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Who Owns NNN REIT Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in NNN REIT Inc.

Who crossed 5% of NNN →
Managers holding
22
as of 2026-09-30
Reported value
$53.8M
summed across filings
Shares held
1.3M
Added vs trimmed
11 / 5
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Sound Income Strategies, LLCCOM496.3K shadded$20M
Gerald Baker Financial Group LLCCOM357.8K shadded$14.7M
CoreCap Advisors, LLCREIT149.9K shadded$6.2M
Adams Asset Advisors, LLCCOM78.9K shheld$3.2M
Red Spruce Capital, LLCCOM52.3K shadded$2.2M
Pensionfund PDNCOMMON STOCK51.2K shtrimmed$2.1M
MFG WEALTH MANAGEMENT, INC.COM35.2K shadded$1.4M
Farther Finance Advisors, LLCREIT26.5K shadded$1.1M
Pensionfund SabicCOMMON STOCK24.8K shtrimmed$1M
Applied Capital LLC/FLCOM11.6K shadded$475K
Castle Rock Wealth Management, LLCCOM7.7K shadded$312.6K
Stokes Capital Advisors, LLCCOM7.3K shadded$300K
Wedmont Private CapitalCOM7.4K shadded$299.2K
RIVERSEDGE ADVISORS, LLCCOM6K shtrimmed$244.8K
GAMMA Investing LLCREIT2.7K shtrimmed$110.9K
ELEVATION WEALTH PARTNERS, LLCCOM2.3K shadded$93.1K
Horizons Wealth ManagementREIT975 shheld$40.1K
Bullock Wealth Management GroupREIT500 shheld$20.1K
MassMutual Private Wealth & Trust, FSBClosed-end REIT330 shtrimmed$13.6K
Wealth Enhancement Trust Services, Inc.COM134 sh—$5.5K
GK Wealth Management LLCCOM125 sh—$5.2K
Trust CoREIT9 shheld$370

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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