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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
LC
401
Lindbrook Capital
California
$41.3K +$13.5K +305 +43%
RTC
402
Riverview Trust Company
Washington
$41.1K
CIBC Private Wealth Group
403
CIBC Private Wealth Group
Georgia
$40.7K +$886 +20 +2%
QL
404
Quarry LP
New York
$40.6K +$25.9K +585 +143%
HWM
405
Horizons Wealth Management
North Carolina
$39.8K
PFG
406
Putney Financial Group
California
$38.1K +$41.3K +932 New
FUBT
407
First United Bank & Trust
Maryland
$36.8K
Optiver Holding
408
Optiver Holding
Netherlands
$33.3K -$16.1K -363 -31%
GM
409
GeoWealth Management
Illinois
$31.6K -$177 -4 -0.5%
WSFS
410
Wilmington Savings Fund Society
Delaware
$31.1K
VSQM
411
V-Square Quantitative Management
Illinois
$30.6K
SSB
412
Sandy Spring Bank
Maryland
$25.5K
UB
413
UMB Bank
Missouri
$25.3K +$1.02K +23 +4%
W
414
WealthCollab
Washington
$24.6K
BC
415
Bayforest Capital
United Kingdom
$23.7K +$25.7K +580 New
MPWT
416
MassMutual Private Wealth & Trust
Connecticut
$22.1K +$4.52K +102 +23%
SL
417
Salomon & Ludwin
Virginia
$21.9K
WPWM
418
Western Pacific Wealth Management
Illinois
$20.6K
NSIM
419
North Star Investment Management
Illinois
$20.4K
BWL
420
Bogart Wealth LLC
Virginia
$20.1K +$1.95K +44 +10%
CA
421
Continuum Advisory
Idaho
$19.9K -$103K -2,320 -83%
Barrow, Hanley, Mewhinney & Strauss
422
Barrow, Hanley, Mewhinney & Strauss
Texas
$19.2K
WAG
423
Wiser Advisor Group
Arizona
$18.9K
TH
424
TCTC Holdings
Texas
$18.1K
QC
425
Quent Capital
New York
$17.9K +$5.14K +116 +36%

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.