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 |
|---|---|---|---|---|---|
| Davenport & Co LLC | 8,028 | $342.4K | 0.00% | −2,826−26.0% | Reduced |
| SC&H Financial Advisors, Inc. | 7,814 | $333.3K | 0.07% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 7,758 | $330.9K | 0.00% | +258+3.4% | Added |
| Virtue Capital Management, LLC | 7,571 | $323.0K | 0.04% | +759+11.1% | Added |
| Romano Brothers and Company | 7,495 | $319.7K | 0.04% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 7,481 | $319.1K | 0.13% | −211−2.7% | Reduced |
| GWM Advisors LLC | 7,366 | $314.2K | 0.00% | +5,127+229.0% | Added |
| Alpha Cubed Investments, LLC | 7,336 | $312.9K | 0.01% | +658+9.9% | Added |
| Stephens Inc | 7,235 | $308.6K | 0.00% | +51+0.7% | Added |
| Mercer Global Advisors Inc | 7,233 | $308.5K | 0.00% | −725−9.1% | Reduced |
| US Bancorp | 7,165 | $305.6K | 0.00% | −482−6.3% | Reduced |
| KBC Group NV | 7,053 | $301.0K | 0.00% | +376+5.6% | Added |
| Atria Wealth Solutions, Inc. | 7,017 | $299.3K | 0.00% | +1,011+16.8% | Added |
| Net Worth Advisory Group | 6,860 | $292.6K | 0.09% | −3,288−32.4% | Reduced |
| Albert D Mason Inc | 6,738 | $287.4K | 0.20% | −165−2.4% | Reduced |
| Shelton Capital Management | 6,734 | $287.2K | 0.01% | −198−2.9% | Reduced |
| Panagora Asset Management Inc | 6,708 | $286.1K | 0.00% | −380−5.4% | Reduced |
| Golden State Equity Partners | 6,585 | $280.9K | 0.06% | −400−5.7% | Reduced |
| Parallel Advisors, LLC | 6,566 | $280.0K | 0.01% | +628+10.6% | Added |
| Jefferies Financial Group Inc. | 6,411 | $273.4K | 0.00% | +6,411 | New |
| Cresset Asset Management, LLC | 6,392 | $272.6K | 0.00% | −5,006−43.9% | Reduced |
| Alps Advisors Inc | 6,355 | $271.0K | 0.00% | −895−12.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 6,349 | $270.8K | 0.07% | −58−0.9% | Reduced |
| Group One Trading, L.P. | 6,336 | $270.2K | 0.01% | +2,642+71.5% | Added |
| Dynasty Wealth Management, LLC | 6,289 | $268.2K | 0.00% | +392+6.6% | Added |
| Coldstream Capital Management Inc | 6,256 | $266.8K | 0.01% | −171−2.7% | Reduced |
| Wealthcare Advisory Partners LLC | 6,248 | $266.5K | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 6,069 | $258.8K | 0.02% | −467−7.1% | Reduced |
| PSI Advisors, LLC | 6,060 | $258.4K | 0.08% | −309−4.9% | Reduced |
| First Financial Bank - Trust Division | 6,030 | $257.2K | 0.02% | −110−1.8% | Reduced |
| The PNC Financial Services Group, Inc. | 5,988 | $255.4K | 0.00% | −5,307−47.0% | Reduced |
| Castle Rock Wealth Management, LLC | 6,041 | $254.7K | 0.07% | +38+0.6% | Added |
| Bristlecone Advisors, LLC | 5,951 | $253.8K | 0.02% | −3,666−38.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,861 | $250.0K | 0.01% | +22+0.4% | Added |
| CIBC Asset Management Inc | 5,856 | $249.8K | 0.00% | +123+2.1% | Added |
| Endeavor Private Wealth, Inc. | 5,822 | $248.3K | 0.13% | +4,085+235.2% | Added |
| We Are One Seven, LLC | 5,729 | $244.3K | 0.01% | −2,671−31.8% | Reduced |
| Park Avenue Securities LLC | 5,532 | $236.0K | 0.00% | −2,157−28.1% | Reduced |
| Lindbrook Capital, LLC | 5,531 | $235.9K | 0.02% | +4,521+447.6% | Added |
| Huntington National Bank | 5,523 | $235.6K | 0.00% | −227−3.9% | Reduced |
| Stephenson National Bank & Trust | 5,442 | $232.1K | 0.08% | −222−3.9% | Reduced |
| Ballentine Partners, LLC | 5,412 | $230.8K | 0.00% | −106−1.9% | Reduced |
| David Loasby | 5,821 | $227.4K | 0.02% | −62−1.1% | Reduced |
| Chicago Partners Investment Group LLC | 5,372 | $224.2K | 0.01% | +5,372 | New |
| Independent Financial Group, LLC | 5,205 | $222.0K | 0.01% | +5,205 | New |
| Bayforest Capital Ltd | 5,159 | $220.0K | 0.10% | +4,579+789.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 5,115 | $215.3K | 0.00% | −60−1.2% | Reduced |
| Everence Capital Management Inc | 5,050 | $215.0K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 5,012 | $213.8K | 0.00% | −4,423−46.9% | Reduced |
