NNN · Company research
NNN REIT, Inc. (NNN): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
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Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 1539204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13742 | 639415 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Gillson Capital LP | 1698055 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 290600 | 13522 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Larson Financial Group LLC | 1731061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4647 | 216225 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| COFG Advisors, LLC | 2104330 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31027 | 1443687 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1510434 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15713 | 731126 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| DekaBank Deutsche Girozentrale | 1456228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51182 | 2145 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1730521 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28796 | 1339860 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| MML INVESTORS SERVICES, LLC | 701059 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4462 | 207626 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Y-Intercept (Hong Kong) Ltd | 1772875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51576 | 2399831 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| VICTORY CAPITAL MANAGEMENT INC | 1040188 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5721238 | 266209204 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SYM FINANCIAL Corp | 764739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7087 | 329758 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| World Investment Advisors | 1652594 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9267 | 390997 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Private Wealth Management Group, LLC | 2011342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32 | 1489 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 600442 | 27938566 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2395 | 111417 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Weaver C. Barksdale & Associates, Inc. | 1294588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41234 | 1918613 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BETO FINANCIAL GROUP, LLC | 2104828 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6220 | 304282 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SouthState Bank Corp | 764038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34 | 1583 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Kingdom Financial Group LLC. | 1962236 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 221 | 10279 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| JFS WEALTH ADVISORS, LLC | 1568068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 466 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1164508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 339984 | 15819456 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16778215 | 780690344 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Waverly Advisors, LLC | 1568787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14166 | 659144 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Orographic Financial Advisors, LLC | 2135775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29802 | 1365 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Rossby Financial, LCC | 2056510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64 | 2978 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Inspire Investing, LLC | 1670139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10037 | 467022 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BOKF, NA | 9634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1800 | 83754 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| APG Asset Management US Inc. | 1323255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500350 | 23301300 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Carolina Wealth Advisors, LLC | 1786411 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 120 | 5584 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| ARMISTICE CAPITAL, LLC | 1601086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4968 | 231161 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Millstone Evans Group, LLC | 2041943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 243 | 11307 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VestGen Advisors, LLC | 2050130 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4579 | 213061 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CVA Family Office, LLC | 1802084 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 605 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| ELEVATION WEALTH PARTNERS, LLC | 1976256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1090 | 50718 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70613 | 3285623 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Penserra Capital Management LLC | 1593324 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34177 | 1590 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Beacon Pointe Advisors, LLC | 1744317 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12879 | 599240 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Planning Services, Inc. | 1726752 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 209 | 9725 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| New Age Alpha Advisors, LLC | 1764807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 102961 | 4790775 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| WINTON GROUP Ltd | 1612063 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7700 | 358281 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| GAMMA Investing LLC | 2010235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2917 | 135728 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Wiser Advisor Group LLC | 2011550 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 462 | 21497 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Graham Capital Management, L.P. | 1315421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8594 | 399879 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 549517 | 25569 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CAMBIAR INVESTORS LLC | 823621 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75999 | 3536233 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| TORONTO DOMINION BANK | 947263 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 272 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Mission Hills Financial Advisory, LLC | 2043220 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5632 | 262073 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 869589 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29583 | 1376497 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 632349 | 29423207 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33441 | 1556010 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Soltis Investment Advisors LLC | 1802530 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4946 | 230137 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Chung Wu Investment Group, LLC | 2054278 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 700 | 32571 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Caisse de depot et placement du Quebec | 898286 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 275226 | 12806266 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Daiwa Securities Group Inc. | 1481045 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1854133 | 86272808 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Sanctuary Advisors, LLC | 1777271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 189665 | 8825092 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DNB Asset Management AS | 1456670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9934 | 462229 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1505103 | 71236525 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Global Retirement Partners, LLC | 1749744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1918 | 89245 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| CAPITAL FUND MANAGEMENT S.A. | 1323645 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46673 | 2171694 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Ancora Advisors LLC | 1446114 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 117 | 5444 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IMC-Chicago, LLC | 1452861 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62300 | 2898819 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10288760 | 221121 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Intrua Financial, LLC | 1812792 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11872 | 552424 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 278 | 12935 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37255 | 1733475 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CoreCap Advisors, LLC | 1902501 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 24 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| JOHNSON INVESTMENT COUNSEL INC | 821197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50639 | 2356252 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| LAZARD ASSET MANAGEMENT LLC | 1207017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46990 | 2186445 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| UMB Bank, n.a. | 933429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2686 | 124980 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Dogwood Wealth Management LLC | 2056922 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37 | 1722 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| PICTON MAHONEY ASSET MANAGEMENT | 1539041 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 168 | 7817 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Strengthening Families & Communities, LLC | 1921196 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5319 | 247478 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SHELTON CAPITAL MANAGEMENT | 1002784 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6262 | 291371 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1928645 | 89739852 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Avion Wealth | 1792704 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 92 | 4 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| BAILARD, INC. | 750641 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17800 | 828234 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| DoubleLine ETF Adviser LP | 1959989 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8388 | 390294 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 165896 | 7719141 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Allianz Asset Management GmbH | 1535323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 597770 | 25124273 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 796848 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19838 | 923062 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.