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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
CA
426
CoreCap Advisors
Michigan
$4.36K +$4.25K +102 New
CIA
427
Cape Investment Advisory
Georgia
$4.27K
HI
428
Harbour Investments
Wisconsin
$4.1K
APC
429
Aspire Private Capital
North Carolina
$4.06K
Simplex Trading
430
Simplex Trading
Illinois
$4K +$4.33K +104 New
BGAI
431
Bruce G. Allen Investments
Colorado
$3.5K
WTA
432
Washington Trust Advisors
Massachusetts
$3.47K +$3.37K +81 New
FMII
433
Farmers & Merchants Investments Inc
Nebraska
$3.42K
PFBT
434
Parkside Financial Bank & Trust
Missouri
$3.33K +$333 +8 +11%
CA
435
Crewe Advisors
Utah
$2.91K +$2.83K +68 New
CWP
436
Concord Wealth Partners
Virginia
$2.91K +$2.83K +68 New
SA
437
SRH Advisors
Kansas
$2.86K +$2.79K +67 New
MG
438
Mather Group
Illinois
$2.85K +$2.75K +66 New
PWMG
439
Prestige Wealth Management Group
New Jersey
$2.74K
RG
440
Retirement Group
California
$2.26K +$42 +1 +2%
CJ
441
Caitlin John
Michigan
$1.55K
PCMC
442
Planning Capital Management Corporation
Pennsylvania
$1.37K +$1.33K +32 New
A
443
AlphaQuest
New York
$1.32K +$1.29K +31 New
S
444
Sachetta
Massachusetts
$1.25K
CAL
445
Capital Advisors Ltd
Ohio
$1K +$291 +7 +70%
HI
446
Horizon Investments
North Carolina
$843 +$499 +12 +150%
PWMG
447
Private Wealth Management Group
New Jersey
$770
HIA
448
Harbor Investment Advisory
Maryland
$556
MCM
449
MV Capital Management
Maryland
$129 +$42 +1 +50%
Citadel Advisors
450
Citadel Advisors
Florida
-$44.6M -1,071,835 Closed

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.