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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
MOS
276
MGO One Seven
Ohio
$371K -$165K -3,973 -31%
NB
277
Norinchukin Bank
Japan
$370K -$3.2K -77 -0.9%
GCM
278
Gables Capital Management
Florida
$365K
II
279
Inspire Investing
Idaho
$358K -$21.4K -514 -6%
JCIA
280
Jackson Creek Investment Advisors
Colorado
$356K +$346K +8,325 New
RBC
281
Romano Brothers & Co
Illinois
$350K
FNBOMD
282
First National Bank of Mount Dora
Florida
$343K -$14.1K -339 -4%
NFSG
283
Newbridge Financial Services Group
Florida
$343K +$129K +3,108 +63%
SCM
284
Shelton Capital Management
Colorado
$339K
DWA
285
Delap Wealth Advisory
Oregon
$337K +$328K +7,880 New
SA
286
Strategic Advocates
Utah
$329K +$320K +7,688 New
CWM
287
Concentric Wealth Management
California
$326K
Cerity Partners
288
Cerity Partners
New York
$322K +$314K +7,545 New
FNT
289
First National Trust
Pennsylvania
$319K
Mercer Global Advisors
290
Mercer Global Advisors
Colorado
$318K +$12.2K +294 +4%
TRCT
291
Tower Research Capital (TRC)
New York
$316K -$507K -12,171 -62%
PAM
292
Panagora Asset Management
Massachusetts
$312K -$21K -504 -6%
IA
293
IFP Advisors
Florida
$307K +$22.5K +540 +8%
US Bancorp
294
US Bancorp
Minnesota
$306K +$2.12K +51 +0.7%
VA
295
Vident Advisory
Georgia
$305K +$38K +913 +15%
AF
296
Allworth Financial
California
$303K +$14.6K +352 +5%
BNP Paribas Asset Management
297
BNP Paribas Asset Management
France
$303K -$2K -48 -0.7%
TPI
298
Trust Point Inc
Wisconsin
$299K -$2.62K -63 -0.9%
FFBTD
299
First Financial Bank - Trust Division
Ohio
$296K -$29.4K -707 -9%
ACI
300
Alpha Cubed Investments
California
$294K +$286K +6,867 New

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.