NNN REIT, Inc.· NNN

🇺🇸 US · MidSP400NYSE

Real EstateREIT - RetailWebsite

Price: $47.17
Day: -0.67%
Mkt Cap: $8.97B
52W Range: $38.90 – $50.00
Volume: 1.69M
Beta: 0.78

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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NNN REIT, Inc.

NNN|Real Estate|REIT - Retail

Current price: $47

Smart Money

Dimension 5 of 5

Insider Activity, Q1 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$1.9M

Net share flow-43.2K

Purchases0 ($0)

Sales3 ($1.9M)

Top Notable Transactions

Insider

Type

Value

Date

Horn Stephen A JR

Sale

$2.4M

Mar 17

Bayer Paul Eugene

Sale

$2.0M

May 8

WHITEHURST JULIAN E

Sale

$1.8M

Feb 22

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership94.3%

13F share flow+7.4%

Investors holding549

+389 adding-202 reducing

312

143

New 77Inc 312Red 143Closed 59

Top Institutional Holders

Institution

Value

Change

BLACKROCK, INC.

$1.1B

+2.1%

FMR LLC

$808.5M

-4.8%

STATE STREET CORP

$476.3M

-1.0%

VICTORY CAPITAL MANAGEMENT INC

$349.6M

-12.4%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting201

Total shares held45.7M

Share flow-19.5%

48 buying37 selling

118

Buying 48Unchanged 118Selling 37

Top Fund Holders

Fund

Weight

Change

VANGUARD ADMIRAL FUNDS

476.6K

8.91%

+23.9K

AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST)

82.4K

0.03%

EATON VANCE GROWTH TRUST

67.6K

6.50%

BNY Mellon Strategic Funds, Inc.

62.3K

8.31%

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore NNN on stockoscope.com→

Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

NNN Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.3/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-39

Institutional Flow

50% weight

+52

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 3.3/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for NNN

Net insider share flow by quarter (C-suite & director purchases minus sales)

Bearish Signal

Elevated insider selling in Q1 2026

3 sales totaling $1.9M (43.2K shares)

Share volume is 3.0x the historical average, significantly above normal

Sell-only pattern: no insider purchases across 7 quarters

Notable Recent Transactions, NNN

Top 8 highest-value recent insider trades

Horn Stephen A JR

CEO

Sell

55,356 shares at $42.46

Mar 17, 2025$2.35M

Bayer Paul Eugene

Officer

Sell

37,899 shares at $52.44

May 8, 2019$1.99M

WHITEHURST JULIAN E

CEO

Sell

34,045 shares at $52.64

Feb 22, 2019$1.79M

Tessitore Christopher Paul

Officer

Sell

38,056 shares at $41.68

Dec 13, 2023$1.59M

WHITEHURST JULIAN E

CEO

Sell

34,281 shares at $44.39

Mar 15, 2021$1.52M

Horn Stephen A JR

CEO

Sell

33,192 shares at $44.98

Mar 9, 2026$1.49M

Horn Stephen A JR

CEO

Sell

28,192 shares at $46.62

Aug 23, 2024$1.31M

Tessitore Christopher Paul

Officer

Sell

30,000 shares at $42.20

Feb 17, 2021$1.27M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for NNN

Total dollar value invested by institutions each quarter

Bullish Signal

Institutions accumulating in Q1 2026

94.3% institutional ownership

Moderate accumulation: 389 adding vs 202 reducing

13F shares increased by 1.8%, a modest change

Momentum improving from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+173 growing-400 shrinkingNet: -227

135

337

New (38)

Increased (135)

Reduced (63)

Closed (337)

Top Institutional Holders, NNN

Largest 8 institutional positions by ownership percentage as of Q2 2026

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

2.6M

$128.7M

Ownership

1.35%

-14.0%

DAIWA SECURITIES GROUP INC.

1.9M

$89.8M

Ownership

1.02%

+2360.2%

MONDRIAN INVESTMENT PARTNERS LTD

1.1M

$52.3M

Ownership

0.59%

-36.4%

SUMITOMO MITSUI TRUST GROUP, INC.

657.6K

$30.6M

Ownership

0.35%

-21.0%

FISHER ASSET MANAGEMENT, LLC

574.7K

$26.7M

Ownership

0.30%

+216.7%

SOUND INCOME STRATEGIES, LLC

492.9K

$22.9M

Ownership

0.26%

+3.5%

PRINCIPAL FINANCIAL GROUP INC

474.5K

$22.1M

Ownership

0.25%

+1.4%

VERITY & VERITY, LLC

473.8K

$22.0M

Ownership

0.25%

+0.5%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 203 ETFs and mutual funds reporting

48 buying37 sellingNet: +11

118

Buying (48)

Unchanged (118)

Selling (37)

Bullish Signal

Funds accumulating in Q2 2026

203 ETFs and mutual funds reporting

48 buying vs 37 selling (balanced)

Top Fund Holders, NNN

Largest 8 ETF and mutual fund positions by shares held as of latest filing

VANGUARD ADMIRAL FUNDS

476.6K

Weight

8.91%

Increased

AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST)

82.4K

Weight

0.03%

No change

EATON VANCE GROWTH TRUST

67.6K

Weight

6.50%

No change

BNY Mellon Strategic Funds, Inc.

62.3K

Weight

8.31%

No change

Federated Hermes Equity Income Fund, Inc.

53.7K

Weight

38.33%

No change

JPMORGAN TRUST II

49.2K

Weight

0.00%

No change

Brinker Capital Destinations Trust

48.7K

Weight

0.08%

Decreased

Voya EQUITY TRUST

48.3K

Weight

0.45%

Decreased

NNN REIT, Inc.· NNN

Holdings Analysis

Insider Trading Activity

1.3Transaction History61Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings104Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History61Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings104Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights