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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
ADMI
301
Albert D. Mason Inc
Massachusetts
$292K -$22.3K -535 -7%
FPAS
302
Focus Partners Advisor Solutions
Missouri
$290K +$31.4K +755 +13%
SCM
303
Stevens Capital Management
Pennsylvania
$289K +$281K +6,760 New
TC
304
TownSquare Capital
Utah
$286K +$278K +6,690 New
SIC
305
Samalin Investment Counsel
New York
$286K +$278K +6,688 New
MIM
306
Morningstar Investment Management
Illinois
$285K
IPW
307
Impact Partnership Wealth
Georgia
$282K +$269K +6,474 +5,395%
VCM
308
Virtue Capital Management
Tennessee
$279K +$283K +6,812 New
Carson Wealth (CWM LLC)
309
Carson Wealth (CWM LLC)
Nebraska
$271K -$9.95K -239 -4%
PA
310
PSI Advisors
Florida
$262K +$3.5K +84 +1%
TI
311
Tidal Investments
Wisconsin
$257K +$251K +6,023 New
CCM
312
Coldstream Capital Management
Washington
$257K +$4.99K +120 +2%
PA
313
Profund Advisors
Maryland
$256K +$25.7K +618 +11%
LFAS
314
Level Four Advisory Services
Texas
$255K
Baird Financial Group
315
Baird Financial Group
Wisconsin
$254K -$39.2K -942 -14%
LCM
316
Landscape Capital Management
New Jersey
$250K -$531K -12,768 -69%
HNB
317
Huntington National Bank
Ohio
$248K
AWS
318
Atria Wealth Solutions
New York
$245K +$18.9K +454 +9%
MLICM
319
Metropolitan Life Insurance Company (MetLife)
New York
$241K +$2.04K +49 +0.9%
Marshall Wace
320
Marshall Wace
United Kingdom
$239K -$1.49M -35,899 -87%
MWM
321
Mission Wealth Management
California
$238K
CRWM
322
Castle Rock Wealth Management
California
$238K +$8.86K +213 +4%
PA
323
Parallel Advisors
California
$237K -$1.29K -31 -0.6%
PTC
324
Private Trust Company
Ohio
$234K -$43.8K -1,052 -16%
CAM
325
Campion Asset Management
Virginia
$233K

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.