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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.

Institutional holdersQ2 2025: 483 institutions
Q1 2021: 379 institutionsQ2 2021: 403 institutionsQ3 2021: 404 institutionsQ4 2021: 420 institutionsQ1 2022: 406 institutionsQ2 2022: 418 institutionsQ3 2022: 413 institutionsQ4 2022: 430 institutionsQ1 2023: 432 institutionsQ2 2023: 432 institutionsQ3 2023: 408 institutionsQ4 2023: 444 institutionsQ1 2024: 448 institutionsQ2 2024: 458 institutionsQ3 2024: 499 institutionsQ4 2024: 489 institutionsQ1 2025: 482 institutionsQ2 2025: 483 institutionsQ3 2025: 507 institutionsQ4 2025: 523 institutionsQ1 2026: 545 institutionsQ2 2026: 605 institutions
Value heldQ2 2025: $7.25B
Q1 2021: $6.87BQ2 2021: $7.31BQ3 2021: $6.53BQ4 2021: $7.46BQ1 2022: $7.16BQ2 2022: $6.62BQ3 2022: $6.33BQ4 2022: $7.45BQ1 2023: $7.15BQ2 2023: $6.98BQ3 2023: $5.71BQ4 2023: $7.07BQ1 2024: $7.05BQ2 2024: $7.06BQ3 2024: $8.21BQ4 2024: $7.04BQ1 2025: $7.26BQ2 2025: $7.25BQ3 2025: $7.22BQ4 2025: $6.94BQ1 2026: $7.51BQ2 2026: $8.89B
Institutions holding NNN and their total value by quarter
QuarterHoldersValue
Q2 2026605$8.89B
Q1 2026545$7.51B
Q4 2025523$6.94B
Q3 2025507$7.22B
Q2 2025483$7.25B
Q1 2025482$7.26B
Q4 2024489$7.04B
Q3 2024499$8.21B
Q2 2024458$7.06B
Q1 2024448$7.05B
Q4 2023444$7.07B
Q3 2023408$5.71B
Q2 2023432$6.98B
Q1 2023432$7.15B
Q4 2022430$7.45B
Q3 2022413$6.33B
Q2 2022418$6.62B
Q1 2022406$7.16B
Q4 2021420$7.46B
Q3 2021404$6.53B
Q2 2021403$7.31B
Q1 2021379$6.87B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding NNN REIT, Inc.; share changes are against Q1 2025.

Institutions holding NNN in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
State of Wisconsin Investment Board36,874$1.59M0.00%−11,240−23.4%Reduced
New Mexico Educational Retirement Board37,100$1.60M0.05%00.0%Unchanged
Inceptionr LLC37,113$1.60M0.37%−3,286−8.1%Reduced
Oregon Public Employees Retirement Fund38,501$1.66M0.03%+400+1.0%Added
Capital Management Associates, Inc38,734$1.67M0.53%−2,236−5.5%Reduced
Danske Bank A/S39,190$1.69M0.00%−12,618−24.4%Reduced
Adams Asset Advisors, LLC40,766$1.76M0.25%+22,155+119.0%Added
Sumitomo Mitsui DS Asset Management Company, Ltd41,496$1.79M0.02%+2,898+7.5%Added
Northwestern Mutual Investment Management Company, LLC41,965$1.81M0.03%+264+0.6%Added
Versor Investments LP42,068$1.82M0.32%+31,862+312.2%Added
Universal- Beteiligungs- und Servicegesellschaft mbH42,569$1.84M0.00%−12,576−22.8%Reduced
Cerity Partners LLC42,916$1.85M0.00%+32,577+315.1%Added
Connor, Clark & Lunn Investment Management Ltd.42,942$1.85M0.01%+42,942New
Pensionfund DSM Netherlands43,200$1.86M1.26%00.0%Unchanged
Bank of Montreal43,610$1.88M0.00%+5,908+15.7%Added
