
Dark Forest Capital Management LP17,817$759.9K0.03%
Virtu Financial LLC16,857$719.0K0.04%
Holocene Advisors, LP14,460$616.7K0.00%
Gotham Asset Management, LLC13,623$581.0K0.00%
CSS LLC12,717$542.4K0.04%
Wellington Management Group LLP11,954$509.8K0.00%
Scientech Research LLC11,687$498.5K0.13%
CAPROCK Group, Inc.11,260$480.2K0.01%
Graypoint LLC10,560$450.4K0.03%
GTS Securities LLC10,504$448.0K0.02%
Polymer Capital Management (US) LLC8,821$376.2K0.11%
Brookwood Investment Group LLC8,798$375.2K0.06%
Jefferies Financial Group Inc.6,411$273.4K0.00%
Chicago Partners Investment Group LLC5,372$224.2K0.01%
Independent Financial Group, LLC5,205$222.0K0.01%
Greenleaf Trust4,846$206.7K0.00%
Sequoia Financial Advisors, LLC4,842$206.5K0.00%
Resources Investment Advisors, LLC.4,828$205.9K0.00%
Griffin Asset Management, Inc.4,799$204.7K0.03%
Simon Quick Advisors, LLC4,787$204.2K0.01%
SummitTX Capital, L.P.4,773$203.6K0.01%
Applied Finance Capital Management, LLC4,759$203.0K0.01%
Capital City Trust Co4,734$201.9K0.06%
Kestra Investment Management, LLC1,339$57.1K0.00%
Inlight Wealth Management, LLC1,334$56.9K0.04%
Johnson Financial Group, Inc.1,030$43.9K0.00%
Avalon Trust Co818$34.9K0.00%
Wealth Advisors of Tampa Bay, LLC685$29.2K0.01%
Caldwell Trust Co673$28.7K0.00%
Larson Financial Group LLC319$13.6K0.00%
Hazlett, Burt & Watson, Inc.230$10.0K0.00%
Atlantic Trust, LLC170$7.25K0.00%
True Wealth Design, LLC133$5.67K0.00%
Meeder Asset Management Inc94$4.01K0.00%
Capital Analysts, LLC100$4.00K0.00%
Clearstead Advisors, LLC73$3.11K0.00%
Delta Asset Management LLC29$1.24K0.00%
Hughes Financial Services, LLC24$1.02K0.00%
South State Corp.23$9810.00%
NewSquare Capital LLC23$9810.00%
UMA Financial Services, Inc.23$9810.00%
Motco18$7680.00%
Highline Wealth Partners LLC18$7680.00%
Rossby Financial, LCC15$6130.00%

Sold out (63)

Institutions that held NNN REIT, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of NNN in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Long Pond Capital, LP1,483,845$60.6M
Waterfront Capital Partners, LLC280,539$11.5M
Gilman Hill Asset Management, LLC214,915$8.78M
Cbre Clarion Securities LLC139,347$5.69M
Schroder Investment Management Group74,921$3.02M
Oversea-Chinese Banking CORP Ltd59,608$2.43M
Connor, Clark & Lunn Investment Management Ltd.56,563$2.31M
Y-Intercept (Hong Kong) Ltd46,638$1.91M
Crestline Management, LP39,396$1.61M
Westpac Banking Corp38,573$1.58M
Mackenzie Financial Corp33,321$1.36M
Ontario Teachers Pension Plan Board17,524$715.9K
Essex Financial Services, Inc.16,907$690.7K
Dakota Wealth Management15,942$651.2K
Erste Asset Management GmbH16,000$648.2K
Avantax Advisory Services, Inc.15,555$635.4K
Invst, LLC15,286$624.4K
Tudor Investment Corp Et Al14,523$593.3K
Kovack Advisors, Inc.13,886$567.2K
HGK Asset Management Inc13,200$539.2K
Kingswood Wealth Advisors, LLC12,901$527.0K
Walleye Capital LLC11,893$485.8K
Savant Capital, LLC10,306$421.0K
Principle Wealth Partners LLC9,204$376.0K
Trust Point Inc.7,986$326.2K
First National Bank of Mount Dora, Trust Investment Services7,463$304.9K
Impact Partnership Wealth, LLC6,878$281.0K
Old North State Wealth Management, LLC6,136$251.0K
Frank, Rimerman Advisors LLC5,685$232.2K
Mission Wealth Management, LP5,377$219.7K
DGS Capital Management, LLC5,330$217.7K
Vident Advisory, LLC5,151$210.4K
Intech Investment Management LLC4,947$202.1K
Optas, LLC4,914$200.7K
Marshall Wace, LLP4,900$200.2K
New Wave Wealth Advisors LLC3,402$139.0K
Synergy Investment Management, LLC3,343$136.6K
Venturi Wealth Management, LLC2,914$119.0K
PEAK6 LLC2,878$117.6K
Oarsman Capital, Inc.2,250$91.9K
Mitsubishi UFJ Trust & Banking Corp2,213$90.4K
Newbridge Financial Services Group, Inc.1,500$61.3K
Proequities, Inc.1,259$49.8K
Aspetuck Financial Management LLC1,220$49.8K
Putney Financial Group LLC932$38.1K
GeoWealth Management, LLC773$31.6K
Barrow Hanley Mewhinney & Strauss LLC469$19.2K
DecisionPoint Financial, LLC400$16.3K
Laurel Wealth Advisors LLC380$15.5K
Castleview Partners, LLC324$13.0K
AllSquare Wealth Management LLC300$12.3K
Asset Planning,Inc253$10.4K
Natixis183$7.48K
Synergy Financial Management, LLC149$7.22K
Pingora Partners LLC155$6.33K
Coppell Advisory Solutions LLC130$5.25K
Elequin Capital LP124$5.07K
Colonial Trust Co124$5.07K
Mather Group, LLC.68$2.78K
Caitlin John, LLC38$1.54K
Ronald Blue Trust, Inc.33$1.35K
Creative Financial Designs Inc24$980
New Millennium Group LLC5$204

Not filed for Q1 2025 yet (6)

Institutions that held NNN REIT, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NNN in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC741,390$30.3M
Wetherby Asset Management Inc8,156$333.2K
Vise Technologies, Inc.5,811$237.4K
WR Wealth Planners, LLC300$12.3K
Householder Group Estate & Retirement Specialist, LLC200$8.00K
Global Retirement Partners, LLC168$6.86K