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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
GJWM
401
Gilliland Jeter Wealth Management
Arkansas
$14.9K +$14.5K +348 New
RA
402
Rise Advisors
New York
$14.2K +$13.9K +333 New
Loomis, Sayles & Company
403
Loomis, Sayles & Company
Massachusetts
$14K -$2.33K -56 -15%
QC
404
Quent Capital
New York
$13.8K +$291 +7 +2%
PP
405
Pingora Partners
Wyoming
$13.2K +$12.9K +310 New
AWM
406
AllSquare Wealth Management
New York
$12.8K
CHC
407
City Holding Co
West Virginia
$12.8K +$12.5K +300 New
MFT
408
Moisand Fitzgerald Tamayo
Florida
$12.8K
CWAF
409
Core Wealth Advisors (Florida)
Florida
$12.5K
PMFA
410
Plante Moran Financial Advisors
Michigan
$12.4K +$12.1K +290 New
JFA
411
JNBA Financial Advisors
Minnesota
$11.9K
SAM
412
Smartleaf Asset Management
Massachusetts
$11.3K +$11.1K +266 New
SC
413
Stephens Consulting
Michigan
$10.3K
B
414
Birchbrook
Maine
$10.3K +$4.16K +100 +71%
HPC
415
HM Payson & Co
Maine
$9.19K
N
416
Natixis
France
$9.02K +$1.62K +39 +23%
HGERS
417
Householder Group Estate & Retirement Specialist
Arizona
$8.55K
AW
418
Avion Wealth
Texas
$8K +$999 +24 +17%
CFB
419
Cullen/Frost Bankers
Texas
$7.69K
PB
420
Pinnacle Bancorp
Nebraska
$7.65K
LFA
421
LGT Financial Advisors
Texas
$7.61K +$4.7K +113 +174%
CP
422
Castleview Partners
Texas
$6.54K +$2.29K +55 +56%
IGWM
423
ICA Group Wealth Management
Colorado
$6.33K
BIA
424
Bell Investment Advisors
California
$4.7K
UB
425
UMB Bank
Missouri
$4.57K +$4.45K +107 New

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.