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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, Q1 2026

Institutional positions in NNN REIT, Inc. as of Mar 31, 2026. 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
545
+31 vs. Q4 2025
Shares held
178.4M
+32.4M (+22.2%) vs. Q4 2025
Total value
$7.51B
+$1.72B (+29.7%) vs. Q4 2025
New holders
79
239 more added
Sold out
48
138 more reduced

9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 545 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 heldQ1 2026: $7.51B
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, Q1 2026

Shares, value and share of portfolio for each institution holding NNN REIT, Inc.; share changes are against Q4 2025.

Institutions holding NNN in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.25,928,608$1.09B0.02%+536,620+2.1%Added
FMR LLC19,236,585$808.5M0.04%−973,250−4.8%Reduced
Vanguard Portfolio Management LLC16,608,781$698.1M0.04%+16,608,781New
State Street Corp11,331,794$476.3M0.02%−117,827−1.0%Reduced
Vanguard Capital Management LLC8,473,909$356.2M0.01%+8,473,909New
Victory Capital Management Inc8,318,682$349.6M0.22%−1,175,508−12.4%Reduced
Geode Capital Management, LLC4,350,059$182.9M0.01%+182,219+4.4%Added
AQR Capital Management LLC3,857,367$161.5M0.07%+164,584+4.5%Added
Massachusetts Financial Services Co2,974,695$133.6M0.05%−360,162−10.8%Reduced
Northwood Liquid Management LP3,099,284$130.3M8.74%−733,802−19.1%Reduced
Federated Hermes, Inc.3,031,655$127.4M0.21%−4,868−0.2%Reduced
Charles Schwab Investment Management Inc2,977,152$125.1M0.02%+129,561+4.5%Added
Morgan Stanley2,925,161$122.9M0.01%+425,917+17.0%Added
Dimensional Fund Advisors LP2,816,528$118.4M0.02%+72,094+2.6%Added
JPMorgan Chase & Co2,257,657$94.6M0.01%−1,104,551−32.9%Reduced
Goldman Sachs Group Inc2,010,167$84.5M0.01%+918,934+84.2%Added
Northern Trust Corp1,921,019$80.7M0.01%+63,848+3.4%Added
Bank of New York Mellon Corp1,899,852$79.9M0.01%+6,831+0.4%Added
Two Sigma Investments, LP1,848,688$77.7M0.06%+1,397,357+309.6%Added
Mondrian Investment Partners LTD1,766,273$74.2M1.29%−29,910−1.7%Reduced
Quantinno Capital Management LP1,757,616$73.9M0.12%+571,271+48.2%Added
Equity Investment Corp1,662,396$69.9M1.37%+111,399+7.2%Added
Prudential Financial Inc1,360,987$57.2M0.07%+1,348,523+10,819.3%Added
UBS Asset Management Americas Inc1,198,407$50.4M0.01%+6,850+0.6%Added
Vanguard Fiduciary Trust Co1,178,790$49.5M0.01%+1,178,790New
Hudson Bay Capital Management LP1,110,398$46.7M0.28%−305,563−21.6%Reduced
Bank of America Corp1,083,524$45.5M0.00%+199,904+22.6%Added
Legal & General Group Plc1,041,870$43.8M0.01%−80,646−7.2%Reduced
UBS Group AG1,031,942$43.4M0.01%+439,481+74.2%Added
Epoch Investment Partners, Inc.1,020,233$42.9M0.26%+1,020,233New
Artisan Partners Limited Partnership917,075$38.5M0.06%−66,893−6.8%Reduced
Allianz Asset Management GmbH858,917$36.1M0.04%+40,299+4.9%Added
Sumitomo Mitsui Trust Holdings, Inc.832,477$35.0M0.02%+151,506+22.2%Added
Clearbridge Investments, LLC829,042$34.8M0.03%+12,273+1.5%Added
Lasalle Investment Management Securities LLC741,012$31.1M1.23%+137,836+22.9%Added
Invesco Ltd.737,202$31.0M0.00%−1,956−0.3%Reduced
Raymond James Financial Inc715,664$30.1M0.01%+108,852+17.9%Added
Gotham Asset Management, LLC684,207$28.8M0.09%+239,518+53.9%Added
Citadel Advisors LLC623,336$26.2M0.02%+160,697+34.7%Added
ProShare Advisors LLC606,645$25.5M0.04%−176,460−22.5%Reduced
Arbejdsmarkedets Tillaegspension598,125$25.1M0.63%+6,143+1.0%Added
Ameriprise Financial Inc587,644$24.7M0.01%+85,563+17.0%Added
Deprince Race & Zollo Inc575,208$24.2M0.46%−447,372−43.7%Reduced
