We are live on ! Find out more
NNN icon

NNN REIT

539 hedge funds and large institutions have $7.5B invested in NNN REIT in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 236 increasing their positions, 139 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $5.96M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

70% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 139

67% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 46

8% more capital invested

Capital invested by funds: $6.94B → $7.5B (+$557M)

4% more funds holding

Funds holding: 520539 (+19)

1.42% more ownership

Funds ownership: 92.31%93.73% (+1.4%)

Holders
539
Holders Change
+19
Holders Change %
+3.65%
% of All Funds
6.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
77
Increased
236
Reduced
139
Closed
46
Calls
$12.9M
Puts
$5.96M
Net Calls
+$6.99M
Net Calls Change
+$4.52M
Name Holding Trade Value Shares
Change
Change in
Stake
Calamos Advisors
351
Calamos Advisors
Illinois
$310K +$318K +7,384 New
CWM
352
Calamos Wealth Management
Illinois
$310K +$318K +7,384 New
CRWM
353
Castle Rock Wealth Management
California
$308K
BHC
354
Bull Harbor Capital
Maryland
$293K +$301K +6,981 New
DC
355
Davenport & Co
Virginia
$292K
CIAM
356
Caitong International Asset Management
Hong Kong
$291K +$258K +5,980 +629%
CAG
357
Crestwood Advisors Group
Massachusetts
$289K +$35.7K +829 +14%
SI
358
Stephens Inc
Arkansas
$286K +$293K +6,805 New
TPCW
359
TD Private Client Wealth
New York
$278K +$285K +6,605 New
BFG
360
Beto Financial Group
Idaho
$277K
BFM
361
Boothbay Fund Management
New York
$277K +$62.6K +1,453 +28%
EWA
362
EverSource Wealth Advisors
Alabama
$275K +$28.4K +658 +11%
DADC
363
D.A. Davidson & Co
Montana
$274K -$17.2K -400 -6%
GCM
364
Gables Capital Management
Florida
$271K -$28K -650 -9%
CRC
365
Curi RMB Capital
Illinois
$271K -$114K -2,650 -29%
CS
366
Capital Square
Tennessee
$267K -$377K -8,758 -59%
SCM
367
Shelton Capital Management
Colorado
$263K -$20.3K -472 -7%
VAM
368
Verity Asset Management
North Carolina
$263K +$42.9K +995 +19%
PCA
369
Pallas Capital Advisors
Massachusetts
$262K -$240K -5,581 -47%
MG
370
Mather Group
Illinois
$255K +$261K +6,056 New
FTWA
371
Fifth Third Wealth Advisors
Ohio
$252K +$10.8K +251 +4%
FA
372
Fiduciary Alliance
South Carolina
$249K +$2.54K +59 +1%
CIBC Asset Management
373
CIBC Asset Management
Ontario, Canada
$246K
AWA
374
Arkadios Wealth Advisors
Georgia
$245K +$251K +5,820 New
SHFA
375
SC&H Financial Advisors
Maryland
$241K