JO
NTST

John Overdeck’s NETSTREIT Corp NTST Stock Holding History

John Overdeck’s Portfolio NTST Stock Details NTST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$81M Sell
3,834,450
-86,981
-2% -$1.76M 0.06% 380
2026
Q1 		$73.8M Buy
3,921,431
+2,466,744
+170% +$47.5M 0.06% 368
2025
Q4 		$25.7M Sell
1,454,687
-15,066
-1% -$274K 0.04% 606
2025
Q3 		$26.5M Buy
1,469,753
+346,402
+31% +$6.26M 0.04% 527
2025
Q2 		$19M Buy
1,123,351
+273,456
+32% +$4.38M 0.03% 574
2025
Q1 		$13.5M Sell
849,895
-103,289
-11% -$1.51M 0.03% 651
2024
Q4 		$13.5M Sell
953,184
-269,045
-22% -$4.19M 0.03% 629
2024
Q3 		$20.2M Buy
1,222,229
+616,453
+102% +$10.2M 0.04% 481
2024
Q2 		$9.75M Buy
605,776
+1,867
+0.3% +$32.1K 0.02% 719
2024
Q1 		$11.1M Buy
+603,909
New +$10.7M 0.03% 621
2023
Q3 		– Sell
-163,758
Closed -$2.93M – 3135
2023
Q2 		$2.93M Sell
163,758
-319,524
-66% -$5.74M 0.01% 1213
2023
Q1 		$8.83M Buy
483,282
+142,300
+42% +$2.75M 0.03% 635
2022
Q4 		$6.25M Sell
340,982
-95,718
-22% -$1.79M 0.02% 753
2022
Q3 		$7.78M Buy
436,700
+63,333
+17% +$1.27M 0.03% 581
2022
Q2 		$7.04M Buy
373,367
+44,799
+14% +$945K 0.02% 633
2022
Q1 		$7.37M Buy
328,568
+87,830
+36% +$1.95M 0.02% 729
2021
Q4 		$5.51M Sell
240,738
-89,904
-27% -$2.08M 0.01% 1141
2021
Q3 		$7.82M Buy
330,642
+140,889
+74% +$3.56M 0.02% 899
2021
Q2 		$4.38M Buy
+189,753
New +$4.14M 0.01% 1286
2021
Q1 		– Sell
-11,900
Closed -$232K – 4127
2020
Q4 		$232K Buy
+11,900
New +$220K ﹤0.01% 3030

Other funds holding NTST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

John Overdeck's NTST Position: Q2 2026 in Review

John Overdeck reduced its NETSTREIT Corp (NTST) stake by 2.2% in Q2 2026, selling an estimated $1.76M and leaving 3,834,450 shares worth $81M. The position accounts for 0.06% of the portfolio, ranked #380.

John Overdeck first reported a position in NTST in Q4 2020 and has held it in 20 quarters since. 267 funds tracked by Wall St. Rank hold NTST as of Q2 2026.

  • John Overdeck held 3,834,450 shares of NETSTREIT Corp worth $81M as of Q2 2026.
  • John Overdeck sold 86,981 NETSTREIT Corp shares in Q2 2026, an estimated $1.76M.
  • NETSTREIT Corp made up 0.06% of John Overdeck's portfolio in Q2 2026, its #380 holding.
  • John Overdeck first reported a position in NETSTREIT Corp in Q4 2020 and has held it in 20 quarters since.
  • 267 funds tracked by Wall St. Rank held NETSTREIT Corp as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.