NNN REIT
541 hedge funds and large institutions have $7.5B invested in NNN REIT in 2026 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 237 increasing their positions, 139 reducing their positions, and 47 closing their positions.
117% more call options, than puts
Call options by funds: $12.9M | Put options by funds: $5.96M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
71% more repeat investments, than reductions
Existing positions increased: 237 | Existing positions reduced: 139
66% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 47
8% more capital invested
Capital invested by funds: $6.95B → $7.5B (+$558M)
4% more funds holding
Funds holding: 521 → 541 (+20)
1.43% more ownership
Funds ownership: 92.31% → 93.75% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$60.2M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$58.1M |
| 3 |
EIP
Epoch Investment Partners
New York
|
+$44M |
| 4 |
Goldman Sachs
New York
|
+$39.6M |
| 5 |
QCM
Quantinno Capital Management
New York
|
+$24.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$50.7M |
| 2 |
JP Morgan Chase
New York
|
-$47.6M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$41.9M |
| 4 |
RIM
Rush Island Management
New York
|
-$31.6M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$19.3M |
NNN Hedge Fund Activity: Q1 2026 in Review
541 of the 8,169 institutional investors tracked by Wall St. Rank reported a position in NNN REIT (NNN) for Q1 2026, worth a combined $7.5B — up 8% from $6.95B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new NNN positions and 47 closed out — a net gain of 31 holders — while 237 added to existing stakes and 139 trimmed.
The largest buyer was Two Sigma Investments, adding an estimated $60.2M. The largest seller was Victory Capital Management, cutting an estimated $50.7M.
- 541 institutional investors held NNN REIT (NNN) as of Q1 2026, up from 521 in Q4 2025.
- Funds reported $7.5B of NNN REIT stock for Q1 2026, up 8% quarter-over-quarter.
- 78 funds opened new NNN REIT positions in Q1 2026 and 47 closed out, a net change of +31 holders.
- The largest NNN REIT buyer in Q1 2026 was Two Sigma Investments, an estimated $60.2M added.
- The largest NNN REIT seller in Q1 2026 was Victory Capital Management, an estimated $50.7M sold.
Based on aggregated 13F filings for Q1 2026.