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 Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $223 M.
Top institutional holders include Cliff Asness and Jefferies Group.
Institutional sentiment is currently Bullish. This is evidenced by a $49.33 M net inflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 508.6%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 91.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for NNN REIT, Inc. (NNN)
Major holders include Cliff Asness ($146.34 M), Jefferies Group ($33.5 M), Joel Greenblatt ($17.62 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 5.25 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $49.33 M, with 7 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited NNN. The total reported sell value was $5.43 M.
Yes, 2 managers opened new positions in NNN, and 5 increased their existing holdings. The total reported buy value was $54.76 M.
