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NNN REIT

432 hedge funds and large institutions have $6.98B invested in NNN REIT in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 169 increasing their positions, 144 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
Holders Change %
0%
% of All Funds
6.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
169
Reduced
144
Closed
40
Calls
$12M
Puts
$2.11M
Net Calls
+$9.86M
Net Calls Change
-$3.66M
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
301
Morningstar Investment Management
Illinois
$291K +$291K +6,805 New
PAM
302
Panagora Asset Management
Massachusetts
$290K -$3.98K -93 -1%
BCI
303
Brinker Capital Investments
Pennsylvania
$289K -$5.86K -137 -2%
OPS
304
Orion Portfolio Solutions
Nebraska
$289K -$5.86K -137 -2%
PAG
305
Private Advisor Group
New Jersey
$284K -$3.3K -77 -1%
AAS
306
Avantax Advisory Services
Texas
$282K +$16.8K +392 +6%
HSA
307
HBK Sorce Advisory
Pennsylvania
$280K
CCP
308
Carmel Capital Partners
California
$279K +$13.3K +311 +5%
PTC
309
Private Trust Company
Ohio
$279K
Envestnet Asset Management
310
Envestnet Asset Management
Illinois
$278K +$36.7K +858 +15%
SCM
311
Schnieders Capital Management
California
$276K +$12.8K +300 +5%
AF
312
Allworth Financial
California
$272K +$2.1K +49 +0.8%
CB
313
Commerce Bank
Missouri
$272K -$38.7K -905 -12%
PWP
314
Principle Wealth Partners
Connecticut
$270K
Brown Advisory
315
Brown Advisory
Maryland
$268K -$22.7K -530 -8%
VHAM
316
Van Hulzen Asset Management
California
$261K +$261K +6,088 New
DC
317
Davenport & Co
Virginia
$259K -$30.3K -708 -10%
VAS
318
Vestmark Advisory Solutions
Massachusetts
$258K -$14.5K -338 -5%
PFA
319
Peak Financial Advisors
Colorado
$252K +$28.7K +670 +13%
PA
320
PSI Advisors
Florida
$251K
MFG
321
Merit Financial Group
Georgia
$250K +$41.1K +960 +20%
HH
322
Hilltop Holdings
Texas
$250K +$11.1K +260 +5%
PA
323
Profund Advisors
Maryland
$240K -$32.3K -755 -12%
MA
324
Montag & Associates
Georgia
$239K
MWM
325
Mission Wealth Management
California
$239K -$69.4K -1,623 -23%