NNN REIT
601 hedge funds and large institutions have $8.88B invested in NNN REIT in 2026 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 254 increasing their positions, 164 reducing their positions, and 34 closing their positions.
242% more call options, than puts
Call options by funds: $17M | Put options by funds: $4.95M
194% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 34
55% more repeat investments, than reductions
Existing positions increased: 254 | Existing positions reduced: 164
18% more capital invested
Capital invested by funds: $7.51B → $8.88B (+$1.38B)
11% more funds holding
Funds holding: 543 → 601 (+58)
6.5% more ownership
Funds ownership: 93.77% → 100.27% (+6.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$264M |
| 2 |
Cohen & Steers
New York
|
+$211M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
+$82.7M |
| 4 |
JFG
Jefferies Financial Group
New York
|
+$39.7M |
| 5 |
Morgan Stanley
New York
|
+$39.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$348M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$101M |
| 3 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
-$28.7M |
| 4 |
RIM
Rush Island Management
New York
|
-$27.9M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$24.2M |
NNN Hedge Fund Activity: Q2 2026 in Review
601 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in NNN REIT (NNN) for Q2 2026, worth a combined $8.88B — up 18% from $7.51B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new NNN positions and 34 closed out — a net gain of 66 holders — while 254 added to existing stakes and 164 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $264M. The largest seller was Fidelity Investments, cutting an estimated $348M.
- 601 institutional investors held NNN REIT (NNN) as of Q2 2026, up from 543 in Q1 2026.
- Funds reported $8.88B of NNN REIT stock for Q2 2026, up 18% quarter-over-quarter.
- 100 funds opened new NNN REIT positions in Q2 2026 and 34 closed out, a net change of +66 holders.
- The largest NNN REIT buyer in Q2 2026 was AQR Capital Management, an estimated $264M added.
- The largest NNN REIT seller in Q2 2026 was Fidelity Investments, an estimated $348M sold.
Based on aggregated 13F filings for Q2 2026.