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NNN REIT

488 hedge funds and large institutions have $7.04B invested in NNN REIT in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 191 increasing their positions, 167 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $7.97M | Put options by funds: $4.58M

14% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 167

0.36% less ownership

Funds ownership: 92.25%91.89% (-0.36%)

8% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 65

2% less funds holding

Funds holding: 498488 (-10)

14% less capital invested

Capital invested by funds: $8.21B → $7.04B (-$1.18B)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
488
Holders Change
-10
Holders Change %
-2.01%
% of All Funds
6.43%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
60
Increased
191
Reduced
167
Closed
65
Calls
$7.97M
Puts
$4.58M
Net Calls
+$3.39M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
301
SC&H Financial Advisors
Maryland
$319K -$92.6K -2,090 -21%
GIM
302
Gold Investment Management
Alberta, Canada
$314K
PAS
303
Park Avenue Securities
New York
$314K -$667K -15,057 -66%
US Bancorp
304
US Bancorp
Minnesota
$312K -$5.67K -128 -2%
OSAM
305
O'Shaughnessy Asset Management
Connecticut
$306K -$267K -6,026 -45%
RBC
306
Romano Brothers & Co
Illinois
$306K -$8.86K -200 -3%
FNBOMD
307
First National Bank of Mount Dora
Florida
$305K +$7.88K +178 +2%
AA
308
ALPS Advisors
Colorado
$296K +$321K +7,250 New
SI
309
Stephens Inc
Arkansas
$293K +$6.42K +145 +2%
PAM
310
Panagora Asset Management
Massachusetts
$290K -$2.08K -47 -0.7%
GSEP
311
Golden State Equity Partners
California
$285K +$306K +6,918 +10,325%
SCM
312
Shelton Capital Management
Colorado
$283K -$18.1K -409 -6%
ADMI
313
Albert D. Mason Inc
Massachusetts
$282K +$5.09K +115 +2%
HFS
314
Hantz Financial Services
Michigan
$281K +$51.9K +1,173 +21%
IPW
315
Impact Partnership Wealth
Georgia
$281K +$11.1K +250 +4%
VCM
316
Virtue Capital Management
Tennessee
$278K
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$278K +$354 +8 +0.1%
KBC Group
318
KBC Group
Belgium
$273K +$84.3K +1,903 +40%
ACI
319
Alpha Cubed Investments
California
$273K +$5.09K +115 +2%
HH
320
Hilltop Holdings
Texas
$267K +$266 +6 +0.1%
CCM
321
Coldstream Capital Management
Washington
$263K -$399 -9 -0.1%
LCWP
322
Legacy Capital Wealth Partners
Arkansas
$262K -$8.55K -193 -3%
PA
323
PSI Advisors
Florida
$260K +$3.85K +87 +1%
WAP
324
Wealthcare Advisory Partners
Pennsylvania
$255K
ONSWM
325
Old North State Wealth Management
North Carolina
$251K +$16.1K +364 +6%

NNN Hedge Fund Activity: Q4 2024 in Review

488 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NNN REIT (NNN) for Q4 2024, worth a combined $7.04B — down 14% from $8.21B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of NNN and 60 opened new positions — a net loss of 5 holders — while 167 trimmed existing stakes and 191 added.

The largest buyer was Fidelity Investments, adding an estimated $129M. The largest seller was Royal Bank of Canada, cutting an estimated $65.1M.

  • 488 institutional investors held NNN REIT (NNN) as of Q4 2024, down from 498 in Q3 2024.
  • Funds reported $7.04B of NNN REIT stock for Q4 2024, down 14% quarter-over-quarter.
  • 60 funds opened new NNN REIT positions in Q4 2024 and 65 closed out, a net change of -5 holders.
  • The largest NNN REIT buyer in Q4 2024 was Fidelity Investments, an estimated $129M added.
  • The largest NNN REIT seller in Q4 2024 was Royal Bank of Canada, an estimated $65.1M sold.

Based on aggregated 13F filings for Q4 2024.