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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
Edgestream Partners, L.P.166,744$7.01M0.23%−178,113−51.6%Reduced
Chilton Capital Management LLC159,540$6.71M0.23%−1,463−0.9%Reduced
SEI Investments Co159,462$6.70M0.01%+61,395+62.6%Added
Mariner, LLC159,072$6.69M0.01%+29,467+22.7%Added
Universal- Beteiligungs- und Servicegesellschaft mbH157,023$6.60M0.01%+110,649+238.6%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.155,255$6.53M0.00%+5,804+3.9%Added
Natixis Advisors, L.P.149,319$6.28M0.01%+22,412+17.7%Added
Cerity Partners LLC149,155$6.27M0.01%+13,085+9.6%Added
New York State Common Retirement Fund146,875$6.17M0.01%−29,356−16.7%Reduced
Manufacturers Life Insurance Company, The143,262$6.02M0.01%−183−0.1%Reduced
Commonwealth Equity Services, LLC139,342$5.86M0.01%−1,845−1.3%Reduced
Jones Financial Companies LLLP137,047$5.75M0.00%+132,862+3,174.7%Added
Bernzott Capital Advisors135,771$5.71M2.73%−1,258−0.9%Reduced
Oversea-Chinese Banking CORP Ltd135,685$5.70M0.17%+135,685New
Voya Investment Management LLC133,865$5.63M0.01%−32,800−19.7%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys133,462$5.61M0.03%+24,595+22.6%Added
Point72 Asset Management, L.P.130,978$5.51M0.01%+48,784+59.4%Added
New Age Alpha Advisors, LLC127,040$5.34M0.25%−2,456−1.9%Reduced
Sophron Capital Management L.P.121,122$5.09M1.50%−20,661−14.6%Reduced
TD Asset Management Inc118,960$5.00M0.00%+118,960New
Zurcher Kantonalbank (Zurich Cantonalbank)118,260$4.97M0.01%+8,409+7.7%Added
Macquarie Group Ltd117,123$4.92M0.03%+17,110+17.1%Added
Renaissance Technologies LLC112,200$4.72M0.01%+98,700+731.1%Added
Deutsche Bank AG110,840$4.66M0.00%+2,723+2.5%Added
Amundi109,900$4.62M0.00%−6,002−5.2%Reduced
Exchange Traded Concepts, LLC107,875$4.53M0.03%+44,413+70.0%Added
XTX Topco Ltd104,941$4.41M0.08%+95,765+1,043.6%Added
MetLife Investment Management98,791$4.15M0.02%+756+0.8%Added
First Trust Advisors LP97,314$4.09M0.00%−15,754−13.9%Reduced
Mercer Global Advisors Inc93,719$3.94M0.01%+7,361+8.5%Added
Amalgamated Bank86,184$3.62M0.03%+2,691+3.2%Added
Colony Group, LLC84,900$3.60M0.00%+18,400+27.7%Added
Resona Asset Management Co.,Ltd.84,004$3.52M0.02%+3,961+4.9%Added
Cambiar Investors LLC80,862$3.40M0.16%−20,499−20.2%Reduced
Police & Firemen's Retirement System of New Jersey80,247$3.37M0.03%+1,509+1.9%Added
HRT Financial LP79,930$3.36M0.01%+79,930New
Riverwater Partners LLC79,447$3.34M1.11%+39,044+96.6%Added
American Century Companies Inc79,277$3.33M0.00%+5,074+6.8%Added
Thrivent Financial for Lutherans79,033$3.32M0.01%−10,535−11.8%Reduced
Daiwa Securities Group Inc.78,482$3.30M0.01%+3,254+4.3%Added
Wealth Enhancement Advisory Services, LLC89,048$3.28M0.01%+8,317+10.3%Added
Vanguard Global Advisers, LLC76,717$3.22M0.00%+76,717New
Ameritas Investment Partners, Inc.76,266$3.21M0.10%+185+0.2%Added
Nisa Investment Advisors, LLC74,314$3.12M0.01%−8,463−10.2%Reduced
State of Tennessee, Treasury Department73,340$3.08M0.01%+4,602+6.7%Added
Mutual of America Capital Management LLC72,789$3.06M0.03%−6,251−7.9%Reduced
Systematic Financial Management LP71,340$3.00M0.07%−2,200−3.0%Reduced
Handelsbanken Fonder AB67,800$2.85M0.01%00.0%Unchanged
Ashton Thomas Private Wealth, LLC65,627$2.76M0.07%+65,627New
