Jefferies Group's NNN Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 1.43 M shares of NNN REIT, Inc. (NNN) worth $66.58 M, representing 0.44% of the portfolio. First purchased in 2023-Q4, this short-term holding has been held for 8 quarters.
Based on 13F filings, Jefferies Group has maintained this position in NNN for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2026, adding 889,325 shares. Largest reduction occurred in Q1 2026, reducing 303,699 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's NNN REIT (NNN) Holding Value Over Time
Track share changes against reported price movement
Quarterly NNN REIT (NNN) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +889,325 | Add 164.18% | 1.43 M | $46.53 |
| Q1 2026 | -303,699 | Reduce 35.92% | 541,675 | $42.03 |
| Q4 2025 | +706,474 | Add 508.62% | 845,374 | $39.63 |
| Q3 2025 | +138,900 | New Buy | 138,900 | $42.57 |
| Q2 2025 | -6,411 | Sold Out | 0 | $0.00 |
| Q1 2025 | +6,411 | New Buy | 6,411 | $42.65 |
| Q1 2024 | -15,249 | Sold Out | 0 | $0.00 |
| Q4 2023 | +15,249 | New Buy | 15,249 | $43.10 |
Jefferies Group's NNN REIT Investment FAQs
Jefferies Group first purchased NNN REIT, Inc. (NNN) in Q4 2023, acquiring 15,249 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held NNN REIT, Inc. (NNN) for 8 quarters since Q4 2023.
Jefferies Group's largest addition to NNN REIT, Inc. (NNN) was in Q2 2026, adding 1,431,000 shares worth $66.58 M.
According to the latest 13F filing for Q2 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 1,431,000 shares of NNN REIT, Inc. (NNN), valued at approximately $66.58 M.
As of the Q2 2026 filing, NNN REIT, Inc. (NNN) represents approximately 0.44% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in NNN REIT, Inc. (NNN) was 1,431,000 shares, as reported at the end of Q2 2026.