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NNN REIT

488 hedge funds and large institutions have $7.04B invested in NNN REIT in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 191 increasing their positions, 167 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $7.97M | Put options by funds: $4.58M

14% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 167

0.36% less ownership

Funds ownership: 92.25%91.89% (-0.36%)

8% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 65

2% less funds holding

Funds holding: 498488 (-10)

14% less capital invested

Capital invested by funds: $8.21B → $7.04B (-$1.18B)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
488
Holders Change
-10
Holders Change %
-2.01%
% of All Funds
6.43%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
60
Increased
191
Reduced
167
Closed
65
Calls
$7.97M
Puts
$4.58M
Net Calls
+$3.39M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SFCL
376
Strengthening Families & Communities LLC
Massachusetts
$78K -$2.72M -61,327 -97%
Fifth Third Bancorp
377
Fifth Third Bancorp
Ohio
$75.5K -$12.1K -274 -13%
WAM
378
Wolverine Asset Management
Illinois
$73.5K
PS
379
Principal Securities
Iowa
$73K -$43K -971 -35%
AAP
380
Arax Advisory Partners
Colorado
$72.9K +$41.6K +940 +111%
EPW
381
Endeavor Private Wealth
Kansas
$71K +$76.9K +1,737 New
VCM
382
Versant Capital Management
Arizona
$69K +$7.13K +161 +11%
BF
383
BOK Financial
Oklahoma
$68.4K
APF
384
Alaska Permanent Fund
Alaska
$65.9K
LI
385
LRI Investments
Florida
$65.9K
HWA
386
Heritage Wealth Advisors
Virginia
$65.4K
SWM
387
Spire Wealth Management
Virginia
$63.1K
NFSG
388
Newbridge Financial Services Group
Florida
$61.3K +$66.4K +1,500 New
Fidelity International
389
Fidelity International
Bermuda
$60K +$1.15K +26 +2%
GWM
390
Geneos Wealth Management
Colorado
$58.2K -$75.9K -1,715 -55%
SAM
391
Smartleaf Asset Management
Massachusetts
$54.1K +$26.7K +603 +82%
C
392
Covestor
United Kingdom
$54K -$310 -7 -0.5%
Loomis, Sayles & Company
393
Loomis, Sayles & Company
Massachusetts
$54K
SOW
394
State of Wyoming
Wyoming
$52.8K -$81.4K -1,838 -59%
Bessemer Group
395
Bessemer Group
New Jersey
$52K +$11.4K +257 +25%
CFGS
396
Concourse Financial Group Securities
Alabama
$49.8K -$409K -9,229 -88%
AFM
397
Aspetuck Financial Management
Connecticut
$49.8K +$54K +1,220 New
BGAI
398
Bruce G. Allen Investments
Colorado
$47.6K +$1.64K +37 +3%
CTC
399
Central Trust Company
Missouri
$44.9K
MEG
400
Millstone Evans Group
Colorado
$41.8K +$45.3K +1,023 New

NNN Hedge Fund Activity: Q4 2024 in Review

488 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NNN REIT (NNN) for Q4 2024, worth a combined $7.04B — down 14% from $8.21B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of NNN and 60 opened new positions — a net loss of 5 holders — while 167 trimmed existing stakes and 191 added.

The largest buyer was Fidelity Investments, adding an estimated $129M. The largest seller was Royal Bank of Canada, cutting an estimated $65.1M.

  • 488 institutional investors held NNN REIT (NNN) as of Q4 2024, down from 498 in Q3 2024.
  • Funds reported $7.04B of NNN REIT stock for Q4 2024, down 14% quarter-over-quarter.
  • 60 funds opened new NNN REIT positions in Q4 2024 and 65 closed out, a net change of -5 holders.
  • The largest NNN REIT buyer in Q4 2024 was Fidelity Investments, an estimated $129M added.
  • The largest NNN REIT seller in Q4 2024 was Royal Bank of Canada, an estimated $65.1M sold.

Based on aggregated 13F filings for Q4 2024.