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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 %
LFG
401
Larson Financial Group
Missouri
$9.84K +$129 +3 +1%
VWM
402
Venturi Wealth Management
Texas
$9.48K +$6.77K +157 +249%
HPC
403
HM Payson & Co
Maine
$9.27K – – –
TCWA
404
Turtle Creek Wealth Advisors
Texas
$9.22K +$9.22K +214 New
HGERS
405
Householder Group Estate & Retirement Specialist
Arizona
$8K – – –
CFB
406
Cullen/Frost Bankers
Texas
$7.76K – – –
PB
407
Pinnacle Bancorp
Nebraska
$7.72K – – –
N
408
Natixis
France
$7.41K +$7.41K +172 New
IGWM
409
ICA Group Wealth Management
Colorado
$6.38K +$6.38K +148 New
B
410
Birchbrook
Maine
$6.03K +$6.03K +140 New
AW
411
Avion Wealth
Texas
$6K +$85 +2 +1%
CAS
412
Coppell Advisory Solutions
Texas
$5.6K -$3.02K -70 -35%
IPW
413
Impact Partnership Wealth
Georgia
$5.17K -$242K -5,625 -98%
BTI
414
Blue Trust Inc
Georgia
$5K +$5K +130 New
BIA
415
Bell Investment Advisors
California
$4.74K +$3.58K +83 +307%
CIA
416
Cape Investment Advisory
Georgia
$4.31K – – –
CP
417
Castleview Partners
Texas
$4.22K +$3.32K +77 +367%
HI
418
Harbour Investments
Wisconsin
$4.14K +$4.14K +96 New
APC
419
Aspire Private Capital
North Carolina
$4.09K – – –
PVH
420
Psagot Value Holdings
Israel
$4K +$4K +88 New
National Bank of Canada
421
National Bank of Canada
Quebec, Canada
$3.92K -$2.06M -47,364 -100%
GA
422
GoalVest Advisory
New York
$3.88K -$9.05K -210 -70%
GWS
423
Glassman Wealth Services
Virginia
$3.88K +$3.71K +86 +2,150%
ANBT
424
American National Bank & Trust
Texas
$3.58K +$3.58K +83 New
BGAI
425
Bruce G. Allen Investments
Colorado
$3.53K +$3.53K +82 New
15 16
17
18 19