Jefferies Financial Group Inc.541,675$22.8M0.28%−303,699−35.9%Reduced
Standard Life Aberdeen plc541,046$22.7M0.04%−1,325−0.2%Reduced
Agf Management Ltd536,596$22.6M0.10%−9,452−1.7%Reduced
Rhumbline Advisers525,464$22.1M0.02%+2,972+0.6%Added
HSBC Holdings PLC517,504$21.8M0.01%−55,410−9.7%Reduced
APG Asset Management US Inc.500,350$21.2M0.16%+500,350New
Sound Income Strategies, LLC476,389$20.2M0.98%+7,344+1.6%Added
Verity & Verity, LLC471,571$19.8M1.48%+10,516+2.3%Added
Principal Financial Group Inc467,969$19.7M0.01%+15,292+3.4%Added
Stifel Financial Corp458,179$19.3M0.02%+63,167+16.0%Added
Creative Planning452,534$19.0M0.01%+244,740+117.8%Added
California Public Employees Retirement System450,796$18.9M0.01%−57,159−11.3%Reduced
Snyder Capital Management L P444,220$18.7M0.36%−6,086−1.4%Reduced
D. E. Shaw & Co., Inc.441,929$18.6M0.01%+333,037+305.8%Added
Great West Life Assurance Co433,809$18.3M0.03%−302−0.1%Reduced
Ieq Capital, LLC389,438$16.4M0.08%−56,544−12.7%Reduced
Royal Bank of Canada384,950$16.2M0.00%−277,800−41.9%Reduced
Swiss National Bank375,700$15.8M0.01%+3,500+0.9%Added
Tectonic Advisors LLC358,398$15.1M0.80%+21,354+6.3%Added
Citigroup Inc354,051$14.9M0.01%+60,027+20.4%Added
Gerald Baker Financial Group LLC345,345$14.5M4.60%+345,345New
Nuveen, LLC326,455$13.7M0.00%−216,712−39.9%Reduced
Jain Global LLC320,868$13.5M0.17%+320,868New
CI Private Wealth, LLC320,389$13.4M0.02%+264,718+475.5%Added
Franklin Resources Inc309,907$13.0M0.00%+51,519+19.9%Added
Asset Management One Co.,Ltd.308,734$13.0M0.04%−35,713−10.4%Reduced
Nomura Asset Management Co Ltd295,320$12.4M0.03%+10,510+3.7%Added
Millennium Management LLC290,961$12.2M0.01%−119,100−29.0%Reduced
Alliancebernstein L.P.301,318$11.9M0.00%+6,105+2.1%Added
Public Employees Retirement System of Ohio279,128$11.7M0.04%−42,835−13.3%Reduced
Danske Bank A/S278,028$11.7M0.03%+276,928+25,175.3%Added
SG Americas Securities, LLC268,872$11.3M0.01%+238,938+798.2%Added
Algert Global LLC265,144$11.1M0.17%+29,880+12.7%Added
M&G Plc264,079$11.1M0.06%+6,042+2.3%Added
Envestnet Asset Management Inc256,283$10.8M0.00%+35,413+16.0%Added
Cohen & Steers, Inc.245,403$10.3M0.02%+245,403New
Susquehanna Portfolio Strategies, LLC238,889$10.0M0.15%+111,253+87.2%Added
Treasurer of the State of North Carolina235,321$9.89M0.03%+17,545+8.1%Added
Voloridge Investment Management, LLC235,116$9.88M0.04%−191,131−44.8%Reduced
Retirement Systems of Alabama232,856$9.79M0.03%+4,921+2.2%Added
LPL Financial LLC231,055$9.71M0.00%+11,816+5.4%Added
BNP Paribas Arbitrage, SA226,401$9.52M0.01%+41,971+22.8%Added
California State Teachers Retirement System225,781$9.49M0.01%+47,271+26.5%Added
Russell Investments Group, Ltd.220,726$9.28M0.01%−58,132−20.8%Reduced
Wells Fargo & Company212,709$8.94M0.00%+4,322+2.1%Added
Janus Henderson Group PLC200,016$8.41M0.00%−14,325−6.7%Reduced
Captrust Financial Advisors197,799$8.31M0.01%+67,862+52.2%Added
State of Alaska, Department of Revenue196,768$8.27M0.09%+3,170+1.6%Added
CWM, LLC194,402$8.17M0.02%−13,710−6.6%Reduced
New York State Teachers Retirement System186,168$7.83M0.02%−5,954−3.1%Reduced
Fisher Asset Management, LLC181,500$7.63M0.00%+82,283+82.9%Added
Healthcare of Ontario Pension Plan Trust Fund178,678$7.51M0.01%+89,000+99.2%Added
Vanguard Investments Australia, Ltd.171,804$7.22M0.02%+171,804New
Barclays PLC171,127$7.19M0.00%−139,253−44.9%Reduced
State Board of Administration of Florida Retirement System171,118$7.19M0.01%00.0%Unchanged
Vanguard Asset Management, Ltd169,048$7.11M0.01%+169,048New
Price T Rowe Associates Inc167,308$7.03M0.00%+18,895+12.7%Added