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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.08B +$12M +271,758 +1%
BlackRock
2
BlackRock
New York
$924M +$37.8M +853,805 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$648M +$129M +2,910,402 +22%
State Street
4
State Street
Massachusetts
$493M +$27.9M +630,219 +6%
Victory Capital Management
5
Victory Capital Management
Texas
$478M -$25.9M -585,868 -5%
Principal Financial Group
6
Principal Financial Group
Iowa
$217M -$40.7M -919,304 -15%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$145M +$4.29M +96,919 +3%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$135M -$1.87M -42,192 -1%
RIM
9
Rush Island Management
New York
$123M +$11.6M +262,625 +10%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$114M +$828K +18,705 +0.7%
CIM
11
Centersquare Investment Management
Pennsylvania
$113M -$6.58M -148,625 -5%
Federated Hermes
12
Federated Hermes
Pennsylvania
$111M +$18.4M +414,491 +18%
Charles Schwab
13
Charles Schwab
California
$106M +$4.16M +93,862 +4%
JP Morgan Chase
14
JP Morgan Chase
New York
$102M -$10.1M -229,202 -8%
Morgan Stanley
15
Morgan Stanley
New York
$94.2M +$6.64M +149,964 +7%
Norges Bank
16
Norges Bank
Norway
$94M +$3.59M +81,159 +4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$87.1M +$2.93M +66,090 +3%
Northern Trust
18
Northern Trust
Illinois
$83.6M +$23.2M +522,858 +34%
MIP
19
Mondrian Investment Partners
United Kingdom
$72.3M -$1.5M -33,966 -2%
VNIM
20
Vaughan Nelson Investment Management
Texas
$60.9M +$2.12M +47,971 +3%
LPC
21
Long Pond Capital
New York
$60.6M -$13.7M -309,227 -17%
EIC
22
Equity Investment Corp
Georgia
$58.9M +$280K +6,316 +0.4%
Citadel Advisors
23
Citadel Advisors
Florida
$52.9M +$57.4M +1,295,356 +248,152%
Artisan Partners
24
Artisan Partners
Wisconsin
$51.2M +$28.6K +646 +0.1%
UBS AM
25
UBS AM
Illinois
$49.5M +$1.98M +44,733 +4%

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.