Guru Ownership Trend
Guru Analysis for NNN REIT, Inc. (NNN)
NNN REIT, Inc. (NNN), a key player in the Real Estate sector, continues to attract institutional attention.
As of Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $246.48 M.
Top institutional holders include Cliff Asness and Joel Greenblatt.
Institutional sentiment is currently Bullish. This is evidenced by a $12.03 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 731.1%. Conversely, Jefferies Group reduced exposure by 35.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for NNN REIT, Inc. (NNN)
Major holders include Cliff Asness ($161.47 M), Joel Greenblatt ($28.76 M), Jefferies Group ($22.77 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 5.54 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $12.03 M, with 5 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited NNN. The total reported sell value was $14.58 M.
Yes, 0 managers opened new positions in NNN, and 5 increased their existing holdings. The total reported buy value was $26.61 M.