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 |
|---|---|---|---|---|---|
| Truvestments Capital LLC | 1,044 | $43.9K | 0.01% | −42−3.9% | Reduced |
| Capital Advisors, Ltd. LLC | 1,067 | $45.0K | 0.01% | +124+13.1% | Added |
| Central Trust Co | 1,100 | $46.2K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1,186 | $49.8K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,191 | $50.1K | 0.01% | −46−3.7% | Reduced |
| Root Financial Partners, LLC | 1,278 | $53.7K | 0.00% | +1,241+3,354.1% | Added |
| Whittier Trust Co | 1,459 | $62.0K | 0.00% | +1,201+465.5% | Added |
| SJS Investment Consulting Inc. | 1,477 | $62.1K | 0.01% | +140+10.5% | Added |
| Fulcrum Asset Management LLP | 1,514 | $63.4K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,520 | $63.7K | 0.00% | +353+30.2% | Added |
| Quaker Wealth Management, LLC | 1,515 | $63.7K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,597 | $67.0K | 0.00% | +104+7.0% | Added |
| Heritage Wealth Advisors | 1,600 | $67.2K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,613 | $67.8K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,623 | $68.2K | 0.04% | +331+25.6% | Added |
| NBC Securities, Inc. | 1,645 | $69.1K | 0.01% | −272−14.2% | Reduced |
| Bokf, NA | 1,800 | $75.7K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,800 | $75.7K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,818 | $76.4K | 0.01% | +1,818 | New |
| Ancora Advisors, LLC | 1,840 | $77.3K | 0.00% | +464+33.7% | Added |
| Global Assets Advisory, LLC | 1,924 | $80.9K | 0.02% | +1,924 | New |
| Larson Financial Group LLC | 2,056 | $86.4K | 0.00% | +1,335+185.2% | Added |
| Spire Wealth Management | 2,298 | $96.6K | 0.00% | +975+73.7% | Added |
| GAMMA Investing LLC | 2,344 | $98.5K | 0.00% | +694+42.1% | Added |
| Private Trust Co NA | 2,403 | $101.0K | 0.01% | −1,839−43.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,414 | $101.5K | 0.01% | +1,174+94.7% | Added |
| Fifth Third Bancorp | 2,583 | $108.6K | 0.00% | +413+19.0% | Added |
| Gold Investment Management Ltd. | 2,606 | $109.5K | 0.03% | 00.0% | Unchanged |
| FIL Ltd | 2,628 | $110.5K | 0.00% | −109−4.0% | Reduced |
| Umb Bank N A | 2,668 | $112.1K | 0.00% | +81+3.1% | Added |
| IFP Advisors, Inc | 2,834 | $119.1K | 0.00% | −306−9.7% | Reduced |
| GF Fund Management Co. Ltd. | 2,854 | $120.0K | 0.00% | −274−8.8% | Reduced |
| Atlantic Union Bankshares Corp | 3,300 | $138.7K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 3,302 | $138.8K | 0.00% | +3,302 | New |
| Huntington National Bank | 3,381 | $142.1K | 0.00% | −1,045−23.6% | Reduced |
| Montag A & Associates Inc | 3,613 | $151.9K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 3,960 | $166.4K | 0.00% | −1,608−28.9% | Reduced |
| Advisory Services Network, LLC | 4,374 | $183.9K | 0.00% | +4,374 | New |
| Duncker Streett & Co Inc | 4,500 | $189.1K | 0.04% | 00.0% | Unchanged |
| STRS Ohio | 4,517 | $189.8K | 0.00% | +38+0.8% | Added |
| Capital Performance Advisors LLP | 4,805 | $202.0K | 0.01% | +4,805 | New |
| Rare Wolf Capital LLC | 4,808 | $202.1K | 0.13% | +4,808 | New |
| Platform Technology Partners | 4,809 | $202.1K | 0.04% | +4,809 | New |
| Mission Wealth Management, LP | 4,880 | $205.1K | 0.00% | +4,880 | New |
| Machina Capital S.A.S. | 4,894 | $205.7K | 0.04% | −1,700−25.8% | Reduced |
| Albert D Mason Inc | 4,904 | $206.1K | 0.13% | +4,904 | New |
| Alps Advisors Inc | 4,916 | $206.6K | 0.00% | −495−9.1% | Reduced |
| Tuttle Tactical Management | 4,920 | $206.8K | 0.34% | +4,920 | New |
| Griffin Asset Management, Inc. | 5,008 | $210.5K | 0.02% | +5,008 | New |
| waypoint wealth counsel | 5,022 | $211.1K | 0.11% | −2,244−30.9% | Reduced |
| Essential Partners LLC | 5,030 | $211.4K | 0.07% | −240−4.6% | Reduced |
