Filing Research | NNN - NNN REIT INC Institutional Holdings

Snapshot holdings

50 / 120 loaded

#		Instrument	quantity
1	Arbejdsmarkedets Tillaegspension	Shares	628.2KSH	$29.2M
2	Sound Income Strategies, LLC	Shares	492.9KSH	$22.9M
3	TECTONIC ADVISORS LLC	Shares	379.6KSH	$17.7M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	221.6KSH	$9.2M
5	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	186.7KSH	$8.7M
6	BERNZOTT CAPITAL ADVISORS	Shares	120.7KSH	$5.6M
7	EXCHANGE TRADED CONCEPTS, LLC	Shares	116.3KSH	$5.4M
8	MIZUHO MARKETS AMERICAS LLC	Shares	103.8KSH	$4.8M
9	Police & Firemen's Retirement System of New Jersey	Shares	85.0KSH	$4.0M
10	Adams Asset Advisors, LLC	Shares	78.9KSH	$3.7M
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	58.5KSH	$2.7M
12	Louisiana State Employees Retirement System	Shares	55.7KSH	$2.6M
13	SCHNIEDERS CAPITAL MANAGEMENT, LLC.	Shares	55.1KSH	$2.6M
14	Southland Equity Partners LLC	Shares	52.7KSH	$2.5M
15	Red Spruce Capital, LLC	Shares	52.3KSH	$2.4M
16	Y-Intercept (Hong Kong) Ltd	Shares	51.6KSH	$2.4M
17	JOHNSON INVESTMENT COUNSEL INC	Shares	50.6KSH	$2.4M
18	ALBION FINANCIAL GROUP /UT	Shares	48.5KSH	$2.3M
19	Merit Financial Group, LLC	Shares	45.8KSH	$2.1M
20	Sequoia Financial Advisors, LLC	Shares	45.4KSH	$2.1M
21	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	45.1KSH	$2.1M
22	MFG WEALTH MANAGEMENT, INC.	Shares	33.4KSH	$1.6M
23	IFM Investors Pty Ltd	Shares	31.1KSH	$1.4M
24	Murphy, Middleton, Hinkle & Parker, Inc.	Shares	28.8KSH	$1.3M
25	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	24.3KSH	$1.1M
26	NorthCrest Asset Manangement, LLC	Shares	24.0KSH	$1.1M
27	Farther Finance Advisors, LLC	Shares	23.6KSH	$1.1M
28	Certified Advisory Corp	Shares	22.7KSH	$1.1M
29	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	20.9KSH	$973.5K
30	J.W. COLE ADVISORS, INC.	Shares	20.0KSH	$929.7K
31	Linden Thomas Advisory Services, LLC	Shares	16.9KSH	$784.7K
32	WADDELL & ASSOCIATES, LLC	Shares	15.3KSH	$713.8K
33	SECURIAN ASSET MANAGEMENT, INC	Shares	14.0KSH	$695.2K
34	Sivia Capital Partners, LLC	Shares	14.8KSH	$690.9K
35	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	14.3KSH	$663.1K
36	Crossmark Global Holdings, Inc.	Shares	13.7KSH	$639.4K
37	Vanderbilt University	Shares	13.0KSH	$604.7K
38	Versant Capital Management, Inc	Shares	13.0KSH	$602.9K
39	MISSION WEALTH MANAGEMENT, LP	Shares	12.4KSH	$575.4K
40	Capital Management Associates, Inc	Shares	12.2KSH	$569.5K
41	Intrua Financial, LLC	Shares	11.9KSH	$552.4K
42	Ninety One UK Ltd	Shares	11.8KSH	$551.2K
43	PEAK FINANCIAL ADVISORS LLC	Shares	11.7KSH	$544.1K
44	Applied Capital LLC/FL	Shares	11.4KSH	$528.6K
45	SIGNATUREFD, LLC	Shares	10.5KSH	$486.8K
46	NEW WAVE WEALTH ADVISORS LLC	Shares	9.7KSH	$451.4K
47	Abel Hall, LLC	Shares	8.8KSH	$410.3K
48	Optas, LLC	Shares	8.8KSH	$409.7K
49	EverSource Wealth Advisors, LLC	Shares	8.5KSH	$393.4K
50	ROMANO BROTHERS AND COMPANY	Shares	7.5KSH	$348.7K

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Manager changes2026-06-30 vs 2026-03-31

50 / 123 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+132.5K	+$6.0M	$9.2M
2	MIZUHO MARKETS AMERICAS LLC new	Shares	+103.8K	+$4.8M	$4.8M
3	Arbejdsmarkedets Tillaegspension added	Shares	+30.1K	+$4.1M	$29.2M
4	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+53.3K	+$3.1M	$8.7M
5	Sound Income Strategies, LLC added	Shares	+16.5K	+$2.7M	$22.9M
6	TECTONIC ADVISORS LLC added	Shares	+21.2K	+$2.6M	$17.7M
7	Y-Intercept (Hong Kong) Ltd added	Shares	+22.7K	+$1.2M	$2.4M
8	Merit Financial Group, LLC added	Shares	+20.9K	+$1.1M	$2.1M
9	Adams Asset Advisors, LLC added	Shares	+16.7K	+$1.1M	$3.7M
10	J.W. COLE ADVISORS, INC. new	Shares	+20.0K	+$929.7K	$929.7K
11	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+8.5K	+$879.6K	$5.4M
12	Sivia Capital Partners, LLC new	Shares	+14.8K	+$690.9K	$690.9K
13	Vanderbilt University new	Shares	+13.0K	+$604.7K	$604.7K
14	NorthCrest Asset Manangement, LLC added	Shares	+11.7K	+$589.4K	$1.1M
15	Police & Firemen's Retirement System of New Jersey added	Shares	+4.8K	+$584.3K	$4.0M
16	Farther Finance Advisors, LLC added	Shares	+9.4K	+$495.8K	$1.1M
17	WADDELL & ASSOCIATES, LLC added	Shares	+9.9K	+$486.6K	$713.8K
18	NEW WAVE WEALTH ADVISORS LLC new	Shares	+9.7K	+$451.4K	$451.4K
19	Southland Equity Partners LLC added	Shares	+4.3K	+$418.1K	$2.5M
20	MISSION WEALTH MANAGEMENT, LP added	Shares	+7.5K	+$370.3K	$575.4K
21	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+5.5K	+$339.0K	$1.1M
22	RIVERSEDGE ADVISORS, LLC new	Shares	+6.9K	+$321.6K	$321.6K
23	Apollon Wealth Management, LLC new	Shares	+6.9K	+$318.8K	$318.8K
24	ALBION FINANCIAL GROUP /UT added	Shares	+2.2K	+$310.1K	$2.3M
25	Red Spruce Capital, LLC added	Shares	+1.1K	+$280.2K	$2.4M
26	Louisiana State Employees Retirement System added	Shares	+600	+$275.9K	$2.6M
27	Interchange Capital Partners, LLC new	Shares	+5.9K	+$274.1K	$274.1K
28	SCHNIEDERS CAPITAL MANAGEMENT, LLC. added	Shares	+50	+$250.1K	$2.6M
29	55 North Private Wealth, LLC new	Shares	+4.9K	+$230.1K	$230.1K
30	JOHNSON INVESTMENT COUNSEL INC unchanged	Shares	0	+$227.9K	$2.4M
31	Stokes Capital Advisors, LLC new	Shares	+4.8K	+$223.3K	$223.3K
32	Wedmont Private Capital new	Shares	+4.5K	+$208.1K	$208.1K
33	ASPIRIANT, LLC new	Shares	+4.4K	+$206.5K	$206.5K
34	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$203.0K	$2.1M
35	MFG WEALTH MANAGEMENT, INC. added	Shares	+71	+$153.2K	$1.6M
36	IFP Advisors, Inc added	Shares	+2.7K	+$140.7K	$259.8K
37	IFM Investors Pty Ltd unchanged	Shares	0	+$139.8K	$1.4M
38	EverSource Wealth Advisors, LLC added	Shares	+1.9K	+$118.4K	$393.4K
39	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-3.5K	+$114.4K	$2.7M
40	True Wealth Design, LLC added	Shares	+2.3K	+$111.4K	$161.5K
41	Murphy, Middleton, Hinkle & Parker, Inc. trimmed	Shares	-457	+$110.4K	$1.3M
42	SECURIAN ASSET MANAGEMENT, INC added	Shares	+18	+$106.7K	$695.2K
43	Versant Capital Management, Inc added	Shares	+923	+$97.1K	$602.9K
44	Optas, LLC added	Shares	+1.1K	+$87.6K	$409.7K
45	Linden Thomas Advisory Services, LLC trimmed	Shares	-18	+$75.1K	$784.7K
46	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-519	+$72.3K	$973.5K
47	Crossmark Global Holdings, Inc. trimmed	Shares	-1	+$61.8K	$639.4K
48	PEAK FINANCIAL ADVISORS LLC added	Shares	+101	+$56.9K	$544.1K
49	Certified Advisory Corp trimmed	Shares	-1.1K	+$54.5K	$1.1M
50	Applied Capital LLC/FL added	Shares	+40	+$52.8K	$528.6K

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