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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
PFA
251
Peak Financial Advisors
Colorado
$479K +$1.17K +28 +0.3%
AG
252
AIA Group
Hong Kong
$479K +$466K +11,201 New
SHFA
253
SC&H Financial Advisors
Maryland
$477K
DC
254
Davenport & Co
Virginia
$477K -$458 -11 -0.1%
SAM
255
Shell Asset Management
Netherlands
$469K -$41.9K -1,006 -8%
BFEC
256
Benjamin F. Edwards & Company
Missouri
$463K -$147K -3,527 -25%
RJT
257
Raymond James Trust
Florida
$462K
UOC
258
UBS O'Connor
Illinois
$457K -$3.96M -95,222 -90%
CCP
259
Carmel Capital Partners
California
$457K +$38.7K +931 +10%
SCM
260
Schnieders Capital Management
California
$447K -$85.3K -2,050 -16%
IF
261
Intrua Financial
Texas
$446K -$98.8K -2,373 -19%
EAM
262
Erste Asset Management
Austria
$443K +$433K +10,400 New
GIA
263
Gateway Investment Advisers
Ohio
$426K +$3.95K +95 +1%
MLA
264
My Legacy Advisors
Oregon
$425K -$2.29K -55 -0.5%
CAG
265
Csenge Advisory Group
Florida
$423K +$5.24K +126 +1%
BA
266
Bristlecone Advisors
Washington
$419K -$31.3K -752 -7%
BCI
267
Brinker Capital Investments
Pennsylvania
$416K +$49.8K +1,197 +14%
OPS
268
Orion Portfolio Solutions
Nebraska
$416K +$49.8K +1,197 +14%
PAG
269
Private Advisor Group
New Jersey
$415K +$42.9K +1,031 +12%
LMIM
270
Lockheed Martin Investment Management
Maryland
$414K -$117K -2,800 -23%
S
271
SignatureFD
Georgia
$403K +$21.9K +527 +6%
PNC Financial Services Group
272
PNC Financial Services Group
Pennsylvania
$402K -$210K -5,038 -35%
QCG
273
Quadrant Capital Group
Ohio
$392K +$8.32K +200 +2%
LNWWM
274
Laird Norton Wetherby Wealth Management
California
$386K -$12.4K -297 -3%
PWP
275
Principle Wealth Partners
Connecticut
$375K +$140K +3,374 +62%

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.