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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding NNN REIT, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | −2−20.0% | Reduced |
| Hemington Wealth Management | 19 | $0 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $86 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $505 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 12 | $512 | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 13 | $540 | 0.00% | +1+8.3% | Added |
| Rossby Financial, LCC | 15 | $613 | 0.00% | +15 | New |
| TD Waterhouse Canada Inc. | 15 | $637 | 0.00% | 00.0% | Unchanged |
| Motco | 18 | $768 | 0.00% | +18 | New |
| Highline Wealth Partners LLC | 18 | $768 | 0.00% | +18 | New |
| South State Corp. | 23 | $981 | 0.00% | +23 | New |
| NewSquare Capital LLC | 23 | $981 | 0.00% | +23 | New |
| UMA Financial Services, Inc. | 23 | $981 | 0.00% | +23 | New |
| Hughes Financial Services, LLC | 24 | $1.02K | 0.00% | +24 | New |
| Sachetta, LLC | 27 | $1.15K | 0.00% | −9−25.0% | Reduced |
| Sierra Ocean, LLC | 27 | $1.15K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 28 | $1.18K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 29 | $1.24K | 0.00% | +29 | New |
| SWAN Capital LLC | 36 | $1.55K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 39 | $1.66K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 44 | $1.88K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 64 | $2.73K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 68 | $2.90K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 71 | $3.03K | 0.00% | +32+82.1% | Added |
| Clearstead Advisors, LLC | 73 | $3.11K | 0.00% | +73 | New |
| Continuum Advisory, LLC | 78 | $3.33K | 0.00% | −410−84.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 87 | $3.71K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Meeder Asset Management Inc | 94 | $4.01K | 0.00% | +94 | New |
| Cape Investment Advisory, Inc. | 100 | $4.26K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 115 | $4.91K | 0.00% | −701−85.9% | Reduced |
| CoreCap Advisors, LLC | 115 | $4.91K | 0.00% | +43+59.7% | Added |
| Avion Wealth | 141 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 122 | $5.20K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 133 | $5.67K | 0.00% | +133 | New |
| Washington Trust Advisors, Inc. | 136 | $5.80K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 138 | $5.89K | 0.00% | +63+84.0% | Added |
| HM Payson & Co | 165 | $7.04K | 0.00% | −50−23.3% | Reduced |
| Atlantic Trust, LLC | 170 | $7.25K | 0.00% | +170 | New |
| Ameriflex Group, Inc. | 171 | $7.29K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 179 | $7.63K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 215 | $9.17K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 230 | $10.0K | 0.00% | +230 | New |
| Stephens Consulting, LLC | 240 | $10.2K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 240 | $10.2K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 279 | $11.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 280 | $11.9K | 0.00% | +166+145.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 300 | $12.8K | 0.01% | −3,948−92.9% | Reduced |
| Stonebridge Financial Group, LLC | 300 | $12.8K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 300 | $12.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 301 | $12.9K | 0.01% | −45−13.0% | Reduced |
| Sunbelt Securities, Inc. | 305 | $13.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 319 | $13.6K | 0.00% | +319 | New |
| Rialto Wealth Management, LLC | 329 | $14.0K | 0.00% | +12+3.8% | Added |
| Harbour Investments, Inc. | 339 | $14.5K | 0.00% | +250+280.9% | Added |
| AdvisorNet Financial, Inc | 364 | $15.5K | 0.00% | +8+2.2% | Added |
| Rothschild Investment LLC | 371 | $15.8K | 0.00% | +5+1.4% | Added |
| Tidemark, LLC | 396 | $16.9K | 0.01% | +6+1.5% | Added |
| Quent Capital, LLC | 439 | $18.7K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 444 | $18.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 451 | $19.2K | 0.00% | −40−8.1% | Reduced |
| Wiser Advisor Group LLC | 462 | $19.7K | 0.03% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 484 | $20.6K | 0.02% | +309+176.6% | Added |
| Bullock Wealth Management Group | 500 | $21.3K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $21.3K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 505 | $21.5K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 535 | $22.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 572 | $24.4K | 0.00% | +31+5.7% | Added |
| Sandy Spring Bank | 625 | $26.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 634 | $27.0K | 0.01% | −359−36.2% | Reduced |
| WealthCollab, LLC | 651 | $27.8K | 0.02% | +50+8.3% | Added |
| Caldwell Trust Co | 673 | $28.7K | 0.00% | +673 | New |
| Wealth Advisors of Tampa Bay, LLC | 685 | $29.2K | 0.01% | +685 | New |
| Loomis Sayles & Co L P | 737 | $31.0K | 0.00% | −586−44.3% | Reduced |
| V-Square Quantitative Management LLC | 749 | $31.9K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 761 | $32.5K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 802 | $34.2K | 0.01% | +469+140.8% | Added |
| Avalon Trust Co | 818 | $34.9K | 0.00% | +818 | New |
| First United Bank Trust | 900 | $38.4K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 925 | $39.0K | 0.00% | −355−27.7% | Reduced |
| Horizons Wealth Management | 975 | $41.6K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 1,007 | $42.9K | 0.04% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,023 | $43.6K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,030 | $43.9K | 0.00% | +1,030 | New |
| SRS Capital Advisors, Inc. | 1,085 | $46.3K | 0.00% | −700−39.2% | Reduced |
| Smartleaf Asset Management LLC | 1,109 | $46.7K | 0.00% | −231−17.2% | Reduced |
| Central Trust Co | 1,100 | $46.9K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,166 | $49.7K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,193 | $50.2K | 0.00% | +894+299.0% | Added |
| Inlight Wealth Management, LLC | 1,334 | $56.9K | 0.04% | +1,334 | New |
| Kestra Investment Management, LLC | 1,339 | $57.1K | 0.00% | +1,339 | New |
| Brown Brothers Harriman & Co | 1,352 | $57.7K | 0.00% | −1,104−45.0% | Reduced |
| Spire Wealth Management | 1,420 | $60.6K | 0.00% | −125−8.1% | Reduced |
| CIBC Private Wealth Group, LLC | 1,618 | $60.8K | 0.00% | +572+54.7% | Added |
| Geneos Wealth Management Inc. | 1,489 | $63.5K | 0.00% | +64+4.5% | Added |
| EverSource Wealth Advisors, LLC | 1,510 | $64.4K | 0.00% | −3,443−69.5% | Reduced |
| Alaska Permanent Fund Corp | 1,614 | $66.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,584 | $67.6K | 0.01% | +292+22.6% | Added |
| Heritage Wealth Advisors | 1,600 | $68.2K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,613 | $68.8K | 0.01% | 00.0% | Unchanged |