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, Q2 2025
Institutional positions in NNN REIT, Inc. as of Jun 30, 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
- 483
- +6 vs. Q1 2025
- Shares held
- 167.9M
- −630.9K (−0.4%) vs. Q1 2025
- Total value
- $7.25B
- +$65.5M (+0.9%) vs. Q1 2025
- New holders
- 58
- 198 more added
- Sold out
- 52
- 156 more reduced
5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding NNN REIT, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 12 | $0 | 0.00% | −7−36.8% | Reduced |
| MV Capital Management, Inc. | 2 | $87 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 6 | $260 | 0.00% | +6 | New |
| Fortitude Family Office, LLC | 12 | $518 | 0.00% | +12 | New |
| Mountain Hill Investment Partners Corp. | 13 | $555 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 13 | $561 | 0.00% | +13 | New |
| UMA Financial Services, Inc. | 14 | $605 | 0.00% | −9−39.1% | Reduced |
| Rossby Financial, LCC | 15 | $648 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 15 | $653 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 17 | $708 | 0.00% | +17 | New |
| Motco | 18 | $743 | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 20 | $864 | 0.00% | +20 | New |
| South State Corp. | 23 | $994 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 25 | $1.08K | 0.00% | +25 | New |
| Sachetta, LLC | 27 | $1.17K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 30 | $1.29K | 0.00% | +7+30.4% | Added |
| SWAN Capital LLC | 36 | $1.56K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 38 | $1.57K | 0.00% | +14+58.3% | Added |
| Private Wealth Management Group, LLC | 39 | $1.69K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 44 | $1.90K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 54 | $2.33K | 0.00% | +54 | New |
| Prestige Wealth Management Group LLC | 64 | $2.76K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 66 | $2.85K | 0.00% | −1,286−95.1% | Reduced |
| Addison Advisors LLC | 68 | $2.94K | 0.00% | +68 | New |
| Strategic Wealth Partners, Ltd. | 74 | $3.19K | 0.00% | +74 | New |
| Concord Wealth Partners | 84 | $3.63K | 0.00% | +16+23.5% | Added |
| CoreCap Advisors, LLC | 86 | $3.72K | 0.00% | −29−25.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 87 | $3.76K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $4.32K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 111 | $4.79K | 0.00% | +111 | New |
| Ancora Advisors, LLC | 117 | $5.05K | 0.00% | +117 | New |
| Washington Trust Advisors, Inc. | 136 | $5.87K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 153 | $6.61K | 0.00% | +15+10.9% | Added |
| Dogwood Wealth Management LLC | 157 | $6.78K | 0.00% | +157 | New |
| Avion Wealth | 178 | $7.00K | 0.00% | +37+26.2% | Added |
| HM Payson & Co | 165 | $7.13K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 171 | $7.37K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 174 | $7.51K | 0.00% | +52+42.6% | Added |
| Pinnacle Bancorp, Inc. | 179 | $7.73K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 210 | $9.05K | 0.00% | +210 | New |
| Richardson Financial Services Inc. | 215 | $9.37K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 224 | $9.67K | 0.00% | +130+138.3% | Added |
| Hazlett, Burt & Watson, Inc. | 230 | $10.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 240 | $10.4K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 240 | $10.4K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 250 | $10.8K | 0.00% | −30−10.7% | Reduced |
| Larson Financial Group LLC | 257 | $11.1K | 0.00% | −62−19.4% | Reduced |
| Whittier Trust Co | 258 | $11.1K | 0.00% | +258 | New |
| Harbour Investments, Inc. | 259 | $11.2K | 0.00% | −80−23.6% | Reduced |
| JNBA Financial Advisors | 279 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 305 | $12.5K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 344 | $14.8K | 0.01% | +43+14.3% | Added |
| Atlantic Trust, LLC | 346 | $14.9K | 0.00% | +176+103.5% | Added |
| Westside Investment Management, Inc. | 359 | $15.6K | 0.00% | +359 | New |
| AdvisorNet Financial, Inc | 365 | $15.8K | 0.00% | +1+0.3% | Added |
| Rothschild Investment LLC | 366 | $15.8K | 0.00% | −5−1.3% | Reduced |
| Ronald Blue Trust, Inc. | 371 | $16.0K | 0.00% | +371 | New |
| Geneos Wealth Management Inc. | 389 | $16.8K | 0.00% | −1,100−73.9% | Reduced |
| Rialto Wealth Management, LLC | 389 | $16.8K | 0.00% | +60+18.2% | Added |
| Tidemark, LLC | 401 | $17.3K | 0.01% | +5+1.3% | Added |
| TCTC Holdings, LLC | 444 | $19.2K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 450 | $19.4K | 0.00% | −580−56.3% | Reduced |
| Bogart Wealth, LLC | 471 | $20.3K | 0.00% | +20+4.4% | Added |
| North Star Investment Management Corp. | 500 | $21.6K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 500 | $21.8K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 505 | $21.8K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 535 | $23.4K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 552 | $23.8K | 0.00% | −121−18.0% | Reduced |
| Bayforest Capital Ltd | 562 | $24.3K | 0.01% | −4,597−89.1% | Reduced |
| Massmutual Trust Co FSB | 597 | $25.8K | 0.00% | +25+4.4% | Added |
| WealthCollab, LLC | 601 | $26.0K | 0.01% | −50−7.7% | Reduced |
| Atlantic Union Bankshares Corp | 625 | $27.0K | 0.00% | +625 | New |
| Smartleaf Asset Management LLC | 635 | $27.2K | 0.00% | −474−42.7% | Reduced |
| Chung Wu Investment Group, LLC | 700 | $30.2K | 0.03% | +700 | New |
| True Wealth Design, LLC | 724 | $31.3K | 0.01% | +591+444.4% | Added |
| Loomis Sayles & Co L P | 737 | $31.8K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 749 | $32.3K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 761 | $32.9K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 824 | $35.6K | 0.00% | +824 | New |
| First United Bank Trust | 900 | $38.9K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 975 | $42.1K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 986 | $43.0K | 0.01% | +978+12,225.0% | Added |
| Millstone Evans Group, LLC | 1,023 | $44.2K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 1,100 | $47.5K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,136 | $49.1K | 0.00% | −482−29.8% | Reduced |
| Essential Partners LLC | 1,142 | $49.3K | 0.02% | +1,142 | New |
| Bruce G. Allen Investments, LLC | 1,166 | $50.3K | 0.04% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,209 | $52.2K | 0.00% | −578−32.3% | Reduced |
| Inlight Wealth Management, LLC | 1,334 | $57.6K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,336 | $57.7K | 0.00% | −1,900−58.7% | Reduced |
| Spire Wealth Management | 1,370 | $59.2K | 0.00% | −50−3.5% | Reduced |
| Farther Finance Advisors, LLC | 1,412 | $61.0K | 0.00% | −1,270−47.4% | Reduced |
| SRS Capital Advisors, Inc. | 1,419 | $61.3K | 0.00% | +334+30.8% | Added |
| Fulcrum Asset Management LLP | 1,514 | $65.4K | 0.02% | +1,514 | New |
| Quaker Wealth Management, LLC | 1,521 | $65.7K | 0.02% | +1,521 | New |
| Stephenson National Bank & Trust | 1,527 | $65.9K | 0.02% | −3,915−71.9% | Reduced |
| Skopos Labs, Inc. | 1,594 | $68.8K | 0.01% | +792+98.8% | Added |