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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
DF
426
DecisionPoint Financial
Arizona
$16.3K
T
427
Tidemark
California
$15.9K +$266 +6 +2%
LWANC
428
Laurel Wealth Advisors (North Carolina)
North Carolina
$15.5K
RIL
429
Rothschild Investment LLC
Illinois
$15K
AF
430
Advisornet Financial
Minnesota
$14.5K +$44 +1 +0.3%
RA
431
Rise Advisors
New York
$14.2K +$177 +4 +1%
BIG
432
Brooklyn Investment Group
New York
$13.6K +$266 +6 +2%
CP
433
Castleview Partners
Texas
$13K +$886 +20 +7%
RWM
434
Rialto Wealth Management
New York
$12.9K +$14K +317 New
SS
435
Sunbelt Securities
Texas
$12.3K -$4.29K -97 -24%
AWM
436
AllSquare Wealth Management
New York
$12.3K
WWP
437
WR Wealth Planners
Missouri
$12.3K
SFGP
438
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$12.3K +$13.3K +300 New
CHC
439
City Holding Co
West Virginia
$12.3K
Jones Financial Companies
440
Jones Financial Companies
Missouri
$12.2K +$8.24K +186 +165%
JFA
441
JNBA Financial Advisors
Minnesota
$11.4K
API
442
Asset Planning Inc
California
$10.4K +$11.2K +253 New
B
443
Birchbrook
Maine
$9.8K
SC
444
Stephens Consulting
Michigan
$9.8K
HPC
445
HM Payson & Co
Maine
$8.78K
RFS
446
Richardson Financial Services
Massachusetts
$8.68K -$94.3K -2,130 -91%
HGERS
447
Householder Group Estate & Retirement Specialist
Arizona
$8K
N
448
Natixis
France
$7.48K +$8.1K +183 New
PB
449
Pinnacle Bancorp
Nebraska
$7.31K
SAM
450
Synergy Asset Management
Washington
$7.22K +$6.6K +149 New

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.