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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, Q2 2026

Institutional positions in NNN REIT, Inc. as of Jun 30, 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
605
+66 vs. Q1 2026
Shares held
190.8M
+12.8M (+7.2%) vs. Q1 2026
Total value
$8.89B
+$1.40B (+18.7%) vs. Q1 2026
New holders
100
256 more added
Sold out
34
163 more reduced

6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 605 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 heldQ2 2026: $8.89B
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, Q2 2026

Shares, value and share of portfolio for each institution holding NNN REIT, Inc.; share changes are against Q1 2026.

Institutions holding NNN in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Brighton Jones LLC39,211$1.82M0.03%+20,133+105.5%Added
Oregon Public Employees Retirement Fund39,301$1.83M0.02%+300+0.8%Added
NEOS Investment Management LLC40,212$1.87M0.01%+4,703+13.2%Added
Cambridge Investment Research Advisors, Inc.40,538$1.89M0.00%+3,309+8.9%Added
Cetera Investment Advisers40,678$1.89M0.00%−611−1.5%Reduced
Weaver C. Barksdale & Associates, Inc.41,234$1.92M1.72%−51−0.1%Reduced
Pasadena Private Wealth, LLC42,751$1.99M0.25%−5,641−11.7%Reduced
Northwestern Mutual Investment Management Company, LLC42,795$1.99M0.02%+244+0.6%Added
State of Michigan Retirement System44,484$2.07M0.01%−1,200−2.6%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd45,107$2.10M0.01%00.0%Unchanged
Truist Financial Corp45,279$2.11M0.00%+1,993+4.6%Added
Sequoia Financial Advisors, LLC45,353$2.11M0.01%−4,752−9.5%Reduced
Merit Financial Group, LLC45,758$2.13M0.01%+20,891+84.0%Added
DekaBank Deutsche Girozentrale51,182$2.15M0.00%00.0%Unchanged
Capital Fund Management S.A.46,673$2.17M0.02%+46,673New
Kestra Advisory Services, LLC46,818$2.18M0.01%+1,889+4.2%Added
Lazard Asset Management LLC46,990$2.19M0.00%+11,277+31.6%Added
Investor's Fiduciary Advisor Network, LLC47,377$2.20M0.75%−11,027−18.9%Reduced
Albion Financial Group48,545$2.26M0.13%+2,180+4.7%Added
SRS Capital Advisors, Inc.49,127$2.29M0.02%+41,399+535.7%Added
Metis Global Partners, LLC49,611$2.31M0.05%−148−0.3%Reduced
Horizon Investments, LLC51,130$2.35M0.03%+28,277+123.7%Added
Johnson Investment Counsel Inc50,639$2.36M0.02%00.0%Unchanged
Virginia Retirement Systems Et Al50,650$2.36M0.01%+11,500+29.4%Added
ExodusPoint Capital Management, LP50,964$2.37M0.02%+22,583+79.6%Added
State of New Jersey Common Pension Fund D51,147$2.38M0.01%00.0%Unchanged
Chicago Partners Investment Group LLC49,264$2.40M0.05%+27,344+124.7%Added
Y-Intercept (Hong Kong) Ltd51,576$2.40M0.05%+22,675+78.5%Added
KLP Kapitalforvaltning AS51,600$2.40M0.01%+1,300+2.6%Added
Ashton Thomas Private Wealth, LLC51,639$2.40M0.05%−13,988−21.3%Reduced
Red Spruce Capital, LLC52,321$2.43M0.85%+1,066+2.1%Added
Arizona State Retirement System52,497$2.44M0.01%+354+0.7%Added
Southland Equity Partners LLC52,722$2.45M0.43%+4,302+8.9%Added
TT Capital Management LLC53,025$2.47M1.92%−1,000−1.9%Reduced
Summit Trail Advisors, LLC53,055$2.47M0.03%+4,886+10.1%Added
Van Eck Associates Corp53,887$2.51M0.00%+92+0.2%Added
Pensionfund DSM Netherlands54,700$2.54M1.31%+2,500+4.8%Added
Schnieders Capital Management, LLC.55,118$2.56M0.34%+50+0.1%Added
Louisiana State Employees Retirement System55,700$2.59M0.04%+600+1.1%Added
Yousif Capital Management, LLC58,470$2.72M0.03%−3,538−5.7%Reduced
Teachers Retirement System of the State of Kentucky58,905$2.74M0.02%+4,900+9.1%Added
Values First Advisors, Inc.61,306$2.85M1.30%+3,980+6.9%Added
Nisa Investment Advisors, LLC66,166$3.08M0.01%−8,148−11.0%Reduced
Susquehanna Fundamental Investments, LLC66,610$3.10M0.06%+66,610New
