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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
DA
476
Duality Advisers
Florida
-$331K -7,686 Closed
CIM
477
Cambria Investment Management
California
-$328K -7,600 Closed
WC
478
Wexford Capital
Florida
-$307K -7,112 Closed
AAS
479
Avantax Advisory Services
Texas
-$302K -7,016 Closed
D.E. Shaw & Co
480
D.E. Shaw & Co
New York
-$290K -6,724 Closed
Walleye Capital
481
Walleye Capital
New York
-$271K -6,291 Closed
O
482
Ossiam
France
-$248K -5,752 Closed
KI
483
Kapitalo Investimentos
Brazil
-$237K -5,495 Closed
FCBT
484
First Citizens Bank & Trust
North Carolina
-$226K -5,235 Closed
SI
485
Stephens Inc
Arkansas
-$213K -4,940 Closed
IWM
486
IHT Wealth Management
Illinois
-$201K -4,656 Closed
BBHC
487
Brown Brothers Harriman & Co
New York
-$190K -4,400 Closed
TVAMP
488
Tennessee Valley Asset Management Partners
Tennessee
-$25.2K -585 Closed
SJIM
489
St. Johns Investment Management
Florida
-$21.6K -500 Closed
RFA
490
Resurgent Financial Advisors
Georgia
-$20.9K -484 Closed
PS
491
Planned Solutions
California
-$11K -256 Closed
LFG
492
Larson Financial Group
Missouri
-$9.84K -228 Closed
TWM
493
Tradition Wealth Management
Minnesota
-$10K -221 Closed
TCWA
494
Turtle Creek Wealth Advisors
Texas
-$9.22K -214 Closed
BTI
495
Blue Trust Inc
Georgia
-$5K -130 Closed
GWS
496
Glassman Wealth Services
Virginia
-$3.88K -90 Closed
GA
497
GoalVest Advisory
New York
-$3.88K -90 Closed
National Bank of Canada
498
National Bank of Canada
Quebec, Canada
-$3.92K -90 Closed
PVH
499
Psagot Value Holdings
Israel
-$4K -88 Closed
ANBT
500
American National Bank & Trust
Texas
-$3.58K -83 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.