— Know what they know.
Not Investment Advice

NNN Smart Money

NNN REIT, Inc.
1W: +0.3% 1M: +0.8% 3M: -13.5% YTD: +7.1% 1Y: +0.5% 3Y: +34.3% 5Y: +14.6%
$41.74
-0.29 (-0.69%)
 
Weekly Expected Move ±3.3%
$39 $40 $42 $43 $44
NYSE · Real Estate · REIT - Retail · Tech Score Buy · Power 61 · $7.9B mcap · 180M float · 1.02% daily turnover · Short 27% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $155.9M held by 210 funds, 82 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

🏦 Institutional Activity

Latest: Q2 2026
643
Institutions Holding
+48 vs prior
110.1%
Ownership
+16.40%
101 New
256 Increased
198 Reduced
35 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-07-31 Gulacsy Elizabeth director A-Grant/Award 1,039 $48.14 $50K Filing
2026-07-31 FRITSCH EDWARD J director A-Grant/Award 1,118 $48.14 $54K Filing
2026-07-31 FICK DAVID M director A-Grant/Award 1,715 $48.14 $83K Filing
2026-07-31 Beall Pamela K.M. director A-Grant/Award 831 $48.14 $40K Filing
2026-07-31 HOLDEN BETSY D director A-Grant/Award 1,217 $48.14 $59K Filing
2026-07-31 Witherspoon Kamau Omari director A-Grant/Award 1,353 $48.14 $65K Filing
2026-04-30 FRITSCH EDWARD J director A-Grant/Award 833 $43.52 $36K Filing
2026-04-30 HOLDEN BETSY D director A-Grant/Award 1,243 $43.52 $54K Filing
2026-02-20 Miller Michelle Lynn officer: evp,chief acctg & tech officer S-Sale 4,000 $44.03 $176K Filing
2026-02-17 Miller Michelle Lynn officer: evp,chief acctg & tech officer D-Sale to Issuer 6,981 $— $0 Filing
2026-02-17 Miller Michelle Lynn officer: evp,chief acctg & tech officer A-Grant/Award 4,067 $44.34 $180K Filing
2026-02-17 Miller Michelle Lynn officer: evp,chief acctg & tech officer A-Grant/Award 18,981 $44.34 $842K Filing
2026-02-17 Lewis Joshua Phillip officer: evp, cio A-Grant/Award 21,692 $44.34 $962K Filing
2026-02-17 Steffens Gina M. officer: evp, general counsel A-Grant/Award 5,320 $44.34 $236K Filing
2026-02-17 Steffens Gina M. officer: evp, general counsel A-Grant/Award 24,828 $44.34 $1.1M Filing
2026-02-17 Lewis Joshua Phillip officer: evp, cio A-Grant/Award 4,648 $44.34 $206K Filing
2026-02-17 Horn Stephen A JR officer: president & ceo D-Sale to Issuer 70,421 $— $0 Filing
2026-02-17 Horn Stephen A JR officer: president & ceo A-Grant/Award 176,413 $44.34 $7.8M Filing
2026-02-17 Horn Stephen A JR officer: president & ceo A-Grant/Award 37,803 $44.34 $1.7M Filing
2026-02-17 Chao Vincent H. officer: evp, chief financial officer A-Grant/Award 44,920 $44.34 $2.0M Filing
2026-02-17 Chao Vincent H. officer: evp, chief financial officer A-Grant/Award 9,626 $44.34 $427K Filing
2026-02-17 Adamo Jonathan officer: evp chief portfolio operations A-Grant/Award 30,382 $44.34 $1.3M Filing
2026-02-17 Adamo Jonathan officer: evp chief portfolio operations A-Grant/Award 6,510 $44.34 $289K Filing
2026-01-30 COSLER STEVEN D director A-Grant/Award 1,568 $41.82 $66K Filing
2026-01-30 Witherspoon Kamau Omari director A-Grant/Award 1,428 $41.82 $60K Filing

🏛️ Congressional Trades

8 records
Date Politician Chamber Type Amount Filing
2025-08-13 Lisa McClain House Sell $1,001 - $15,000 Filing
2025-08-12 Lisa C. McClain House Sell $1,001 - $15,000 Filing
2025-06-17 Lisa McClain House Buy $1,001 - $15,000 Filing
2025-06-16 Lisa C. McClain House Buy $1,001 - $15,000 Filing
2023-05-25 Zoe Lofgren House Sell $1,001 - $15,000 Filing
2022-01-20 Ro Khanna House Sell $1,001 - $15,000 Filing
2021-09-30 Zoe Lofgren House Buy $1,001 - $15,000 Filing
2020-03-23 Zoe Lofgren House Sell $1,001 - $15,000 Filing

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
BlackRock, Inc. 26,708,613 $1.2B +780,005 2026-06-30 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 16,778,215 $781M +169,434 2026-06-30 Filing
FMR LLC 11,436,861 $532M -7,799,724 2026-06-30 Filing
STATE STREET CORP 11,346,545 $528M +14,751 2026-06-30 Filing
AQR CAPITAL MANAGEMENT LLC 9,773,107 $455M +5,915,740 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 8,557,962 $398M +84,053 2026-06-30 Filing
VICTORY CAPITAL MANAGEMENT INC 6,051,488 $282M -2,267,194 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 4,403,909 $205M +53,850 2026-06-30 Filing
MORGAN STANLEY 3,810,780 $177M +885,619 2026-06-30 Filing
FEDERATED HERMES, INC. 3,127,776 $146M +96,121 2026-06-30 Filing
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,115,354 $145M +138,202 2026-06-30 Filing
Sixth Street Partners Management Company 3,115,354 $145M +3,115,354 2026-06-30 Filing
DIMENSIONAL FUND ADVISORS LP 2,818,943 $131M +2,415 2026-06-30 Filing
MASSACHUSETTS FINANCIAL SERVICES CO /MA 2,558,445 $129M -416,250 2026-06-30 Filing
Quantinno Capital Management LP 2,576,763 $120M +819,147 2026-06-30 Filing
NORGES BANK 2,523,970 $117M +2,523,970 2026-06-30 Filing
RUSH ISLAND MANAGEMENT, LP 2,474,091 $115M -625,193 2026-06-30 Filing
JPMORGAN CHASE & CO 2,414,562 $115M +156,905 2026-06-30 Filing
GOLDMAN SACHS GROUP INC 2,023,201 $94M +13,034 2026-06-30 Filing
NORTHERN TRUST CORP 1,972,015 $92M +50,996 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms