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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, Q4 2025

Institutional positions in NNN REIT, Inc. as of Dec 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
523
+23 vs. Q3 2025
Shares held
175.2M
+5.20M (+3.1%) vs. Q3 2025
Total value
$6.94B
−$276.4M (−3.8%) vs. Q3 2025
New holders
76
184 more added
Sold out
53
185 more reduced

7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 523 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 heldQ4 2025: $6.94B
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, Q4 2025

Shares, value and share of portfolio for each institution holding NNN REIT, Inc.; share changes are against Q3 2025.

Institutions holding NNN in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Davenport & Co LLC6,954$275.6K0.00%−718−9.4%Reduced
Perigon Wealth Management, LLC7,075$280.4K0.01%+474+7.2%Added
Gables Capital Management Inc.7,100$281.4K0.12%00.0%Unchanged
Cresset Asset Management, LLC7,143$283.1K0.00%−1,916−21.2%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management7,144$283.1K0.01%+1,874+35.6%Added
Waddell & Associates, LLC7,172$284.2K0.02%+7,172New
Bartlett & Co. Wealth Management LLC7,200$285.5K0.00%−1,550−17.7%Reduced
We Are One Seven, LLC7,238$286.8K0.01%−931−11.4%Reduced
waypoint wealth counsel7,266$288.0K0.11%−158−2.1%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.7,286$289.0K0.00%+492+7.2%Added
Simplex Trading, LLC7,366$291.9K0.01%+7,366New
Sepio Capital, LP7,486$296.7K0.02%+7,486New
Romano Brothers and Company7,495$297.0K0.03%00.0%Unchanged
Allworth Financial LP7,573$300.1K0.00%+907+13.6%Added
Castle Rock Wealth Management, LLC7,212$300.6K0.06%+181+2.6%Added
Abel Hall, LLC7,590$300.8K0.07%−89−1.2%Reduced
Sigma Planning Corp7,737$306.6K0.01%+540+7.5%Added
Allstate Corp7,756$307.4K0.00%+1,569+25.4%Added
Brevan Howard Capital Management LP8,003$317.2K0.01%−26,060−76.5%Reduced
Caerus Investment Advisors, LLC8,007$317.3K0.11%+1,591+24.8%Added
Guggenheim Capital LLC8,469$335.6K0.00%+1,213+16.7%Added
NewEdge Wealth, LLC8,560$339.2K0.00%+684+8.7%Added
Integrated Wealth Concepts LLC8,569$339.6K0.00%−147−1.7%Reduced
Rothschild Investment LLC8,636$342.2K0.02%+4,365+102.2%Added
Norinchukin Bank, The8,691$344.4K0.00%−228−2.6%Reduced
Maryland State Retirement & Pension System8,718$345.5K0.01%00.0%Unchanged
Virginia Retirement Systems Et Al8,850$350.7K0.00%+3,550+67.0%Added
Krilogy Financial LLC8,351$352.3K0.01%−5,872−41.3%Reduced
Sargent Investment Group, LLC8,980$355.9K0.04%+8,980New
Hantz Financial Services, Inc.8,986$356.0K0.01%−547−5.7%Reduced
Sivia Capital Partners, LLC8,990$356.3K0.07%−1,678−15.7%Reduced
Camden Capital, LLC8,990$356.3K0.02%+5+0.1%Added
RMB Capital Management, LLC9,086$360.1K0.01%+9,086New
MAI Capital Management9,163$363.1K0.00%+813+9.7%Added
XTX Topco Ltd9,176$363.6K0.01%+9,176New
Pensionmark Financial Group, LLC9,269$367.3K0.01%+602+6.9%Added
Signaturefd, LLC9,348$370.5K0.01%−138−1.5%Reduced
Landscape Capital Management, L.L.C.9,405$372.7K0.02%−9,815−51.1%Reduced
Aster Capital Management (DIFC) Ltd9,798$388.3K0.17%+6,494+196.5%Added
Brookwood Investment Group LLC9,826$389.4K0.05%+487+5.2%Added
Hilltop Holdings Inc.10,023$397.2K0.02%+1,154+13.0%Added
Virtue Capital Management, LLC10,135$400.6K0.06%−300,185−96.7%Reduced
O'Shaughnessy Asset Management, LLC10,511$416.6K0.00%−8,463−44.6%Reduced
Toroso Investments, LLC10,945$433.8K0.00%+10.0%Added
