Skip to main content

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
HighTower Advisors, LLC20,742$822.0K0.00%−1,557−7.0%Reduced
J.W. Cole Advisors, Inc.20,758$822.6K0.02%−1,936−8.5%Reduced
Versor Investments LP20,992$831.9K0.13%+1,393+7.1%Added
Campbell & CO Investment Adviser LLC21,204$840.3K0.04%+15,082+246.4%Added
Morey & Quinn Wealth Partners, LLC22,220$880.6K0.63%00.0%Unchanged
Brinker Capital Investments, LLC22,305$884.0K0.01%+5,257+30.8%Added
Foundations Investment Advisors, LLC22,395$887.5K0.01%+16,146+258.4%Added
Pacer Advisors, Inc.22,712$900.1K0.00%−12,520−35.5%Reduced
Pensionfund Sabic22,800$904.0K0.25%00.0%Unchanged
Collar Capital Management, LLC22,957$909.8K0.61%+670+3.0%Added
Merit Financial Group, LLC23,435$928.8K0.01%+3,634+18.4%Added
Certified Advisory Corp23,697$939.1K0.09%+51+0.2%Added
Inscription Capital, LLC23,755$941.4K0.10%−6,436−21.3%Reduced
Polymer Capital Management (US) LLC24,198$959.0K0.12%+1,444+6.3%Added
Kestra Advisory Services, LLC24,400$967.0K0.00%+3,912+19.1%Added
Jeppson Wealth Management, LLC25,076$993.8K0.31%+74+0.3%Added
Lazard Asset Management LLC25,525$1.01M0.00%+23+0.1%Added
NEOS Investment Management LLC25,924$1.03M0.01%+7,810+43.1%Added
MQS Management LLC26,232$1.04M0.61%+26,232New
Steward Partners Investment Advisory, LLC27,182$1.08M0.01%+488+1.8%Added
State of Wisconsin Investment Board27,223$1.08M0.00%−9,911−26.7%Reduced
M&T Bank Corp27,493$1.09M0.00%+18,805+216.4%Added
Inspire Advisors, LLC28,480$1.13M0.10%+1,034+3.8%Added
Pictet Asset Management Holding SA28,761$1.14M0.00%+2,440+9.3%Added
Nissay Asset Management Corp28,771$1.14M0.01%+1,093+3.9%Added
Burford Brothers, Inc.28,907$1.15M0.47%+28,907New
Bank of Montreal29,001$1.15M0.00%−10,195−26.0%Reduced
Summit Trail Advisors, LLC29,115$1.15M0.02%−27,945−49.0%Reduced
SG Americas Securities, LLC29,934$1.19M0.00%−42,476−58.7%Reduced
Federation des caisses Desjardins du Quebec30,124$1.19M0.00%+5,661+23.1%Added
Horizon Investments, LLC30,321$1.20M0.02%−46,701−60.6%Reduced
Schnieders Capital Management, LLC.30,341$1.20M0.19%−100−0.3%Reduced
IFM Investors Pty Ltd30,472$1.21M0.01%+21+0.1%Added
Utah Retirement Systems30,925$1.23M0.01%00.0%Unchanged
COFG Advisors, LLC31,582$1.25M0.31%+31,582New
Teacher Retirement System of Texas32,109$1.27M0.00%−18,129−36.1%Reduced
Tudor Investment Corp Et Al32,794$1.30M0.01%+32,794New
Pathstone Holdings, LLC32,946$1.31M0.01%−970−2.9%Reduced
Mfg Wealth Management, Inc.33,204$1.32M1.03%+273+0.8%Added
Cambridge Investment Research Advisors, Inc.33,909$1.34M0.00%−247−0.7%Reduced
Assetmark, Inc33,957$1.35M0.00%+1,889+5.9%Added
Capital Management Associates, Inc34,707$1.38M0.30%−3,030−8.0%Reduced
Penserra Capital Management LLC34,891$1.38M0.02%+2,639+8.2%Added
JustInvest LLC36,536$1.45M0.01%−11,681−24.2%Reduced
New Mexico Educational Retirement Board37,100$1.47M0.04%00.0%Unchanged
Oregon Public Employees Retirement Fund37,701$1.49M0.02%−300−0.8%Reduced
Quadrant Capital Group LLC37,770$1.50M0.05%+27,855+280.9%Added
Sequoia Financial Advisors, LLC38,553$1.53M0.01%+11,099+40.4%Added
UniSuper Management Pty Ltd38,600$1.53M0.01%−14,800−27.7%Reduced
Weaver C. Barksdale & Associates, Inc.38,880$1.54M1.62%−4,788−11.0%Reduced
