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NNN REIT, Inc.

NNN Real Estate
$44.51 $-0.34 (-0.76%)
Market Cap: $8.47 B
Gurus Holding
7
Popularity Rank
#974
% of Shares Held
2.91%
Net Activity (Q1 2026)
+$12.03 M

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

$161.47 M
$28.76 M
$22.77 M
$7.63 M
$5.51 M

Recent Activity Breakdown (Q1 2026)

+$26.61 M
Total Buy Value
New Buys 0
Additions 5
-$14.58 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
5

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.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.07% Add 4.5% 3,857,367 $161.47 M Q1 2026
0.09% Add 53.9% 684,207 $28.76 M Q1 2026
0.16% Reduce -35.9% 541,675 $22.77 M Q1 2026
0.00% Add 82.9% 181,500 $7.63 M Q1 2026
0.01% Add 59.4% 130,978 $5.51 M Q1 2026
0.01% Add 731.1% 112,200 $4.72 M Q1 2026
0.00% Reduce -9.1% 29,816 $1.25 M Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form