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NNN REIT

520 hedge funds and large institutions have $6.94B invested in NNN REIT in 2025 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 184 increasing their positions, 185 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 53

31% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $7.86M

3% more funds holding

Funds holding: 506520 (+14)

2.25% more ownership

Funds ownership: 90.06%92.31% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 185

4% less capital invested

Capital invested by funds: $7.22B → $6.94B (-$278M)

Holders
520
Holders Change
+14
Holders Change %
+2.77%
% of All Funds
6.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
74
Increased
184
Reduced
185
Closed
53
Calls
$10.3M
Puts
$7.86M
Net Calls
+$2.46M
Net Calls Change
-$4.12M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
401
SJS Investment Consulting
Ohio
$53K +$9.26K +226 +20%
IWM
402
Inlight Wealth Management
Georgia
$52.9K
SWM
403
Spire Wealth Management
Virginia
$52.4K
BGAI
404
Bruce G. Allen Investments
Colorado
$51.2K +$5.17K +126 +11%
TFA
405
Transamerica Financial Advisors
Florida
$49.1K +$16.8K +410 +49%
TWD
406
True Wealth Design
Ohio
$49K -$23.8K -581 -32%
OWP
407
ORG Wealth Partners
Texas
$47K
SAM
408
Smartleaf Asset Management
Massachusetts
$46.5K -$3.52K -86 -7%
DB
409
Danske Bank
Denmark
$43.6K -$1.12M -27,373 -96%
CTC
410
Central Trust Company
Missouri
$43.6K
CIBC Private Wealth Group
411
CIBC Private Wealth Group
Georgia
$43.6K +$9.92K +242 +28%
GRP
412
Global Retirement Partners
California
$43.5K +$40.4K +986 +888%
TC
413
Truvestments Capital
Florida
$43K +$123 +3 +0.3%
HWM
414
Horizons Wealth Management
North Carolina
$38.6K
Los Angeles Capital Management
415
Los Angeles Capital Management
California
$38.2K +$38.4K +936 New
CIAM
416
Caitong International Asset Management
Hong Kong
$37.7K +$10.3K +251 +36%
CAL
417
Capital Advisors Ltd
Ohio
$37K +$12.7K +310 +49%
FUBT
418
First United Bank & Trust
Maryland
$35.7K
AT
419
Avalon Trust
New Mexico
$32.4K
HBW
420
Hazlett, Burt & Watson
West Virginia
$32K +$9.22K +225 +39%
CA
421
Clearstead Advisors
Ohio
$31.9K -$83.6K -2,040 -72%
VSQM
422
V-Square Quantitative Management
Illinois
$30.9K +$31.9K +779 New
QL
423
Quarry LP
New York
$30K +$21.3K +520 +220%
LFG
424
Larson Financial Group
Missouri
$28.6K +$16.7K +407 +130%
Loomis, Sayles & Company
425
Loomis, Sayles & Company
Massachusetts
$27.8K