| Everence Capital Management Inc | 5,050 | $212.0K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,198 | $218.5K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 5,243 | $220.4K | 0.01% | +5,243 | New |
| Strengthening Families & Communities, LLC | 5,250 | $220.7K | 0.06% | +5,250 | New |
| Miracle Mile Advisors, LLC | 5,270 | $221.5K | 0.00% | +5,270 | New |
| Plan Group Financial, LLC | 5,288 | $222.2K | 0.05% | +35+0.7% | Added |
| Advisortrust Partners, LLC | 5,310 | $223.2K | 0.09% | +5,310 | New |
| Waddell & Associates, LLC | 5,406 | $227.2K | 0.01% | −1,766−24.6% | Reduced |
| North Dakota State Investment Board | 5,466 | $229.7K | 0.01% | −1,101−16.8% | Reduced |
| KBC Group NV | 5,515 | $232.0K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 5,537 | $232.7K | 0.00% | −1,538−21.7% | Reduced |
| Warren Averett Asset Management, LLC | 5,553 | $233.4K | 0.00% | +5,553 | New |
| US Bancorp | 5,569 | $234.1K | 0.00% | −282−4.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,620 | $236.2K | 0.00% | +682+13.8% | Added |
| RSM US Wealth Management LLC | 5,624 | $236.4K | 0.00% | −452−7.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 5,655 | $237.7K | 0.05% | +5,655 | New |
| SC&H Financial Advisors, Inc. | 5,744 | $241.4K | 0.04% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 5,820 | $244.6K | 0.00% | +5,820 | New |
| CIBC Asset Management Inc | 5,856 | $246.1K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 5,611 | $248.5K | 0.01% | +59+1.1% | Added |
| Fifth Third Wealth Advisors LLC | 5,999 | $252.1K | 0.01% | +251+4.4% | Added |
| Mather Group, LLC. | 6,056 | $254.5K | 0.00% | +6,056 | New |
| Pallas Capital Advisors LLC | 6,230 | $261.8K | 0.01% | −5,581−47.3% | Reduced |
| Verity Asset Management, Inc. | 6,260 | $263.1K | 0.11% | +995+18.9% | Added |
| Shelton Capital Management | 6,262 | $263.2K | 0.01% | −472−7.0% | Reduced |
| Capital Square, LLC | 6,087 | $267.1K | 0.12% | −8,758−59.0% | Reduced |
| RMB Capital Management, LLC | 6,436 | $270.5K | 0.00% | −2,650−29.2% | Reduced |
| Gables Capital Management Inc. | 6,450 | $271.1K | 0.11% | −650−9.2% | Reduced |
| D.A. Davidson & Co. | 6,525 | $274.2K | 0.00% | −400−5.8% | Reduced |
| EverSource Wealth Advisors, LLC | 6,544 | $275.0K | 0.01% | +658+11.2% | Added |
| Boothbay Fund Management, LLC | 6,579 | $276.5K | 0.01% | +1,453+28.3% | Added |
| Beto Financial Group, LLC | 6,220 | $276.9K | 0.16% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 6,605 | $277.6K | 0.01% | +6,605 | New |
| Stephens Inc | 6,805 | $286.0K | 0.00% | +6,805 | New |
| Crestwood Advisors Group LLC | 6,866 | $288.6K | 0.00% | +829+13.7% | Added |
| Caitong International Asset Management Co., Ltd | 6,931 | $291.3K | 0.05% | +5,980+628.8% | Added |
| Davenport & Co LLC | 6,954 | $292.3K | 0.00% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 6,981 | $293.4K | 0.08% | +6,981 | New |
| Castle Rock Wealth Management, LLC | 7,212 | $308.5K | 0.07% | 00.0% | Unchanged |
| Calamos Advisors LLC | 7,384 | $310.4K | 0.00% | +7,384 | New |
| Calamos Wealth Management LLC | 7,384 | $310.4K | 0.01% | +7,384 | New |
| Coldstream Capital Management Inc | 7,401 | $311.0K | 0.00% | +2,134+40.5% | Added |
| Sepio Capital, LP | 7,473 | $314.1K | 0.02% | −13−0.2% | Reduced |
| Rothschild Investment LLC | 7,477 | $314.3K | 0.02% | −1,159−13.4% | Reduced |
| Romano Brothers and Company | 7,495 | $315.0K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 7,200 | $321.6K | 0.00% | 00.0% | Unchanged |
| Optas, LLC | 7,665 | $322.2K | 0.05% | +1,312+20.7% | Added |
| Hilltop Holdings Inc. | 7,718 | $324.4K | 0.03% | −2,305−23.0% | Reduced |
| Krilogy Financial LLC | 7,261 | $324.8K | 0.01% | −1,090−13.1% | Reduced |