Joel Greenblatt's NNN Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 684,207 shares of NNN REIT, Inc. (NNN) worth $28.76 M, representing 0.09% of the portfolio. First purchased in 2019-Q3, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in NNN, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 239,518 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 |
|---|---|---|---|---|
| Q1 2026 | +239,518 | Add 53.86% | 684,207 | $42.03 |
| 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 15 quarters since Q3 2019.
Joel Greenblatt's largest addition to NNN REIT, Inc. (NNN) was in Q1 2026, adding 684,207 shares worth $28.76 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 684,207 shares of NNN REIT, Inc. (NNN), valued at approximately $28.76 M.
As of the Q1 2026 filing, NNN REIT, Inc. (NNN) represents approximately 0.09% 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 684,207 shares, as reported at the end of Q1 2026.