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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding NNN REIT, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hughes Financial Services, LLC | 2 | $84 | 0.00% | +1+100.0% | Added |
| MV Capital Management, Inc. | 2 | $85 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 2 | $85 | 0.00% | +2 | New |
| Toronto Dominion Bank | 6 | $233 | 0.00% | −39−86.7% | Reduced |
| American Capital Advisory, LLC | 6 | $253 | 0.00% | 00.0% | Unchanged |
| Trust Co | 9 | $378 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 12 | $504 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 13 | $546 | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 13 | $563 | 0.00% | 00.0% | Unchanged |
| Motco | 18 | $757 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 22 | $925 | 0.00% | +22 | New |
| South State Corp. | 23 | $967 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 23 | $967 | 0.00% | +23 | New |
| Cornerstone Financial Management LLC | 24 | $1.01K | 0.00% | +11+84.6% | Added |
| Ronald Blue Trust, Inc. | 25 | $1.05K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 25 | $1.05K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 26 | $1.09K | 0.00% | +26 | New |
| CoreCap Advisors, LLC | 26 | $1.12K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 28 | $1.18K | 0.00% | +28 | New |
| Caitlin John, LLC | 30 | $1.28K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 32 | $1.34K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 35 | $1.47K | 0.00% | −38−52.1% | Reduced |
| SWAN Capital LLC | 36 | $1.52K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 38 | $1.60K | 0.00% | −144−79.1% | Reduced |
| Hilton Head Capital Partners, LLC | 38 | $1.60K | 0.00% | +38 | New |
| Dunhill Financial, LLC | 39 | $1.67K | 0.00% | +28+254.5% | Added |
| Legacy Wealth Managment, LLC | 40 | $1.68K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 42 | $1.77K | 0.00% | −74−63.8% | Reduced |
| Financial Network Wealth Advisors LLC | 54 | $2.27K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 56 | $2.38K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 58 | $2.44K | 0.00% | −748−92.8% | Reduced |
| Innovative Asset Advisors Group, LLC | 63 | $2.65K | 0.00% | +63 | New |
| Prestige Wealth Management Group LLC | 64 | $2.69K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 66 | $2.77K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 80 | $3.00K | 0.00% | +13+19.4% | Added |
| Strategic Wealth Partners, Ltd. | 74 | $3.11K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 86 | $3.62K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 87 | $3.66K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 99 | $4.16K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 104 | $4.37K | 0.00% | +104 | New |
| Carolina Wealth Advisors, LLC | 120 | $5.04K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 121 | $5.09K | 0.00% | −21−14.8% | Reduced |
| Activest Wealth Management | 123 | $5.17K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 130 | $5.46K | 0.00% | +130 | New |
| FNY Investment Advisers, LLC | 147 | $6.00K | 0.00% | +112+320.0% | Added |
| ZRC Wealth Management, LLC | 151 | $6.35K | 0.00% | −324−68.2% | Reduced |
| HM Payson & Co | 165 | $6.93K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 168 | $7.06K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 179 | $7.52K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 206 | $8.66K | 0.00% | +46+28.7% | Added |
| Richardson Financial Services Inc. | 215 | $9.04K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 215 | $9.04K | 0.00% | −109−33.6% | Reduced |
| UMA Financial Services, Inc. | 216 | $9.08K | 0.00% | +191+764.0% | Added |
| Kingdom Financial Group LLC. | 218 | $9.16K | 0.00% | +3+1.4% | Added |
| Lloyd Advisory Services, LLC. | 218 | $9.16K | 0.00% | +218 | New |
| Bayforest Capital Ltd | 222 | $9.33K | 0.01% | +222 | New |
| Caldwell Sutter Capital, Inc. | 226 | $9.50K | 0.00% | +136+151.1% | Added |
| Birchbrook, Inc. | 240 | $10.1K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 243 | $10.2K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 250 | $10.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 259 | $10.9K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 279 | $11.7K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 286 | $12.0K | 0.00% | +86+43.0% | Added |
| City Holding Co | 300 | $12.6K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 305 | $12.8K | 0.01% | +278+1,029.6% | Added |
| Financial Consulate, Inc | 309 | $13.0K | 0.00% | +5+1.6% | Added |
| Tompkins Financial Corp | 340 | $14.3K | 0.00% | +340 | New |
| Ares Financial Consulting, LLC | 339 | $14.4K | 0.01% | +308+993.5% | Added |
| Virginia Estate & Retirement Planning Advisors Inc. | 342 | $14.4K | 0.06% | +342 | New |
| Sunbelt Securities, Inc. | 364 | $15.3K | 0.00% | −4−1.1% | Reduced |
| AdvisorNet Financial, Inc | 364 | $15.3K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 381 | $16.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 397 | $16.7K | 0.00% | +97+32.3% | Added |
| Tidemark, LLC | 419 | $17.6K | 0.00% | +6+1.5% | Added |
| Wellington-Altus USA Inc. | 401 | $18.7K | 0.01% | +401 | New |
| Bogart Wealth, LLC | 449 | $18.9K | 0.00% | +2+0.4% | Added |
| Johnson Financial Group, Inc. | 450 | $18.9K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 462 | $19.4K | 0.02% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 481 | $20.2K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 505 | $21.2K | 0.02% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 500 | $21.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 507 | $21.3K | 0.00% | −67−11.7% | Reduced |
| Westside Investment Management, Inc. | 513 | $21.9K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 541 | $22.7K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 552 | $23.2K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 554 | $23.3K | 0.02% | +554 | New |
| Key Capital Management, INC | 577 | $24.3K | 0.02% | −800−58.1% | Reduced |
| International Assets Investment Management, LLC | 600 | $25.5K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 682 | $28.7K | 0.01% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 700 | $29.4K | 0.03% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 701 | $29.5K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 779 | $32.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 792 | $33.0K | 0.02% | −1,017−56.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 805 | $34.0K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 818 | $34.4K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 900 | $37.8K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 975 | $41.0K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 980 | $41.2K | 0.00% | −428−30.4% | Reduced |