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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
PIA
326
Pinion Investment Advisors
Kansas
$227K -$17.5K -420 -7%
CIBC Asset Management
327
CIBC Asset Management
Ontario, Canada
$226K
BAG
328
Bridgewealth Advisory Group
California
$223K -$6.03K -145 -3%
HFS
329
Hantz Financial Services
Michigan
$222K +$201K +4,837 +1,325%
TC
330
Truvestments Capital
Florida
$222K -$1.63M -39,151 -88%
LFG
331
Lockerman Financial Group
California
$222K +$1.62K +39 +0.8%
VFG
332
V2 Financial group
Illinois
$220K
HH
333
Hilltop Holdings
Texas
$219K -$33.3K -800 -13%
SFA
334
Sequoia Financial Advisors
Ohio
$213K +$208K +4,991 New
GI
335
Gradient Investments
Minnesota
$212K -$10.8K -259 -5%
DCM
336
DGS Capital Management
New Jersey
$212K +$206K +4,954 New
Northwestern Mutual Wealth Management
337
Northwestern Mutual Wealth Management
Wisconsin
$210K +$30.9K +743 +18%
BWP
338
Balboa Wealth Partners
Arizona
$203K +$198K +4,750 New
GT
339
Greenleaf Trust
Michigan
$203K +$1.5K +36 +0.8%
BW
340
Bison Wealth
Georgia
$203K +$624 +15 +0.3%
CCT
341
Capital City Trust
Florida
$202K
DSC
342
Duncker Streett & Co
Missouri
$192K
AGWCA
343
Annis Gardner Whiting Capital Advisors
Florida
$185K +$79.4K +1,907 +79%
PFA
344
Pathway Financial Advisers
Indiana
$184K +$168K +4,045 +1,618%
SC
345
Steph & Co
Wisconsin
$170K +$165K +3,966 New
KBC Group
346
KBC Group
Belgium
$161K +$19.1K +460 +14%
Mitsubishi UFJ Trust & Banking
347
Mitsubishi UFJ Trust & Banking
Japan
$155K -$239K -5,749 -61%
MA
348
Montag & Associates
Georgia
$154K
CI Investments Inc
349
CI Investments Inc
Ontario, Canada
$132K +$24K +576 +23%
PS
350
Principal Securities
Iowa
$124K +$19.8K +475 +19%

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.