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NNN REIT

520 hedge funds and large institutions have $6.94B invested in NNN REIT in 2025 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 184 increasing their positions, 185 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 53

31% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $7.86M

3% more funds holding

Funds holding: 506520 (+14)

2.25% more ownership

Funds ownership: 90.06%92.31% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 185

4% less capital invested

Capital invested by funds: $7.22B → $6.94B (-$278M)

Holders
520
Holders Change
+14
Holders Change %
+2.77%
% of All Funds
6.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
74
Increased
184
Reduced
185
Closed
53
Calls
$10.3M
Puts
$7.86M
Net Calls
+$2.46M
Net Calls Change
-$4.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.04B -$3.42M -83,324 -0.3%
BlackRock
2
BlackRock
New York
$1.01B +$20.4M +497,529 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$801M -$25.1M -611,350 -3%
State Street
4
State Street
Massachusetts
$454M -$23.6M -576,303 -5%
Victory Capital Management
5
Victory Capital Management
Texas
$376M -$15.7M -382,557 -4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$165M +$14.2M +347,143 +9%
RIM
7
Rush Island Management
New York
$152M +$31.3M +763,333 +25%
AQR Capital Management
8
AQR Capital Management
Connecticut
$146M +$16.9M +411,769 +13%
JP Morgan Chase
9
JP Morgan Chase
New York
$133M +$22.5M +548,414 +19%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$132M +$6.61M +161,160 +5%
Federated Hermes
11
Federated Hermes
Pennsylvania
$120M +$2.92M +71,275 +2%
Charles Schwab
12
Charles Schwab
California
$113M +$4.73M +115,378 +4%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$109M +$1.36M +33,102 +1%
Norges Bank
14
Norges Bank
Norway
$108M +$112M +2,726,848 New
Morgan Stanley
15
Morgan Stanley
New York
$99M +$4.42M +107,889 +5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$75M -$5.8M -141,557 -7%
Northern Trust
17
Northern Trust
Illinois
$73.6M -$3.69M -89,957 -5%
MIP
18
Mondrian Investment Partners
United Kingdom
$71.2M -$2.26M -55,204 -3%
EIC
19
Equity Investment Corp
Georgia
$61.5M -$184K -4,494 -0.3%
Hudson Bay Capital Management
20
Hudson Bay Capital Management
Connecticut
$56.1M +$33.4M +814,976 +136%
UBS AM
21
UBS AM
Illinois
$47.2M -$2.29M -55,766 -4%
QCM
22
Quantinno Capital Management
New York
$47M -$1.8M -43,832 -4%
Legal & General Group
23
Legal & General Group
United Kingdom
$44.5M +$2.37M +57,711 +5%
Goldman Sachs
24
Goldman Sachs
New York
$43.2M +$11.2M +272,677 +33%
DRZID
25
DePrince Race & Zollo Inc (DRZ)
Florida
$40.5M +$7.76M +189,385 +23%