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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
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$1.32M -$172K -4,122 -12%
Wealth Enhancement Advisory Services
177
Wealth Enhancement Advisory Services
Minnesota
$1.3M -$59.6K -1,432 -4%
Holocene Advisors
178
Holocene Advisors
New York
$1.23M -$673K -16,177 -36%
JF
179
Jump Financial
Illinois
$1.22M +$957K +22,993 +409%
AG
180
Ascent Group
Virginia
$1.21M +$13.7K +328 +1%
BPA
181
Beacon Pointe Advisors
California
$1.2M +$18.7K +449 +2%
Canada Pension Plan Investment Board
182
Canada Pension Plan Investment Board
Ontario, Canada
$1.2M +$1.17M +28,000 New
Pacer Advisors
183
Pacer Advisors
Pennsylvania
$1.18M -$304K -7,305 -21%
M&T Bank
184
M&T Bank
New York
$1.13M +$42K +1,009 +4%
PS
185
Pensionfund Sabic
Netherlands
$1.11M +$1.08M +26,000 New
PAS
186
Park Avenue Securities
New York
$1.08M -$4.58K -110 -0.4%
VU
187
Vanderbilt University
Tennessee
$1.07M +$697K +16,754 +200%
CAN
188
Cetera Advisor Networks
California
$1.06M -$77.8K -1,870 -7%
JWM
189
Jeppson Wealth Management
California
$1.03M +$41.6K +999 +4%
CAC
190
Certified Advisory Corp
Florida
$1.03M +$5.95K +143 +0.6%
CS
191
Capital Square
Tennessee
$1.01M -$447K -10,745 -31%
X
192
Xponance
Pennsylvania
$999K +$28.8K +692 +3%
SEP
193
Southland Equity Partners
Missouri
$997K +$74.3K +1,785 +8%
WB
194
WesBanco Bank
West Virginia
$992K +$5.83K +140 +0.6%
NAM
195
Nissay Asset Management
Japan
$976K +$24.1K +579 +3%
Corient Private Wealth
196
Corient Private Wealth
Florida
$974K -$157K -3,778 -14%
MFS
197
Mirabella Financial Services
United Kingdom
$952K +$698K +16,774 +305%
GAA
198
Global Assets Advisory
Florida
$939K +$1.65M +39,701 New
PCM
199
Penserra Capital Management
California
$903K +$108K +2,592 +14%
KAS
200
Kestra Advisory Services
Texas
$886K +$862K +20,722 New

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.