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NNN REIT
NNN

Overview Fund Activity

444 hedge funds and large institutions have $7.15B invested in NNN REIT in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 144 increasing their positions, 153 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
+36
Holders Change %
+8.82%
% of All Funds
6.51%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
91
Increased
144
Reduced
153
Closed
49
Calls
$21.5M
Puts
$2.3M
Net Calls
+$19.2M
Net Calls Change
+$6.2M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
$144M
2
CIM
Centersquare Investment Management
Pennsylvania
$118M
3
RIM
Rush Island Management
New York
$195M
4
Morgan Stanley
Morgan Stanley
New York
$169M
5
Artisan Partners
Artisan Partners
Wisconsin
$55.8M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$110M
2
Millennium Management
Millennium Management
New York
$31.2M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$106M
4
UBS Group
UBS Group
Switzerland
$8.78M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
376
North Star Investment Management
Illinois
$21.6K – – –
SJIM
377
St. Johns Investment Management
Florida
$21.6K – – –
AF
378
Advisornet Financial
Minnesota
$20.9K – – –
RFA
379
Resurgent Financial Advisors
Georgia
$20.9K -$19.2K -445 -48%
WAG
380
Wiser Advisor Group
Arizona
$19.9K +$19.9K +462 New
BWL
381
Bogart Wealth LLC
Virginia
$19.3K – – –
TH
382
TCTC Holdings
Texas
$19.1K +$19.1K +444 New
SL
383
Salomon & Ludwin
Virginia
$18.9K – – –
MPWT
384
MassMutual Private Wealth & Trust
Connecticut
$16.8K +$9.53K +221 +131%
Loomis, Sayles & Company
385
Loomis, Sayles & Company
Massachusetts
$16K -$1.13K -27 -7%
HFS
386
Hantz Financial Services
Michigan
$16K – – –
EC
387
EntryPoint Capital
New York
$15.9K +$15.9K +370 New
T
388
Tidemark
California
$15.9K +$15.9K +370 New
QL
389
Quarry LP
New York
$14.3K -$6.77K -157 -32%
QC
390
Quent Capital
New York
$13.6K +$5.09K +118 +60%
AWM
391
AllSquare Wealth Management
New York
$12.9K – – –
MFT
392
Moisand Fitzgerald Tamayo
Florida
$12.9K -$7.84K -182 -38%
CWA
393
Core Wealth Advisors
Florida
$12.6K +$3.06K +71 +32%
AssetMark Inc
394
AssetMark Inc
California
$12.4K +$12.4K +287 New
JFA
395
JNBA Financial Advisors
Minnesota
$12K – – –
Bessemer Group
396
Bessemer Group
New Jersey
$12K +$7K +172 +140%
PS
397
Planned Solutions
California
$11K +$11K +256 New
PFA
398
Pathway Financial Advisers
Indiana
$10.8K +$1.12K +26 +12%
SC
399
Stephens Consulting
Michigan
$10.3K – – –
TWM
400
Tradition Wealth Management
Minnesota
$10K +$860 +19 +9%
14 15
16
17 18