Wiley Bros.-Aintree Capital, LLC64,386$2.71M0.01%+3,439+5.6%Added
Balyasny Asset Management LLC62,916$2.64M0.01%−18,356−22.6%Reduced
Adams Asset Advisors, LLC62,214$2.61M0.29%+14,690+30.9%Added
Yousif Capital Management, LLC62,008$2.61M0.03%−2,586−4.0%Reduced
Advisor Group Holdings, Inc.61,294$2.58M0.00%−9,822−13.8%Reduced
Investor's Fiduciary Advisor Network, LLC58,404$2.45M0.75%−6,319−9.8%Reduced
Values First Advisors, Inc.57,326$2.41M1.26%+598+1.1%Added
Louisiana State Employees Retirement System55,100$2.32M0.04%+2,500+4.8%Added
Schnieders Capital Management, LLC.55,068$2.31M0.37%+24,727+81.5%Added
Caxton Associates LLP54,067$2.27M0.05%00.0%Unchanged
TT Capital Management LLC54,025$2.27M1.87%−4,332−7.4%Reduced
Teachers Retirement System of the State of Kentucky54,005$2.27M0.02%00.0%Unchanged
Van Eck Associates Corp53,795$2.26M0.00%−34,180−38.9%Reduced
Ontario Teachers Pension Plan Board53,729$2.26M0.07%−14,322−21.0%Reduced
Quantbot Technologies LP52,733$2.22M0.09%−62,797−54.4%Reduced
Pensionfund DSM Netherlands52,200$2.19M1.27%+9,000+20.8%Added
Arizona State Retirement System52,143$2.19M0.01%−731−1.4%Reduced
DekaBank Deutsche Girozentrale51,182$2.19M0.00%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S51,512$2.17M0.02%+51,512New
Red Spruce Capital, LLC51,255$2.15M0.88%+1,754+3.5%Added
Jane Street Group, LLC51,183$2.15M0.00%−8,242−13.9%Reduced
State of New Jersey Common Pension Fund D51,147$2.15M0.01%−1,255−2.4%Reduced
Johnson Investment Counsel Inc50,639$2.13M0.02%−16,930−25.1%Reduced
KLP Kapitalforvaltning AS50,300$2.11M0.01%+1,400+2.9%Added
Sequoia Financial Advisors, LLC50,105$2.11M0.01%+11,552+30.0%Added
Metis Global Partners, LLC49,759$2.09M0.05%+4,836+10.8%Added
Southland Equity Partners LLC48,420$2.04M0.40%−1,561−3.1%Reduced
Pasadena Private Wealth, LLC48,392$2.03M0.28%+6,351+15.1%Added
Summit Trail Advisors, LLC48,169$2.02M0.03%+19,054+65.4%Added
Squarepoint Ops LLC48,106$2.02M0.00%+48,106New
Graham Capital Management, L.P.47,977$2.02M0.07%−52,343−52.2%Reduced
LMR Partners LLP47,443$1.99M0.02%+47,443New
Albion Financial Group46,365$1.95M0.13%+399+0.9%Added
State of Michigan Retirement System45,684$1.92M0.01%+800+1.8%Added
Sumitomo Mitsui DS Asset Management Company, Ltd45,107$1.90M0.02%+3,611+8.7%Added
Kestra Advisory Services, LLC44,929$1.89M0.01%+20,529+84.1%Added
CIBC Bancorp USA Inc.44,178$1.86M0.00%+44,178New
Truist Financial Corp43,286$1.82M0.00%−6,485−13.0%Reduced
Northwestern Mutual Investment Management Company, LLC42,551$1.79M0.03%+59+0.1%Added
Picton Mahoney Asset Management41,463$1.74M0.02%+21,516+107.9%Added
Weaver C. Barksdale & Associates, Inc.41,285$1.74M1.66%+2,405+6.2%Added
Cetera Investment Advisers41,289$1.74M0.00%−131−0.3%Reduced
JustInvest LLC40,741$1.71M0.02%+4,205+11.5%Added
Jump Financial, LLC39,875$1.68M0.02%+39,875New
UniSuper Management Pty Ltd39,500$1.66M0.01%+900+2.3%Added
Virginia Retirement Systems Et Al39,150$1.65M0.01%+30,300+342.4%Added
Oregon Public Employees Retirement Fund39,001$1.64M0.02%+1,300+3.4%Added
Vestcor Inc37,393$1.57M0.04%+35,076+1,513.9%Added
Cambridge Investment Research Advisors, Inc.37,229$1.56M0.00%+3,320+9.8%Added
New Mexico Educational Retirement Board37,100$1.56M0.05%00.0%Unchanged
Campbell & CO Investment Adviser LLC36,904$1.55M0.09%+15,700+74.0%Added