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NNN REIT

432 hedge funds and large institutions have $7.14B invested in NNN REIT in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 182 increasing their positions, 126 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+3
Holders Change %
+0.7%
% of All Funds
6.91%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
52
Increased
182
Reduced
126
Closed
45
Calls
$16.1M
Puts
$2.53M
Net Calls
+$13.5M
Net Calls Change
+$8.55M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
301
Allworth Financial
California
$279K -$1.1K -25 -0.4%
PWP
302
Principle Wealth Partners
Connecticut
$279K
AAS
303
Avantax Advisory Services
Texas
$274K +$14.8K +336 +6%
CCP
304
Carmel Capital Partners
California
$274K +$12.9K +293 +5%
II
305
Inspire Investing
Idaho
$273K +$45.1K +1,022 +20%
SCM
306
Schnieders Capital Management
California
$272K
VF
307
Virtu Financial
New York
$271K +$271K +6,134 New
SPA
308
Sherbrooke Park Advisers
New York
$265K +$265K +5,993 New
MIFH
309
Migdal Insurance & Financial Holdings
Israel
$263K +$196K +4,513 +290%
PA
310
PSI Advisors
Florida
$259K +$259K +5,867 New
Envestnet Asset Management
311
Envestnet Asset Management
Illinois
$249K -$15.9K -359 -6%
MLICM
312
Metropolitan Life Insurance Company (MetLife)
New York
$247K +$2.74K +62 +1%
MA
313
Montag & Associates
Georgia
$247K
SCM
314
Stevens Capital Management
Pennsylvania
$246K +$246K +5,566 New
HH
315
Hilltop Holdings
Texas
$246K
JPMPWA
316
J.P. Morgan Private Wealth Advisors
California
$244K -$84.3K -1,909 -26%
CAM
317
Campion Asset Management
Virginia
$240K +$9.93K +225 +4%
BAG
318
Bridgewealth Advisory Group
California
$237K
DSC
319
Duncker Streett & Co
Missouri
$237K -$2.56K -58 -1%
CIBC Asset Management
320
CIBC Asset Management
Ontario, Canada
$233K +$25.3K +572 +12%
US Bancorp
321
US Bancorp
Minnesota
$233K -$96.4K -2,183 -29%
FDS
322
Freedom Day Solutions
Texas
$231K -$28.9K -655 -11%
PFA
323
Peak Financial Advisors
Colorado
$230K +$36.6K +828 +19%
WANY
324
Wealthspire Advisors (New York)
New York
$230K -$35.7K -809 -13%
CCT
325
Capital City Trust
Florida
$228K +$228K +5,154 New