Skip to main content

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
Jupiter Topco LLC200,016$9.31M0.00%+200,016New
Wealth Enhancement Advisory Services, LLC221,559$9.25M0.02%+132,511+148.8%Added
Retirement Systems of Alabama196,771$9.16M0.03%−36,085−15.5%Reduced
Franklin Resources Inc195,463$9.09M0.00%−114,444−36.9%Reduced
Healthcare of Ontario Pension Plan Trust Fund191,308$8.90M0.01%+12,630+7.1%Added
Sanctuary Advisors, LLC189,665$8.83M0.04%+171,542+946.5%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys186,722$8.69M0.04%+53,260+39.9%Added
State of Alaska, Department of Revenue186,575$8.68M0.09%−10,193−5.2%Reduced
First Trust Advisors LP183,422$8.53M0.01%+86,108+88.5%Added
Vanguard Asset Management, Ltd180,097$8.38M0.01%+11,049+6.5%Added
New York State Teachers Retirement System175,025$8.14M0.02%−11,143−6.0%Reduced
Vanguard Investments Australia, Ltd.174,077$8.10M0.02%+2,273+1.3%Added
Barclays PLC173,149$8.06M0.00%+2,022+1.2%Added
Universal- Beteiligungs- und Servicegesellschaft mbH171,277$7.97M0.01%+14,254+9.1%Added
State Board of Administration of Florida Retirement System166,578$7.75M0.01%−4,540−2.7%Reduced
Manufacturers Life Insurance Company, The165,896$7.72M0.01%+22,634+15.8%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.163,128$7.59M0.00%+7,873+5.1%Added
Natixis Advisors, L.P.160,835$7.48M0.01%+11,516+7.7%Added
Colony Group, LLC154,771$7.20M0.01%+69,871+82.3%Added
Chilton Capital Management LLC153,119$7.12M0.23%−6,421−4.0%Reduced
Jones Financial Companies LLLP144,216$6.85M0.00%+7,169+5.2%Added
Voloridge Investment Management, LLC143,795$6.69M0.03%−91,321−38.8%Reduced
Commonwealth Equity Services, LLC132,683$6.17M0.01%−6,659−4.8%Reduced
Point72 Asset Management, L.P.132,062$6.14M0.01%+1,084+0.8%Added
Zurcher Kantonalbank (Zurich Cantonalbank)131,239$6.11M0.01%+12,979+11.0%Added
Oversea-Chinese Banking CORP Ltd130,490$6.07M0.14%−5,195−3.8%Reduced
D. E. Shaw & Co., Inc.130,311$6.06M0.00%−311,618−70.5%Reduced
Alberta Investment Management Corp124,300$5.78M0.03%+124,300New
Macquarie Group Ltd121,718$5.66M0.02%+4,595+3.9%Added
Voya Investment Management LLC121,271$5.64M0.00%−12,594−9.4%Reduced
Bernzott Capital Advisors120,719$5.62M2.25%−15,052−11.1%Reduced
Exchange Traded Concepts, LLC116,346$5.41M0.03%+8,471+7.9%Added
Jane Street Group, LLC113,163$5.27M0.00%+61,980+121.1%Added
Russell Investments Group, Ltd.111,720$5.20M0.00%−109,006−49.4%Reduced
TD Asset Management Inc107,231$4.99M0.00%−11,729−9.9%Reduced
Mizuho Markets Americas LLC103,800$4.83M0.09%+103,800New
New Age Alpha Advisors, LLC102,961$4.79M0.20%−24,079−19.0%Reduced
Wesbanco Bank Inc99,206$4.62M0.11%+81,030+445.8%Added
MetLife Investment Management96,939$4.51M0.02%−1,852−1.9%Reduced
Systematic Financial Management LP87,700$4.08M0.08%+16,360+22.9%Added
New York State Common Retirement Fund87,443$4.07M0.01%−59,432−40.5%Reduced
American Century Companies Inc86,525$4.03M0.00%+7,248+9.1%Added
SEI Investments Co85,671$3.99M0.00%−73,791−46.3%Reduced
Police & Firemen's Retirement System of New Jersey85,043$3.96M0.03%+4,796+6.0%Added
Resona Asset Management Co.,Ltd.83,579$3.95M0.02%−425−0.5%Reduced
Amalgamated Bank84,516$3.93M0.03%−1,668−1.9%Reduced
Thrivent Financial for Lutherans84,085$3.91M0.01%+5,052+6.4%Added
Quantbot Technologies LP82,835$3.85M0.15%+30,102+57.1%Added
Adams Asset Advisors, LLC78,933$3.67M0.42%+16,719+26.9%Added
