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 |
|---|---|---|---|---|---|
| Riverview Trust Co | 1,007 | $42.9K | 0.04% | 00.0% | Unchanged |
| Horizons Wealth Management | 975 | $41.6K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 925 | $39.0K | 0.00% | −355−27.7% | Reduced |
| First United Bank Trust | 900 | $38.4K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 818 | $34.9K | 0.00% | +818 | New |
| Skopos Labs, Inc. | 802 | $34.2K | 0.01% | +469+140.8% | Added |
| Bryn Mawr Trust Co | 761 | $32.5K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 749 | $31.9K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 737 | $31.0K | 0.00% | −586−44.3% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 685 | $29.2K | 0.01% | +685 | New |
| Caldwell Trust Co | 673 | $28.7K | 0.00% | +673 | New |
| WealthCollab, LLC | 651 | $27.8K | 0.02% | +50+8.3% | Added |
| Quarry LP | 634 | $27.0K | 0.01% | −359−36.2% | Reduced |
| Sandy Spring Bank | 625 | $26.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 572 | $24.4K | 0.00% | +31+5.7% | Added |
| Salomon & Ludwin, LLC | 535 | $22.8K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 505 | $21.5K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $21.3K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 500 | $21.3K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 484 | $20.6K | 0.02% | +309+176.6% | Added |
| Wiser Advisor Group LLC | 462 | $19.7K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 451 | $19.2K | 0.00% | −40−8.1% | Reduced |
| TCTC Holdings, LLC | 444 | $18.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 439 | $18.7K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 396 | $16.9K | 0.01% | +6+1.5% | Added |
| Rothschild Investment LLC | 371 | $15.8K | 0.00% | +5+1.4% | Added |
| AdvisorNet Financial, Inc | 364 | $15.5K | 0.00% | +8+2.2% | Added |
| Harbour Investments, Inc. | 339 | $14.5K | 0.00% | +250+280.9% | Added |
| Rialto Wealth Management, LLC | 329 | $14.0K | 0.00% | +12+3.8% | Added |
| Larson Financial Group LLC | 319 | $13.6K | 0.00% | +319 | New |
| Sunbelt Securities, Inc. | 305 | $13.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 301 | $12.9K | 0.01% | −45−13.0% | Reduced |
| 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 |
| Parkside Financial Bank & Trust | 280 | $11.9K | 0.00% | +166+145.6% | Added |
| JNBA Financial Advisors | 279 | $11.9K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 240 | $10.2K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 240 | $10.2K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 230 | $10.0K | 0.00% | +230 | New |
| Richardson Financial Services Inc. | 215 | $9.17K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 179 | $7.63K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 171 | $7.29K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 170 | $7.25K | 0.00% | +170 | New |
| HM Payson & Co | 165 | $7.04K | 0.00% | −50−23.3% | Reduced |
| Farmers & Merchants Investments Inc | 138 | $5.89K | 0.00% | +63+84.0% | Added |
| Washington Trust Advisors, Inc. | 136 | $5.80K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 133 | $5.67K | 0.00% | +133 | New |
| Bell Investment Advisors, Inc | 122 | $5.20K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 141 | $5.00K | 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 |
| Cape Investment Advisory, Inc. | 100 | $4.26K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 94 | $4.01K | 0.00% | +94 | New |
| Capital Analysts, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Moisand Fitzgerald Tamayo, LLC | 87 | $3.71K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 78 | $3.33K | 0.00% | −410−84.0% | Reduced |
| Clearstead Advisors, LLC | 73 | $3.11K | 0.00% | +73 | New |
| Cullen/Frost Bankers, Inc. | 71 | $3.03K | 0.00% | +32+82.1% | Added |
| Concord Wealth Partners | 68 | $2.90K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 64 | $2.73K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 44 | $1.88K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 39 | $1.66K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 36 | $1.55K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 29 | $1.24K | 0.00% | +29 | New |
| Horizon Investments, LLC | 28 | $1.18K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 27 | $1.15K | 0.00% | −9−25.0% | Reduced |
| Sierra Ocean, LLC | 27 | $1.15K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 24 | $1.02K | 0.00% | +24 | 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 |
| Motco | 18 | $768 | 0.00% | +18 | New |
| Highline Wealth Partners LLC | 18 | $768 | 0.00% | +18 | New |
| TD Waterhouse Canada Inc. | 15 | $637 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 15 | $613 | 0.00% | +15 | New |
| Mountain Hill Investment Partners Corp. | 13 | $540 | 0.00% | +1+8.3% | Added |
| SOA Wealth Advisors, LLC. | 12 | $512 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $505 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $86 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | −2−20.0% | Reduced |
| Hemington Wealth Management | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,259−100.0% | Sold out |
| Long Pond Capital, LP | 0 | $0 | 0.00% | −1,483,845−100.0% | Sold out |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −280,539−100.0% | Sold out |
| Gilman Hill Asset Management, LLC | 0 | $0 | 0.00% | −214,915−100.0% | Sold out |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −139,347−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −74,921−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −59,608−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −56,563−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −46,638−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −39,396−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −38,573−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −33,321−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −17,524−100.0% | Sold out |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −16,907−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −15,942−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −15,555−100.0% | Sold out |
| Invst, LLC | 0 | $0 | 0.00% | −15,286−100.0% | Sold out |