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NNN REIT

404 hedge funds and large institutions have $6.52B invested in NNN REIT in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 145 increasing their positions, 130 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 36

12% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 130

1% more funds holding

Funds holding: 400404 (+4)

2.74% less ownership

Funds ownership: 88.84%86.1% (-2.7%)

11% less capital invested

Capital invested by funds: $7.28B → $6.52B (-$765M)

34% less call options, than puts

Call options by funds: $11.7M | Put options by funds: $17.8M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
404
Holders Change
+4
Holders Change %
+1%
% of All Funds
7.07%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
44
Increased
145
Reduced
130
Closed
36
Calls
$11.7M
Puts
$17.8M
Net Calls
-$6.04M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MFT
351
Moisand Fitzgerald Tamayo
Florida
$21K
SOW
352
State of Wyoming
Wyoming
$20K -$659 -14 -3%
SIS
353
Sound Income Strategies
Florida
$20K
PB
354
Pinnacle Bancorp
Nebraska
$19K
BCA
355
Berman Capital Advisors
Georgia
$16K -$847 -18 -4%
JFA
356
JNBA Financial Advisors
Minnesota
$16K
AF
357
Advisornet Financial
Minnesota
$15K +$16.7K +355 New
LC
358
Lindbrook Capital
California
$14K +$2.21K +47 +17%
Bessemer Group
359
Bessemer Group
New Jersey
$13K
NFG
360
Next Financial Group
Texas
$13K
TWM
361
Tradition Wealth Management
Minnesota
$13K
JMF
362
Johnson Midwest Financial
Iowa
$12K +$94 +2 +0.7%
AL
363
ADE LLC
Maryland
$11K
BWL
364
Bogart Wealth LLC
Virginia
$11K
COCM
365
Charter Oak Capital Management
New Hampshire
$11K
TWA
366
TCI Wealth Advisors
Arizona
$10K +$10.1K +215 +1,265%
ST
367
Smithfield Trust
Pennsylvania
$8K
RCA
368
Ranch Capital Advisors
Florida
$8K +$8.75K +186 New
Nisa Investment Advisors
369
Nisa Investment Advisors
Missouri
$7.4K -$103K -2,191 -1%
SIM
370
Sonora Investment Management
Arizona
$7K
AssetMark Inc
371
AssetMark Inc
California
$7K +$7.76K +165 New
FGAM
372
Financial Gravity Asset Management
Texas
$6K -$4.94K -105 -41%
GWSG
373
GPS Wealth Strategies Group
Colorado
$6K
MAM
374
Meeder Asset Management
Ohio
$6K +$4K +85 +160%
AWM
375
AllSquare Wealth Management
New York
$6K +$7.06K +150 New