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NNN REIT

408 hedge funds and large institutions have $5.71B invested in NNN REIT in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 177 increasing their positions, 125 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
-24
Holders Change %
-5.56%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
43
Increased
177
Reduced
125
Closed
64
Calls
$17.6M
Puts
$4.58M
Net Calls
+$13M
Net Calls Change
+$3.13M
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
301
Morningstar Investment Management
Illinois
$240K
LNWWM
302
Laird Norton Wetherby Wealth Management
California
$238K -$3.22K -91 -1%
KI
303
Kapitalo Investimentos
Brazil
$237K -$331K -9,357 -58%
AAS
304
Avantax Advisory Services
Texas
$236K +$2.93K +83 +1%
HSA
305
HBK Sorce Advisory
Pennsylvania
$231K
PTC
306
Private Trust Company
Ohio
$230K
CCM
307
Coldstream Capital Management
Washington
$226K -$1.14M -32,278 -83%
JF
308
Jump Financial
Illinois
$212K -$355K -10,032 -63%
PA
309
PSI Advisors
Florida
$210K +$3K +85 +1%
HH
310
Hilltop Holdings
Texas
$209K +$3.36K +95 +2%
OIA
311
OneDigital Investment Advisors
Kansas
$206K -$37K -1,047 -15%
O
312
Ossiam
France
$203K +$13K +369 +7%
IPW
313
Impact Partnership Wealth
Georgia
$203K +$203K +5,745 New
ASN
314
Advisory Services Network
Georgia
$198K -$653K -18,485 -77%
MLICM
315
Metropolitan Life Insurance Company (MetLife)
New York
$198K +$1.38K +39 +0.7%
HNB
316
Huntington National Bank
Ohio
$193K
SAM
317
Shell Asset Management
Netherlands
$189K +$32.3K +916 +21%
GI
318
Gradient Investments
Minnesota
$185K +$2.33K +66 +1%
US Bancorp
319
US Bancorp
Minnesota
$184K +$530 +15 +0.3%
DSC
320
Duncker Streett & Co
Missouri
$179K
S
321
SignatureFD
Georgia
$156K +$77.1K +2,182 +98%
BBHC
322
Brown Brothers Harriman & Co
New York
$155K -$220K -6,220 -59%
Carson Wealth (CWM LLC)
323
Carson Wealth (CWM LLC)
Nebraska
$155K +$73.6K +2,086 +90%
QCG
324
Quadrant Capital Group
Ohio
$154K +$40.7K +1,153 +36%
MA
325
Montag & Associates
Georgia
$128K -$69.8K -1,974 -35%