Joel Greenblatt's NNN Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 444,689 shares of NNN REIT, Inc. (NNN) worth $17.62 M, representing 0.06% of the portfolio. First purchased in 2019-Q3, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in NNN, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 187,378 shares. Largest reduction occurred in Q1 2024, reducing 7,876 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's NNN REIT (NNN) Holding Value Over Time
Track share changes against reported price movement
Quarterly NNN REIT (NNN) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +145,674 | Add 48.72% | 444,689 | $39.63 |
| Q3 2025 | +187,378 | Add 167.85% | 299,015 | $42.57 |
| Q2 2025 | +98,014 | Add 719.47% | 111,637 | $43.18 |
| Q1 2025 | +13,623 | New Buy | 13,623 | $42.65 |
| Q4 2024 | -6,461 | Sold Out | 0 | $0.00 |
| Q3 2024 | +6,461 | New Buy | 6,461 | $48.49 |
| Q1 2024 | -7,876 | Sold Out | 0 | $0.00 |
| Q4 2023 | +7,876 | New Buy | 7,876 | $43.10 |
| Q3 2023 | -7,123 | Sold Out | 0 | $0.00 |
| Q2 2023 | +139 | Add 1.99% | 7,123 | $42.79 |
| Q1 2023 | +823 | Add 13.36% | 6,984 | $44.15 |
| Q4 2022 | +6,161 | New Buy | 6,161 | $45.76 |
| Q4 2019 | -4,206 | Sold Out | 0 | $0.00 |
| Q3 2019 | +4,206 | New Buy | 4,206 | $56.35 |
Joel Greenblatt's NNN REIT Investment FAQs
Joel Greenblatt first purchased NNN REIT, Inc. (NNN) in Q3 2019, acquiring 4,206 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held NNN REIT, Inc. (NNN) for 14 quarters since Q3 2019.
Joel Greenblatt's largest addition to NNN REIT, Inc. (NNN) was in Q3 2025, adding 299,015 shares worth $12.73 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 444,689 shares of NNN REIT, Inc. (NNN), valued at approximately $17.62 M.
As of the Q4 2025 filing, NNN REIT, Inc. (NNN) represents approximately 0.06% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in NNN REIT, Inc. (NNN) was 444,689 shares, as reported at the end of Q4 2025.