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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
MIFH
376
Migdal Insurance & Financial Holdings
Israel
$43K -$15.4K -369 -27%
Bessemer Group
377
Bessemer Group
New Jersey
$42K +$29.1K +699 +237%
VWM
378
Venturi Wealth Management
Texas
$38.8K +$28.6K +688 +313%
FUBT
379
First United Bank & Trust
Maryland
$38.5K
CIBC Private Wealth Group
380
CIBC Private Wealth Group
Georgia
$35.9K +$35.4K +850 New
VAG
381
VisionPoint Advisory Group
Texas
$34.6K -$2.25K -54 -6%
LI
382
LRI Investments
Florida
$34.4K +$33.5K +804 New
KFI
383
Key Financial Inc
Pennsylvania
$34.2K
LC
384
Lindbrook Capital
California
$32.2K
W
385
WealthCollab
Washington
$25.7K
SWS
386
SYSTM Wealth Solutions
Illinois
$24.1K +$23.4K +563 New
SS
387
Sunbelt Securities
Texas
$23.1K -$12.1K -290 -35%
WPWM
388
Western Pacific Wealth Management
Illinois
$21.6K
NSIM
389
North Star Investment Management
Illinois
$21.4K
WAG
390
Wiser Advisor Group
Arizona
$19.7K
QL
391
Quarry LP
New York
$19.5K +$5.2K +125 +38%
BWL
392
Bogart Wealth LLC
Virginia
$19.1K
TH
393
TCTC Holdings
Texas
$19K
WWP
394
WR Wealth Planners
Missouri
$17.1K +$16.6K +400 New
MPWT
395
MassMutual Private Wealth & Trust
Connecticut
$16.7K
DF
396
DecisionPoint Financial
Arizona
$16.3K +$16.6K +400 New
T
397
Tidemark
California
$16K +$208 +5 +1%
RIL
398
Rothschild Investment LLC
Illinois
$15.6K +$15.2K +366 New
AF
399
Advisornet Financial
Minnesota
$15.2K -$5.45K -131 -27%
GRP
400
Global Retirement Partners
California
$15.1K -$7.49K -180 -34%

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.