Riverwater Partners LLC40,403$1.60M0.62%+6,525+19.3%Added
Cetera Investment Advisers41,420$1.64M0.00%−1,043−2.5%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd41,496$1.64M0.01%00.0%Unchanged
Pasadena Private Wealth, LLC42,041$1.67M0.23%+42,041New
Northwestern Mutual Investment Management Company, LLC42,492$1.68M0.02%+414+1.0%Added
Bridgewater Associates, LP42,663$1.69M0.01%+2,944+7.4%Added
Pensionfund DSM Netherlands43,200$1.71M1.13%00.0%Unchanged
State of Michigan Retirement System44,884$1.78M0.01%−100−0.2%Reduced
Metis Global Partners, LLC44,923$1.78M0.04%+2,554+6.0%Added
Albion Financial Group45,966$1.82M0.11%−7,114−13.4%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH46,374$1.84M0.00%+2,043+4.6%Added
Adams Asset Advisors, LLC47,524$1.88M0.25%+4,412+10.2%Added
CIBC World Markets Corp47,799$1.89M0.01%+47,799New
KLP Kapitalforvaltning AS48,900$1.94M0.01%+1,100+2.3%Added
Red Spruce Capital, LLC49,501$1.96M0.78%+1,452+3.0%Added
Truist Financial Corp49,771$1.97M0.00%+1,977+4.1%Added
Southland Equity Partners LLC49,981$1.98M0.39%−1,592−3.1%Reduced
State of New Jersey Common Pension Fund D52,402$2.08M0.01%+1,914+3.8%Added
Magnetar Financial LLC52,580$2.08M0.02%+42,500+421.6%Added
Louisiana State Employees Retirement System52,600$2.08M0.04%00.0%Unchanged
Arizona State Retirement System52,874$2.10M0.01%−2,743−4.9%Reduced
Teachers Retirement System of the State of Kentucky54,005$2.14M0.02%00.0%Unchanged
Caxton Associates LLP54,067$2.14M0.04%00.0%Unchanged
CI Private Wealth, LLC55,671$2.21M0.00%+17,735+46.7%Added
Values First Advisors, Inc.56,728$2.25M1.17%+138+0.2%Added
DekaBank Deutsche Girozentrale51,182$2.28M0.00%00.0%Unchanged
TT Capital Management LLC58,357$2.31M1.84%+20,869+55.7%Added
Jane Street Group, LLC59,425$2.36M0.00%+34,688+140.2%Added
Wiley Bros.-Aintree Capital, LLC60,947$2.42M0.01%−3,427−5.3%Reduced
Exchange Traded Concepts, LLC63,462$2.51M0.02%−66,261−51.1%Reduced
Investor's Fiduciary Advisor Network, LLC64,723$2.56M0.55%−1,697−2.6%Reduced
Colony Group, LLC66,500$2.64M0.00%+37,090+126.1%Added
Johnson Investment Counsel Inc67,569$2.68M0.02%+3,120+4.8%Added
Handelsbanken Fonder AB67,800$2.69M0.01%+700+1.0%Added
Ontario Teachers Pension Plan Board68,051$2.70M0.06%+50,050+278.0%Added
Quest Partners LLC68,267$2.71M0.15%+59,560+684.0%Added
Y-Intercept (Hong Kong) Ltd69,108$2.74M0.06%+15,378+28.6%Added
Yousif Capital Management, LLC64,594$2.76M0.03%−1,113−1.7%Reduced
Advisor Group Holdings, Inc.71,116$2.82M0.00%−25,935−26.7%Reduced
Janney Montgomery Scott LLC71,823$2.85M0.01%−3,815−5.0%Reduced
State of Tennessee, Treasury Department68,738$2.86M0.01%−2,944−4.1%Reduced
Systematic Financial Management LP73,540$2.91M0.07%+12,765+21.0%Added
American Century Companies Inc74,203$2.94M0.00%+2,906+4.1%Added
Daiwa Securities Group Inc.75,228$2.98M0.01%+3,956+5.6%Added
Ameritas Investment Partners, Inc.76,081$3.02M0.09%−2,532−3.2%Reduced
Police & Firemen's Retirement System of New Jersey78,738$3.12M0.03%−4,837−5.8%Reduced
Mutual of America Capital Management LLC79,040$3.13M0.03%−8,145−9.3%Reduced
Resona Asset Management Co.,Ltd.80,043$3.17M0.02%−3,289−3.9%Reduced
Balyasny Asset Management LLC81,272$3.22M0.01%+81,272New
Point72 Asset Management, L.P.82,194$3.26M0.01%+82,194New