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NNN REIT

506 hedge funds and large institutions have $7.22B invested in NNN REIT in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 205 increasing their positions, 137 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more call options, than puts

Call options by funds: $9.48M | Put options by funds: $2.9M

66% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 44

50% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 137

5% more funds holding

Funds holding: 482506 (+24)

0.73% more ownership

Funds ownership: 89.34%90.06% (+0.73%)

0% less capital invested

Capital invested by funds: $7.25B → $7.22B (-$28.2M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
506
Holders Change
+24
Holders Change %
+4.98%
% of All Funds
6.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
73
Increased
205
Reduced
137
Closed
44
Calls
$9.48M
Puts
$2.9M
Net Calls
+$6.58M
Net Calls Change
+$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.12B +$8.38M +197,285 +0.8%
BlackRock
2
BlackRock
New York
$1.06B -$6.19M -145,804 -0.6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$886M +$63.3M +1,491,388 +8%
State Street
4
State Street
Massachusetts
$512M -$5.66M -133,247 -1%
Victory Capital Management
5
Victory Capital Management
Texas
$420M +$17.3M +407,317 +4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$163M +$1.84M +43,418 +1%
AQR Capital Management
7
AQR Capital Management
Connecticut
$139M +$63.1M +1,486,652 +83%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$135M -$12.4M -292,837 -8%
RIM
9
Rush Island Management
New York
$131M -$9.78M -230,300 -7%
Federated Hermes
10
Federated Hermes
Pennsylvania
$126M +$9.75M +229,598 +8%
JP Morgan Chase
11
JP Morgan Chase
New York
$120M +$24.5M +576,291 +26%
Charles Schwab
12
Charles Schwab
California
$116M +$1.26M +29,557 +1%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$115M -$274K -6,450 -0.2%
Morgan Stanley
14
Morgan Stanley
New York
$102M +$10.3M +242,032 +11%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$86.6M -$3.09M -72,724 -3%
Northern Trust
16
Northern Trust
Illinois
$82.9M -$2.04M -48,044 -2%
MIP
17
Mondrian Investment Partners
United Kingdom
$78.8M +$78.6M +1,851,387 New
EIC
18
Equity Investment Corp
Georgia
$66.2M +$1.68M +39,579 +3%
CIM
19
Centersquare Investment Management
Pennsylvania
$60.5M -$20M -471,911 -25%
UBS AM
20
UBS AM
Illinois
$53.1M +$44.1M +1,037,595 +495%
QCM
21
Quantinno Capital Management
New York
$52.4M +$24M +564,815 +85%
Artisan Partners
22
Artisan Partners
Wisconsin
$49.7M -$3.49M -82,175 -7%
Legal & General Group
23
Legal & General Group
United Kingdom
$45.3M -$5.41M -127,371 -11%
UBS Group
24
UBS Group
Switzerland
$37.7M +$5.65M +132,993 +18%
Bank of America
25
Bank of America
North Carolina
$36.3M +$3.21M +75,571 +10%