Ameritas Investment Partners, Inc.76,266$3.55M0.09%00.0%Unchanged
Cambiar Investors LLC75,999$3.54M0.15%−4,863−6.0%Reduced
Janney Montgomery Scott LLC73,575$3.42M0.01%+73,575New
Vanguard Global Advisers, LLC72,974$3.40M0.00%−3,743−4.9%Reduced
Caxton Associates LLP72,637$3.38M0.06%+18,570+34.3%Added
State of Tennessee, Treasury Department72,043$3.35M0.01%−1,297−1.8%Reduced
Advisor Group Holdings, Inc.70,913$3.30M0.00%+9,619+15.7%Added
Mutual of America Capital Management LLC70,613$3.29M0.03%−2,176−3.0%Reduced
Riverwater Partners LLC68,759$3.20M0.95%−10,688−13.5%Reduced
Handelsbanken Fonder AB67,800$3.15M0.01%00.0%Unchanged
Wiley Bros.-Aintree Capital, LLC66,739$3.11M0.01%+2,353+3.7%Added
Susquehanna Fundamental Investments, LLC66,610$3.10M0.06%+66,610New
Nisa Investment Advisors, LLC66,166$3.08M0.01%−8,148−11.0%Reduced
Values First Advisors, Inc.61,306$2.85M1.30%+3,980+6.9%Added
Teachers Retirement System of the State of Kentucky58,905$2.74M0.02%+4,900+9.1%Added
Yousif Capital Management, LLC58,470$2.72M0.03%−3,538−5.7%Reduced
Louisiana State Employees Retirement System55,700$2.59M0.04%+600+1.1%Added
Schnieders Capital Management, LLC.55,118$2.56M0.34%+50+0.1%Added
Pensionfund DSM Netherlands54,700$2.54M1.31%+2,500+4.8%Added
Van Eck Associates Corp53,887$2.51M0.00%+92+0.2%Added
Summit Trail Advisors, LLC53,055$2.47M0.03%+4,886+10.1%Added
TT Capital Management LLC53,025$2.47M1.92%−1,000−1.9%Reduced
Southland Equity Partners LLC52,722$2.45M0.43%+4,302+8.9%Added
Arizona State Retirement System52,497$2.44M0.01%+354+0.7%Added
Red Spruce Capital, LLC52,321$2.43M0.85%+1,066+2.1%Added
Ashton Thomas Private Wealth, LLC51,639$2.40M0.05%−13,988−21.3%Reduced
KLP Kapitalforvaltning AS51,600$2.40M0.01%+1,300+2.6%Added
Y-Intercept (Hong Kong) Ltd51,576$2.40M0.05%+22,675+78.5%Added
Chicago Partners Investment Group LLC49,264$2.40M0.05%+27,344+124.7%Added
State of New Jersey Common Pension Fund D51,147$2.38M0.01%00.0%Unchanged
ExodusPoint Capital Management, LP50,964$2.37M0.02%+22,583+79.6%Added
Virginia Retirement Systems Et Al50,650$2.36M0.01%+11,500+29.4%Added
Johnson Investment Counsel Inc50,639$2.36M0.02%00.0%Unchanged
Horizon Investments, LLC51,130$2.35M0.03%+28,277+123.7%Added
Metis Global Partners, LLC49,611$2.31M0.05%−148−0.3%Reduced
SRS Capital Advisors, Inc.49,127$2.29M0.02%+41,399+535.7%Added
Albion Financial Group48,545$2.26M0.13%+2,180+4.7%Added
Investor's Fiduciary Advisor Network, LLC47,377$2.20M0.75%−11,027−18.9%Reduced
Lazard Asset Management LLC46,990$2.19M0.00%+11,277+31.6%Added
Kestra Advisory Services, LLC46,818$2.18M0.01%+1,889+4.2%Added
Capital Fund Management S.A.46,673$2.17M0.02%+46,673New
DekaBank Deutsche Girozentrale51,182$2.15M0.00%00.0%Unchanged
Merit Financial Group, LLC45,758$2.13M0.01%+20,891+84.0%Added
Sequoia Financial Advisors, LLC45,353$2.11M0.01%−4,752−9.5%Reduced
Truist Financial Corp45,279$2.11M0.00%+1,993+4.6%Added
Sumitomo Mitsui DS Asset Management Company, Ltd45,107$2.10M0.01%00.0%Unchanged
State of Michigan Retirement System44,484$2.07M0.01%−1,200−2.6%Reduced
Northwestern Mutual Investment Management Company, LLC42,795$1.99M0.02%+244+0.6%Added
Pasadena Private Wealth, LLC42,751$1.99M0.25%−5,641−11.7%Reduced
Weaver C. Barksdale & Associates, Inc.41,234$1.92M1.72%−51−0.1%Reduced
Cetera Investment Advisers40,678$1.89M0.00%−611−1.5%Reduced