| one8zero8, LLC | 5,000 | $213.3K | 0.05% | 00.0% | Unchanged |
| Gradient Investments LLC | 4,927 | $210.1K | 0.00% | −4−0.1% | Reduced |
| Greenleaf Trust | 4,846 | $206.7K | 0.00% | +4,846 | New |
| Sequoia Financial Advisors, LLC | 4,842 | $206.5K | 0.00% | +4,842 | New |
| Resources Investment Advisors, LLC. | 4,828 | $205.9K | 0.00% | +4,828 | New |
| Griffin Asset Management, Inc. | 4,799 | $204.7K | 0.03% | +4,799 | New |
| Simon Quick Advisors, LLC | 4,787 | $204.2K | 0.01% | +4,787 | New |
| SummitTX Capital, L.P. | 4,773 | $203.6K | 0.01% | +4,773 | New |
| Applied Finance Capital Management, LLC | 4,759 | $203.0K | 0.01% | +4,759 | New |
| Capital City Trust Co | 4,734 | $201.9K | 0.06% | +4,734 | New |
| Duncker Streett & Co Inc | 4,500 | $191.9K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 4,377 | $187.0K | 0.00% | +89+2.1% | Added |
| Versant Capital Management, Inc | 4,255 | $181.5K | 0.03% | +2,566+151.9% | Added |
| Private Trust Co NA | 4,114 | $175.5K | 0.02% | −1,351−24.7% | Reduced |
| Bokf, NA | 3,970 | $169.3K | 0.00% | +2,170+120.6% | Added |
| Northwestern Mutual Wealth Management Co | 3,968 | $169.2K | 0.00% | −1,054−21.0% | Reduced |
| Montag A & Associates Inc | 3,613 | $154.1K | 0.01% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 3,552 | $151.5K | 0.00% | +215+6.4% | Added |
| IFP Advisors, Inc | 3,236 | $138.0K | 0.00% | −1,258−28.0% | Reduced |
| Farther Finance Advisors, LLC | 2,682 | $114.0K | 0.00% | +546+25.6% | Added |
| FIL Ltd | 2,488 | $106.1K | 0.00% | +1,018+69.3% | Added |
| GAMMA Investing LLC | 2,301 | $98.1K | 0.01% | −584−20.2% | Reduced |
| Strengthening Families & Communities, LLC | 2,283 | $97.3K | 0.06% | +372+19.5% | Added |
| Fifth Third Bancorp | 2,116 | $90.2K | 0.00% | +267+14.4% | Added |
| NBC Securities, Inc. | 2,082 | $88.0K | 0.01% | +2,080+104,000.0% | Added |
| Allworth Financial LP | 2,053 | $84.1K | 0.00% | −344−14.4% | Reduced |
| Security National Bank | 1,971 | $84.1K | 0.02% | +22+1.1% | Added |
| Truvestments Capital LLC | 1,960 | $83.6K | 0.02% | −1,083−35.6% | Reduced |
| Umb Bank N A | 1,846 | $78.7K | 0.00% | +1,227+198.2% | Added |
| Aster Capital Management (DIFC) Ltd | 1,811 | $76.9K | 0.01% | −8,380−82.2% | Reduced |
| Wolverine Asset Management LLC | 1,800 | $76.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,787 | $73.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,706 | $73.0K | 0.05% | +374+28.1% | Added |
| LRI Investments, LLC | 1,613 | $68.8K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,600 | $68.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,584 | $67.6K | 0.01% | +292+22.6% | Added |
| Alaska Permanent Fund Corp | 1,614 | $66.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,510 | $64.4K | 0.00% | −3,443−69.5% | Reduced |
| Geneos Wealth Management Inc. | 1,489 | $63.5K | 0.00% | +64+4.5% | Added |
| CIBC Private Wealth Group, LLC | 1,618 | $60.8K | 0.00% | +572+54.7% | Added |
| Spire Wealth Management | 1,420 | $60.6K | 0.00% | −125−8.1% | Reduced |
| Brown Brothers Harriman & Co | 1,352 | $57.7K | 0.00% | −1,104−45.0% | Reduced |
| Kestra Investment Management, LLC | 1,339 | $57.1K | 0.00% | +1,339 | New |
| Inlight Wealth Management, LLC | 1,334 | $56.9K | 0.04% | +1,334 | New |
| Jones Financial Companies LLLP | 1,193 | $50.2K | 0.00% | +894+299.0% | Added |
| Bruce G. Allen Investments, LLC | 1,166 | $49.7K | 0.04% | 00.0% | Unchanged |
| Central Trust Co | 1,100 | $46.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,109 | $46.7K | 0.00% | −231−17.2% | Reduced |
| SRS Capital Advisors, Inc. | 1,085 | $46.3K | 0.00% | −700−39.2% | Reduced |
| Johnson Financial Group, Inc. | 1,030 | $43.9K | 0.00% | +1,030 | New |
| Millstone Evans Group, LLC | 1,023 | $43.6K | 0.03% | 00.0% | Unchanged |