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 |
|---|---|---|---|---|---|
| First United Bank Trust | 900 | $38.9K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 824 | $35.6K | 0.00% | +824 | New |
| Bryn Mawr Trust Co | 761 | $32.9K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 749 | $32.3K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 737 | $31.8K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 724 | $31.3K | 0.01% | +591+444.4% | Added |
| Chung Wu Investment Group, LLC | 700 | $30.2K | 0.03% | +700 | New |
| Smartleaf Asset Management LLC | 635 | $27.2K | 0.00% | −474−42.7% | Reduced |
| Atlantic Union Bankshares Corp | 625 | $27.0K | 0.00% | +625 | New |
| WealthCollab, LLC | 601 | $26.0K | 0.01% | −50−7.7% | Reduced |
| Massmutual Trust Co FSB | 597 | $25.8K | 0.00% | +25+4.4% | Added |
| Bayforest Capital Ltd | 562 | $24.3K | 0.01% | −4,597−89.1% | Reduced |
| Caldwell Trust Co | 552 | $23.8K | 0.00% | −121−18.0% | Reduced |
| Salomon & Ludwin, LLC | 535 | $23.4K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 505 | $21.8K | 0.02% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 500 | $21.8K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $21.6K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 471 | $20.3K | 0.00% | +20+4.4% | Added |
| Johnson Financial Group, Inc. | 450 | $19.4K | 0.00% | −580−56.3% | Reduced |
| TCTC Holdings, LLC | 444 | $19.2K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 401 | $17.3K | 0.01% | +5+1.3% | Added |
| Rialto Wealth Management, LLC | 389 | $16.8K | 0.00% | +60+18.2% | Added |
| Geneos Wealth Management Inc. | 389 | $16.8K | 0.00% | −1,100−73.9% | Reduced |
| Ronald Blue Trust, Inc. | 371 | $16.0K | 0.00% | +371 | New |
| Rothschild Investment LLC | 366 | $15.8K | 0.00% | −5−1.3% | Reduced |
| AdvisorNet Financial, Inc | 365 | $15.8K | 0.00% | +1+0.3% | Added |
| Westside Investment Management, Inc. | 359 | $15.6K | 0.00% | +359 | New |
| Atlantic Trust, LLC | 346 | $14.9K | 0.00% | +176+103.5% | Added |
| Rise Advisors, LLC | 344 | $14.8K | 0.01% | +43+14.3% | Added |
| 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 |
| Sunbelt Securities, Inc. | 305 | $12.5K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 279 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 259 | $11.2K | 0.00% | −80−23.6% | Reduced |
| Whittier Trust Co | 258 | $11.1K | 0.00% | +258 | New |
| Larson Financial Group LLC | 257 | $11.1K | 0.00% | −62−19.4% | Reduced |
| Parkside Financial Bank & Trust | 250 | $10.8K | 0.00% | −30−10.7% | Reduced |
| Stephens Consulting, LLC | 240 | $10.4K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 240 | $10.4K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 230 | $10.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 224 | $9.67K | 0.00% | +130+138.3% | Added |
| Richardson Financial Services Inc. | 215 | $9.37K | 0.01% | 00.0% | Unchanged |
| Maseco LLP | 210 | $9.05K | 0.00% | +210 | New |
| Pinnacle Bancorp, Inc. | 179 | $7.73K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 174 | $7.51K | 0.00% | +52+42.6% | Added |
| Ameriflex Group, Inc. | 171 | $7.37K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 165 | $7.13K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 178 | $7.00K | 0.00% | +37+26.2% | Added |
| Dogwood Wealth Management LLC | 157 | $6.78K | 0.00% | +157 | New |
| Farmers & Merchants Investments Inc | 153 | $6.61K | 0.00% | +15+10.9% | Added |
| Washington Trust Advisors, Inc. | 136 | $5.87K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 117 | $5.05K | 0.00% | +117 | New |
| Global Retirement Partners, LLC | 111 | $4.79K | 0.00% | +111 | New |
| Cape Investment Advisory, Inc. | 100 | $4.32K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 87 | $3.76K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 86 | $3.72K | 0.00% | −29−25.2% | Reduced |
| Concord Wealth Partners | 84 | $3.63K | 0.00% | +16+23.5% | Added |
| Strategic Wealth Partners, Ltd. | 74 | $3.19K | 0.00% | +74 | New |
| Addison Advisors LLC | 68 | $2.94K | 0.00% | +68 | New |
| Brown Brothers Harriman & Co | 66 | $2.85K | 0.00% | −1,286−95.1% | Reduced |
| Prestige Wealth Management Group LLC | 64 | $2.76K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 54 | $2.33K | 0.00% | +54 | New |
| Harbor Investment Advisory, LLC | 44 | $1.90K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 39 | $1.69K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 38 | $1.57K | 0.00% | +14+58.3% | Added |
| SWAN Capital LLC | 36 | $1.56K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 30 | $1.29K | 0.00% | +7+30.4% | Added |
| Sachetta, LLC | 27 | $1.17K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 25 | $1.08K | 0.00% | +25 | New |
| South State Corp. | 23 | $994 | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 20 | $864 | 0.00% | +20 | New |
| Motco | 18 | $743 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 17 | $708 | 0.00% | +17 | New |
| TD Waterhouse Canada Inc. | 15 | $653 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 15 | $648 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 14 | $605 | 0.00% | −9−39.1% | Reduced |
| Golden State Wealth Management, LLC | 13 | $561 | 0.00% | +13 | New |
| Mountain Hill Investment Partners Corp. | 13 | $555 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 12 | $518 | 0.00% | +12 | New |
| American Capital Advisory, LLC | 6 | $260 | 0.00% | +6 | New |
| MV Capital Management, Inc. | 2 | $87 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 12 | $0 | 0.00% | −7−36.8% | Reduced |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −461,979−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −389,456−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −338,000−100.0% | Sold out |
| Goodman Financial Corp | 0 | $0 | 0.00% | −308,870−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −207,153−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −64,997−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −55,222−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −38,748−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −34,419−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −26,759−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −24,064−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −16,857−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −15,197−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −14,420−100.0% | Sold out |
| Groupe la Francaise | 0 | $0 | 0.00% | −13,710−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −12,930−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −11,687−100.0% | Sold out |