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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
MGIM
376
M&G Investment Management
United Kingdom
$5.23K +$521K +11,083 +10%
GEA
377
Glen Eagle Advisors
New Jersey
$4.75K
AW
378
Avion Wealth
Texas
$4K
BWA
379
BDO Wealth Advisors
Florida
$4K
GLLW
380
Graves Light Lenhart Wealth
Virginia
$4K
MPWT
381
MassMutual Private Wealth & Trust
Connecticut
$4K
JCM
382
Jacobi Capital Management
Pennsylvania
$4K +$4K +85 New
APC
383
Aspire Private Capital
North Carolina
$4K +$4.47K +95 New
SWA
384
Sutton Wealth Advisors
Florida
$3.67K
TPCW
385
TD Private Client Wealth
New York
$3.63K
ZB
386
Zions Bancorporation
Utah
$3K -$5.08K -108 -61%
OSAM
387
O'Shaughnessy Asset Management
Connecticut
$3K -$1.93K -41 -37%
EARNEST Partners
388
EARNEST Partners
Georgia
$3K
FCM
389
Firestone Capital Management
Florida
$3K
PWMG
390
Prestige Wealth Management Group
New Jersey
$3K
TFO
391
Tarbox Family Office
California
$3K
WT
392
Washington Trust
Rhode Island
$3K
PPWM
393
PFG Private Wealth Management
Florida
$3K +$3.43K +73 New
Koshinski Asset Management
394
Koshinski Asset Management
Illinois
$2.98K +$3.25K +69 New
APA
395
American Portfolios Advisors
New York
$2.88K
RFA
396
Reilly Financial Advisors
California
$2K
AWA
397
Arkadios Wealth Advisors
Georgia
$1K
HIA
398
Harbor Investment Advisory
Maryland
$1K
BIA
399
Bell Investment Advisors
California
$1K +$1.27K +27 New
BBHC
400
Brown Brothers Harriman & Co
New York
$449