Wiley Bros.-Aintree Capital, LLC66,739$3.11M0.01%+2,353+3.7%Added
Handelsbanken Fonder AB67,800$3.15M0.01%00.0%Unchanged
Riverwater Partners LLC68,759$3.20M0.95%−10,688−13.5%Reduced
Mutual of America Capital Management LLC70,613$3.29M0.03%−2,176−3.0%Reduced
Advisor Group Holdings, Inc.70,913$3.30M0.00%+9,619+15.7%Added
State of Tennessee, Treasury Department72,043$3.35M0.01%−1,297−1.8%Reduced
Caxton Associates LLP72,637$3.38M0.06%+18,570+34.3%Added
Vanguard Global Advisers, LLC72,974$3.40M0.00%−3,743−4.9%Reduced
Janney Montgomery Scott LLC73,575$3.42M0.01%+73,575New
Cambiar Investors LLC75,999$3.54M0.15%−4,863−6.0%Reduced
Ameritas Investment Partners, Inc.76,266$3.55M0.09%00.0%Unchanged
Adams Asset Advisors, LLC78,933$3.67M0.42%+16,719+26.9%Added
Quantbot Technologies LP82,835$3.85M0.15%+30,102+57.1%Added
Thrivent Financial for Lutherans84,085$3.91M0.01%+5,052+6.4%Added
Amalgamated Bank84,516$3.93M0.03%−1,668−1.9%Reduced
Resona Asset Management Co.,Ltd.83,579$3.95M0.02%−425−0.5%Reduced
Police & Firemen's Retirement System of New Jersey85,043$3.96M0.03%+4,796+6.0%Added
SEI Investments Co85,671$3.99M0.00%−73,791−46.3%Reduced
American Century Companies Inc86,525$4.03M0.00%+7,248+9.1%Added
New York State Common Retirement Fund87,443$4.07M0.01%−59,432−40.5%Reduced
Systematic Financial Management LP87,700$4.08M0.08%+16,360+22.9%Added
MetLife Investment Management96,939$4.51M0.02%−1,852−1.9%Reduced
Wesbanco Bank Inc99,206$4.62M0.11%+81,030+445.8%Added
New Age Alpha Advisors, LLC102,961$4.79M0.20%−24,079−19.0%Reduced
Mizuho Markets Americas LLC103,800$4.83M0.09%+103,800New
TD Asset Management Inc107,231$4.99M0.00%−11,729−9.9%Reduced
Russell Investments Group, Ltd.111,720$5.20M0.00%−109,006−49.4%Reduced
Jane Street Group, LLC113,163$5.27M0.00%+61,980+121.1%Added
Exchange Traded Concepts, LLC116,346$5.41M0.03%+8,471+7.9%Added
Bernzott Capital Advisors120,719$5.62M2.25%−15,052−11.1%Reduced
Voya Investment Management LLC121,271$5.64M0.00%−12,594−9.4%Reduced
Macquarie Group Ltd121,718$5.66M0.02%+4,595+3.9%Added
Alberta Investment Management Corp124,300$5.78M0.03%+124,300New
D. E. Shaw & Co., Inc.130,311$6.06M0.00%−311,618−70.5%Reduced
Oversea-Chinese Banking CORP Ltd130,490$6.07M0.14%−5,195−3.8%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)131,239$6.11M0.01%+12,979+11.0%Added
Point72 Asset Management, L.P.132,062$6.14M0.01%+1,084+0.8%Added
Commonwealth Equity Services, LLC132,683$6.17M0.01%−6,659−4.8%Reduced
Voloridge Investment Management, LLC143,795$6.69M0.03%−91,321−38.8%Reduced
Jones Financial Companies LLLP144,216$6.85M0.00%+7,169+5.2%Added
Chilton Capital Management LLC153,119$7.12M0.23%−6,421−4.0%Reduced
Colony Group, LLC154,771$7.20M0.01%+69,871+82.3%Added
Natixis Advisors, L.P.160,835$7.48M0.01%+11,516+7.7%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.163,128$7.59M0.00%+7,873+5.1%Added
Manufacturers Life Insurance Company, The165,896$7.72M0.01%+22,634+15.8%Added
State Board of Administration of Florida Retirement System166,578$7.75M0.01%−4,540−2.7%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH171,277$7.97M0.01%+14,254+9.1%Added
Barclays PLC173,149$8.06M0.00%+2,022+1.2%Added
Vanguard Investments Australia, Ltd.174,077$8.10M0.02%+2,273+1.3%Added
New York State Teachers Retirement System175,025$8.14M0.02%−11,143−6.0%Reduced
Vanguard Asset Management, Ltd180,097$8.38M0.01%+11,049+6.5%Added
First Trust Advisors LP183,422$8.53M0.01%+86,108+88.5%Added
State of Alaska, Department of Revenue186,575$8.68M0.09%−10,193−5.2%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys186,722$8.69M0.04%+53,260+39.9%Added
Sanctuary Advisors, LLC189,665$8.83M0.04%+171,542+946.5%Added
Healthcare of Ontario Pension Plan Trust Fund191,308$8.90M0.01%+12,630+7.1%Added