Wealth Enhancement Advisory Services, LLC43,871$1.91M0.00%+13,843+46.1%Added
State of Michigan Retirement System45,184$1.95M0.01%+300+0.7%Added
Horizon Investments, LLC46,689$1.99M0.03%+46,661+166,646.4%Added
State of New Jersey Common Pension Fund D46,137$1.99M0.01%00.0%Unchanged
Quest Partners LLC46,437$2.01M0.20%+5,632+13.8%Added
Truist Financial Corp46,728$2.02M0.00%+4,390+10.4%Added
TT Capital Management LLC47,186$2.04M1.65%+15,135+47.2%Added
KLP Kapitalforvaltning AS47,800$2.06M0.01%+2,400+5.3%Added
Red Spruce Capital, LLC48,252$2.08M0.90%+345+0.7%Added
Mariner, LLC48,418$2.09M0.00%+14,693+43.6%Added
JustInvest LLC48,756$2.11M0.02%+6,615+15.7%Added
Ensign Peak Advisors, Inc48,769$2.11M0.00%−3,648−7.0%Reduced
CIBC World Markets Corp50,038$2.16M0.01%−2,356−4.5%Reduced
Albion Financial Group50,852$2.20M0.14%+1,757+3.6%Added
DekaBank Deutsche Girozentrale51,182$2.20M0.00%+903+1.8%Added
Teacher Retirement System of Texas51,818$2.24M0.01%+1,163+2.3%Added
Southland Equity Partners LLC52,488$2.27M0.50%−574−1.1%Reduced
Louisiana State Employees Retirement System52,900$2.28M0.04%+400+0.8%Added
Handelsbanken Fonder AB53,300$2.30M0.01%−1,800−3.3%Reduced
UniSuper Management Pty Ltd53,400$2.31M0.02%+600+1.1%Added
Teachers Retirement System of the State of Kentucky54,005$2.33M0.02%00.0%Unchanged
Arizona State Retirement System54,876$2.37M0.01%+1,086+2.0%Added
Lazard Asset Management LLC55,040$2.38M0.00%+33,552+156.1%Added
Creative Planning55,552$2.40M0.00%−4,970−8.2%Reduced
Values First Advisors, Inc.56,168$2.43M1.32%−2,803−4.8%Reduced
Wiley Bros.-Aintree Capital, LLC60,569$2.62M0.02%+14,363+31.1%Added
Systematic Financial Management LP60,645$2.62M0.07%−105−0.2%Reduced
Los Angeles Capital Management LLC60,751$2.62M0.01%+60,751New
Johnson Investment Counsel Inc63,898$2.76M0.02%−1,444−2.2%Reduced
American Century Companies Inc65,823$2.84M0.00%+641+1.0%Added
Investor's Fiduciary Advisor Network, LLC66,365$2.87M1.06%+2,073+3.2%Added
Daiwa Securities Group Inc.69,175$2.99M0.01%+377+0.5%Added
Brevan Howard Capital Management LP69,349$2.99M0.03%+21,602+45.2%Added
Jane Street Group, LLC69,394$3.00M0.00%−41,262−37.3%Reduced
Yousif Capital Management, LLC69,437$3.00M0.03%−1,132−1.6%Reduced
Capital World Investors69,491$3.00M0.00%+46,080+196.8%Added
Police & Firemen's Retirement System of New Jersey71,334$3.08M0.03%+2,840+4.1%Added
State of Tennessee, Treasury Department71,682$3.10M0.01%00.0%Unchanged
Susquehanna Fundamental Investments, LLC72,459$3.13M0.08%−44,343−38.0%Reduced
Resona Asset Management Co.,Ltd.75,536$3.24M0.02%−6,250−7.6%Reduced
SEI Investments Co75,337$3.25M0.00%−8,342−10.0%Reduced
BNP Paribas Arbitrage, SA75,738$3.27M0.00%+20,680+37.6%Added
Van Eck Associates Corp75,763$3.27M0.00%+3,427+4.7%Added