NorthCrest Asset Manangement, LLC10,924$436.3K0.01%+1,851+20.4%Added
PharVision Advisers, LLC11,199$443.8K0.22%+11,199New
Swiss Life Asset Management Ltd11,318$448.5K0.00%+2,537+28.9%Added
Beacon Pointe Advisors, LLC11,349$449.8K0.00%−2,342−17.1%Reduced
Peak Financial Advisors LLC11,433$453.1K0.20%+109+1.0%Added
Tower Research Capital LLC (TRC)11,456$454.0K0.01%−4,508−28.2%Reduced
Baker Avenue Asset Management, LP11,473$454.7K0.01%−1,747−13.2%Reduced
Purpose Unlimited Inc.11,707$463.9K0.02%+11,707New
Bridgefront Capital, LLC11,784$467.0K0.12%−9,464−44.5%Reduced
Pallas Capital Advisors LLC11,811$468.1K0.02%−4,807−28.9%Reduced
Atria Investments LLC11,927$472.7K0.01%+268+2.3%Added
DoubleLine ETF Adviser LP12,200$483.5K0.15%+481+4.1%Added
Glenview Trust Co12,261$485.9K0.01%00.0%Unchanged
Evolve Private Wealth, LLC12,282$486.7K0.03%+12,282New
Intrua Financial, LLC12,320$488.2K0.05%+641+5.5%Added
Prudential Financial Inc12,464$496.4K0.00%−7,727−38.3%Reduced
PSI Advisors, LLC12,652$501.4K0.13%+182+1.5%Added
CSS LLC12,733$504.6K0.03%−40−0.3%Reduced
GWM Advisors LLC12,914$511.8K0.00%+993+8.3%Added
Nicholas Hoffman & Company, LLC.13,065$517.8K0.01%−196−1.5%Reduced
AlphaGrep UK Ltd13,080$518.4K0.17%+13,080New
Kera Capital Partners, Inc.12,557$523.3K0.06%−272−2.1%Reduced
Renaissance Technologies LLC13,500$535.0K0.00%−137,100−91.0%Reduced
Farther Finance Advisors, LLC13,791$546.5K0.01%+5,591+68.2%Added
Securian Asset Management, Inc13,799$546.9K0.02%−339−2.4%Reduced
Cambria Investment Management, L.P.13,867$549.5K0.03%+40.0%Added
Groupe la Francaise13,872$549.7K0.01%+497+3.7%Added
Crossmark Global Holdings, Inc.13,872$549.7K0.01%+1,000+7.8%Added
Samalin Investment Counsel, LLC13,993$554.6K0.20%+758+5.7%Added
CAPROCK Group, Inc.14,705$582.8K0.01%−2,836−16.2%Reduced
Capital Square, LLC14,845$588.3K0.30%−3,350−18.4%Reduced
Cornercap Investment Counsel Inc15,214$602.9K0.30%−208−1.3%Reduced
Public Employees Retirement Association of Colorado15,312$607.0K0.00%00.0%Unchanged
Virtu Financial LLC15,714$623.0K0.02%+10,101+180.0%Added
Ethic Inc.15,881$629.4K0.01%+483+3.1%Added
Susquehanna International Group, LLP16,149$640.0K0.00%+6,034+59.7%Added
Linden Thomas Advisory Services, LLC16,349$647.9K0.07%−564−3.3%Reduced
Ensign Peak Advisors, Inc16,674$660.8K0.00%−11,595−41.0%Reduced
Evergreen Capital Management LLC16,997$673.6K0.02%−6,012−26.1%Reduced
Syon Capital LLC17,048$675.6K0.03%−1,550−8.3%Reduced
Neuberger Berman Group LLC17,117$678.4K0.00%−153−0.9%Reduced
Private Advisor Group, LLC17,184$681.0K0.00%+365+2.2%Added
VARCOV Co.17,277$684.7K0.27%+17,277New
Xponance, Inc.17,488$693.0K0.01%−3,424−16.4%Reduced
Spirit of America Management Corp17,750$703.4K0.15%00.0%Unchanged
Rockefeller Capital Management L.P.18,126$718.4K0.00%+3,134+20.9%Added
Sterling Capital Management LLC18,521$734.0K0.01%−500−2.6%Reduced
Wesbanco Bank Inc18,563$735.7K0.02%+540+3.0%Added
Chicago Partners Investment Group LLC17,732$749.4K0.02%−4,544−20.4%Reduced
Knights of Columbus Asset Advisors LLC19,238$762.4K0.04%−1,414−6.8%Reduced
Pathway Financial Advisers, LLC19,360$767.2K0.22%−175−0.9%Reduced
EP Wealth Advisors, LLC19,386$768.3K0.00%+19,386New
Sanctuary Advisors, LLC19,581$776.0K0.00%−604−3.0%Reduced
Allie Family Office LLC19,584$776.1K0.36%+3,130+19.0%Added
Harbour Trust & Investment Management Co19,875$787.6K0.08%−600−2.9%Reduced
Picton Mahoney Asset Management19,947$790.5K0.01%−20,599−50.8%Reduced