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NNN REIT

449 hedge funds and large institutions have $7.05B invested in NNN REIT in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 175 increasing their positions, 138 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $2.75M

27% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 138

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

20% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 56

1% more funds holding

Funds holding: 444449 (+5)

0.46% less ownership

Funds ownership: 90.99%90.53% (-0.46%)

1% less capital invested

Capital invested by funds: $7.15B → $7.05B (-$100M)

Holders
449
Holders Change
+5
Holders Change %
+1.13%
% of All Funds
6.47%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
67
Increased
175
Reduced
138
Closed
56
Calls
$10.7M
Puts
$2.75M
Net Calls
+$7.94M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VI
226
Versor Investments
New York
$619K
GT
227
Glenview Trust
Kentucky
$619K -$291 -7 -0%
HF
228
HRT Financial
New York
$598K +$583K +13,998 New
TPA
229
Trivium Point Advisory
Connecticut
$596K -$103K -2,476 -15%
DEA
230
DoubleLine ETF Adviser
Florida
$595K +$59.9K +1,439 +12%
SPIA
231
Steward Partners Investment Advisory
New York
$577K +$28K +672 +5%
HCM
232
HGI Capital Management
New York
$574K +$559K +13,424 New
PCM
233
Prelude Capital Management
New York
$568K +$553K +13,280 New
KPWS
234
Kestra Private Wealth Services
Texas
$562K +$547K +13,141 New
NHC
235
Nicholas Hoffman & Company
Georgia
$559K +$2.5K +60 +0.5%
IR
236
IAT Reinsurance
New York
$556K
Rockefeller Capital Management
237
Rockefeller Capital Management
New York
$553K +$50.2K +1,206 +10%
RP
238
Riverwater Partners
Wisconsin
$552K -$2.79K -67 -0.5%
MSRPS
239
Maryland State Retirement & Pension System
Maryland
$545K
Neuberger Berman Group
240
Neuberger Berman Group
New York
$541K -$21.8K -525 -4%
SPC
241
Sigma Planning Corp
Michigan
$541K +$222K +5,337 +73%
HEIP
242
Hudson Edge Investment Partners
New Jersey
$539K +$171K +4,120 +49%
AssetMark Inc
243
AssetMark Inc
California
$536K +$510K +12,250 +4,268%
AAA
244
Adams Asset Advisors
Texas
$533K
MGP
245
Metis Global Partners
California
$528K +$8.37K +201 +2%
Jane Street
246
Jane Street
New York
$504K -$759K -18,227 -61%
OSAM
247
O'Shaughnessy Asset Management
Connecticut
$498K +$64.6K +1,552 +15%
CFGS
248
Concourse Financial Group Securities
Alabama
$497K +$4.62K +111 +1%
BCWM
249
Bartlett & Co Wealth Management
Ohio
$483K -$33.3K -800 -7%
GIM
250
Gold Investment Management
Alberta, Canada
$479K

NNN Hedge Fund Activity: Q1 2024 in Review

449 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NNN REIT (NNN) for Q1 2024, worth a combined $7.05B — down 1.4% from $7.15B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new NNN positions and 56 closed out — a net gain of 11 holders — while 175 added to existing stakes and 138 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $128M. The largest seller was Morgan Stanley, cutting an estimated $72.2M.

  • 449 institutional investors held NNN REIT (NNN) as of Q1 2024, up from 444 in Q4 2023.
  • Funds reported $7.05B of NNN REIT stock for Q1 2024, down 1.4% quarter-over-quarter.
  • 67 funds opened new NNN REIT positions in Q1 2024 and 56 closed out, a net change of +11 holders.
  • The largest NNN REIT buyer in Q1 2024 was Principal Financial Group, an estimated $128M added.
  • The largest NNN REIT seller in Q1 2024 was Morgan Stanley, an estimated $72.2M sold.

Based on aggregated 13F filings for Q1 2024.