Janney Montgomery Scott LLC78,091$3.37M0.01%+3,590+4.8%Added
Meritage Portfolio Management79,057$3.41M0.22%−1,942−2.4%Reduced
Ameritas Investment Partners, Inc.81,717$3.53M0.11%−410−0.5%Reduced
Advisor Group Holdings, Inc.85,235$3.68M0.01%+7,001+8.9%Added
Amalgamated Bank86,172$3.72M0.03%+203+0.2%Added
Standard Life Aberdeen plc87,958$3.80M0.01%+26,127+42.3%Added
Thrivent Financial for Lutherans88,129$3.81M0.01%−27,287−23.6%Reduced
Amundi91,505$4.00M0.00%−16,887−15.6%Reduced
Mutual of America Capital Management LLC93,468$4.04M0.04%−3,061−3.2%Reduced
Macquarie Group Ltd95,864$4.14M0.01%+220.0%Added
Dark Forest Capital Management LP97,058$4.19M0.17%+79,241+444.7%Added
Algert Global LLC100,722$4.35M0.09%+4,860+5.1%Added
Deutsche Bank AG103,736$4.48M0.00%+4,770+4.8%Added
Exchange Traded Concepts, LLC103,831$4.48M0.06%+13,376+14.8%Added
Zurcher Kantonalbank (Zurich Cantonalbank)104,057$4.49M0.01%+1,551+1.5%Added
MetLife Investment Management106,522$4.60M0.03%−2,964−2.7%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys108,968$4.71M0.02%+3,457+3.3%Added
Susquehanna Portfolio Strategies, LLC110,907$4.79M0.10%+110,907New
Gotham Asset Management, LLC111,637$4.82M0.03%+98,014+719.5%Added
Captrust Financial Advisors115,265$4.98M0.01%+3,897+3.5%Added
Sophron Capital Management L.P.119,377$5.15M1.58%−81,644−40.6%Reduced
Fisher Asset Management, LLC120,269$5.19M0.00%−5,883−4.7%Reduced
Nisa Investment Advisors, LLC120,870$5.22M0.02%−12,095−9.1%Reduced
Masterton Capital Management, LP80,600$5.44M4.30%−159,279−66.4%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.134,456$5.81M0.00%+3,633+2.8%Added
Ieq Capital, LLC139,260$6.01M0.04%+119,883+618.7%Added
Employees Retirement System of Texas141,484$6.11M0.05%+12,215+9.4%Added
First Trust Advisors LP145,495$6.28M0.01%+26,898+22.7%Added
Barclays PLC145,987$6.30M0.00%+10,468+7.7%Added
Mirae Asset Global ETFs Holdings Ltd.147,968$6.39M0.01%−580−0.4%Reduced
Stifel Financial Corp151,541$6.54M0.01%−6,586−4.2%Reduced
Manufacturers Life Insurance Company, The153,168$6.61M0.01%−10,209−6.2%Reduced
HRT Financial LP155,384$6.71M0.03%+124,279+399.5%Added
Bernzott Capital Advisors156,355$6.75M3.45%+16,214+11.6%Added
Chilton Capital Management LLC163,969$7.08M0.26%+2,588+1.6%Added
ExodusPoint Capital Management, LP168,431$7.27M0.09%+168,431New
State Board of Administration of Florida Retirement System173,037$7.47M0.01%+1,350+0.8%Added
Russell Investments Group, Ltd.173,444$7.49M0.01%+13,248+8.3%Added
D. E. Shaw & Co., Inc.174,308$7.53M0.01%−22,772−11.6%Reduced
California State Teachers Retirement System176,042$7.60M0.01%00.0%Unchanged
Commonwealth Equity Services, LLC184,032$7.95M0.01%−3,944−2.1%Reduced
New York State Common Retirement Fund184,577$7.97M0.01%+526+0.3%Added