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NNN REIT

374 hedge funds and large institutions have $5.67B invested in NNN REIT in 2020 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 137 increasing their positions, 131 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $5.21B → $5.67B (+$461M)

5% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 131

0.91% less ownership

Funds ownership: 94.12%93.21% (-0.91%)

3% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 61

1% less funds holding

Funds holding: 379374 (-5)

17% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $12.2M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
374
Holders Change
-5
Holders Change %
-1.32%
% of All Funds
7.67%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
59
Increased
137
Reduced
131
Closed
61
Calls
$10.1M
Puts
$12.2M
Net Calls
-$2.07M
Net Calls Change
-$1.96M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
326
First Manhattan
New York
$17K +$16.3K +500 New
SIS
327
Sound Income Strategies
Florida
$16K
SCA
328
Stonebridge Capital Advisors
Minnesota
$16K
AF
329
Allworth Financial
California
$14K +$12.8K +390 New
MSFP
330
Mark Sheptoff Financial Planning
Connecticut
$13K
BCA
331
Berman Capital Advisors
Georgia
$13K +$6.77K +207 +123%
FWM
332
Focused Wealth Management
New York
$12K +$10.8K +330 New
TCOV
333
Trust Company of Vermont
Vermont
$11K
ZB
334
Zions Bancorporation
Utah
$11K +$4.81K +147 +95%
CB
335
Community Bank
New York
$11K +$9.81K +300 New
JFA
336
JNBA Financial Advisors
Minnesota
$10K
BWL
337
Bogart Wealth LLC
Virginia
$9K
FHA
338
First Horizon Advisors
Tennessee
$9K +$8.7K +266 New
TFA
339
Toth Financial Advisory
Virginia
$8K +$131 +4 +2%
IFAM
340
Institutional & Family Asset Management
Colorado
$8K +$7.72K +236 New
CFA
341
Carroll Financial Associates
North Carolina
$7K
FANJ
342
Financial Architects (New Jersey)
New Jersey
$7K
ST
343
Smithfield Trust
Pennsylvania
$7K
FDCDDQ
344
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.54K -$19.8K -606 -77%
RCA
345
Ranch Capital Advisors
Florida
$6K -$6.12K -187 -50%
BL
346
Balentine LLC
Georgia
$5K +$4.68K +143 New
AIL
347
AGF Investments LLC
Ontario, Canada
$4K -$484K -14,812 -99%
AW
348
Avion Wealth
Texas
$4K
AIC
349
Archer Investment Corporation
Indiana
$3.55K -$17.2K -527 -84%
SWA
350
Sutton Wealth Advisors
Florida
$3.02K -$425 -13 -13%

NNN Hedge Fund Activity: Q2 2020 in Review

374 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in NNN REIT (NNN) for Q2 2020, worth a combined $5.67B — up 8.8% from $5.21B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of NNN and 59 opened new positions — a net loss of 2 holders — while 131 trimmed existing stakes and 137 added.

The largest buyer was State Street, adding an estimated $168M. The largest seller was Victory Capital Management, cutting an estimated $100M.

  • 374 institutional investors held NNN REIT (NNN) as of Q2 2020, down from 379 in Q1 2020.
  • Funds reported $5.67B of NNN REIT stock for Q2 2020, up 8.8% quarter-over-quarter.
  • 59 funds opened new NNN REIT positions in Q2 2020 and 61 closed out, a net change of -2 holders.
  • The largest NNN REIT buyer in Q2 2020 was State Street, an estimated $168M added.
  • The largest NNN REIT seller in Q2 2020 was Victory Capital Management, an estimated $100M sold.

Based on aggregated 13F filings for Q2 2020.