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NNN REIT

481 hedge funds and large institutions have $7.26B invested in NNN REIT in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 187 increasing their positions, 162 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 162

3% more capital invested

Capital invested by funds: $7.04B → $7.26B (+$229M)

2% more call options, than puts

Call options by funds: $8.96M | Put options by funds: $8.8M

3% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 63

1.27% less ownership

Funds ownership: 91.89%90.62% (-1.3%)

1% less funds holding

Funds holding: 488481 (-7)

Holders
481
Holders Change
-7
Holders Change %
-1.43%
% of All Funds
6.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
61
Increased
187
Reduced
162
Closed
63
Calls
$8.96M
Puts
$8.8M
Net Calls
+$158K
Net Calls Change
-$3.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.12B -$37.6K -922 -0%
BlackRock
2
BlackRock
New York
$979M +$12.8M +314,649 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$733M +$53.9M +1,320,437 +8%
State Street
4
State Street
Massachusetts
$512M -$2.78M -68,135 -0.6%
Victory Capital Management
5
Victory Capital Management
Texas
$440M -$56.1M -1,374,741 -12%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$160M +$8.81M +215,815 +6%
RIM
7
Rush Island Management
New York
$141M +$12.4M +302,932 +10%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$139M -$1.86M -45,527 -1%
CIM
9
Centersquare Investment Management
Pennsylvania
$135M +$16.5M +404,246 +15%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$117M -$1.27M -31,187 -1%
Federated Hermes
11
Federated Hermes
Pennsylvania
$115M -$626K -15,345 -0.6%
Charles Schwab
12
Charles Schwab
California
$113M +$1.77M +43,331 +2%
Norges Bank
13
Norges Bank
Norway
$98.8M +$619K +15,163 +0.7%
Morgan Stanley
14
Morgan Stanley
New York
$96.2M -$2.09M -51,229 -2%
Northern Trust
15
Northern Trust
Illinois
$89.2M +$1.79M +43,861 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$88.5M -$2.33M -57,036 -3%
JP Morgan Chase
17
JP Morgan Chase
New York
$87.8M -$17.7M -432,653 -17%
MIP
18
Mondrian Investment Partners
United Kingdom
$77.2M -$1.01M -24,698 -1%
Citadel Advisors
19
Citadel Advisors
Florida
$69.6M +$13.7M +336,674 +26%
VNIM
20
Vaughan Nelson Investment Management
Texas
$67.6M +$3.77M +92,330 +6%
EIC
21
Equity Investment Corp
Georgia
$61.5M -$8.28K -203 -0%
UBS AM
22
UBS AM
Illinois
$58.7M +$6.75M +165,410 +14%
Artisan Partners
23
Artisan Partners
Wisconsin
$53.9M +$474K +11,624 +0.9%
AQR Capital Management
24
AQR Capital Management
Connecticut
$52.1M +$14.8M +361,989 +42%
Legal & General Group
25
Legal & General Group
United Kingdom
$49.7M +$1.29M +31,622 +3%

NNN Hedge Fund Activity: Q1 2025 in Review

481 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in NNN REIT (NNN) for Q1 2025, worth a combined $7.26B — up 3.3% from $7.04B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of NNN and 61 opened new positions — a net loss of 2 holders — while 162 trimmed existing stakes and 187 added.

The largest buyer was Fidelity Investments, adding an estimated $53.9M. The largest seller was Principal Financial Group, cutting an estimated $193M.

  • 481 institutional investors held NNN REIT (NNN) as of Q1 2025, down from 488 in Q4 2024.
  • Funds reported $7.26B of NNN REIT stock for Q1 2025, up 3.3% quarter-over-quarter.
  • 61 funds opened new NNN REIT positions in Q1 2025 and 63 closed out, a net change of -2 holders.
  • The largest NNN REIT buyer in Q1 2025 was Fidelity Investments, an estimated $53.9M added.
  • The largest NNN REIT seller in Q1 2025 was Principal Financial Group, an estimated $193M sold.

Based on aggregated 13F filings for Q1 2025.