National Retail Properties Ownership | Who Owns National Retail Properties?
National Retail Properties Ownership Summary
National Retail Properties is owned by 90.89% institutional investors, 0.77% insiders, and 8.34% retail investors. Vanguard group is the largest institutional shareholder, holding 14.44% of NNN shares. Victory Sycamore Established Value R is the top mutual fund, with 4.78% of its assets in National Retail Properties shares.
NNN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | National Retail Properties | 90.89% | 0.77% | 8.34% |
| Sector | Real Estate Stocks | 64.18% | 7.35% | 28.47% |
| Industry | Retail REIT Stocks | 77.11% | 7.94% | 14.95% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 26.25M | 14.44% | $1.12B |
| Blackrock | 21.35M | 11.74% | $909.55M |
| Victory capital management | 12.87M | 7.08% | $548.31M |
| State street | 11.91M | 6.55% | $507.32M |
| Fmr | 9.06M | 4.99% | $386.12M |
| Principal financial group | 6.49M | 3.57% | $276.60M |
| Massachusetts financial services co /ma/ | 3.42M | 1.88% | $145.60M |
| Geode capital management | 3.42M | 1.88% | $145.56M |
| Centersquare investment management | 3.16M | 1.74% | $134.73M |
| Jpmorgan chase | 3.11M | 1.71% | $132.37M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rush island management, lp | 2.94M | 10.26% | $125.13M |
| Masterton capital management, lp | 216.15K | 6.57% | $9.21M |
| Long pond capital, lp | 1.90M | 4.33% | $81.07M |
| Bernzott capital advisors | 153.81K | 3.02% | $6.55M |
| Goodman financial | 286.67K | 2.72% | $12.21M |
| Nkcfo | 77.90K | 1.81% | $3.32M |
| Gilman hill asset management | 234.81K | 1.81% | $10.00M |
| Equity investment | 1.44M | 1.56% | $61.16M |
| Values first advisors | 59.18K | 1.51% | $2.52M |
| Centersquare investment management | 3.16M | 1.46% | $134.73M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 2.38M | 0.02% | 2.38M |
| Prudential financial | 1.86M | 0.12% | 1.76M |
| Massachusetts financial services co /ma/ | 3.42M | 0.04% | 717.50K |
| Balyasny asset management | 636.38K | 0.05% | 636.38K |
| Goldman sachs group | 851.06K | 0.01% | 408.54K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs asset management americas | 239.09K | 0.00% | -784.64K |
| Long pond capital, lp | 1.90M | 4.33% | -741.40K |
| Jpmorgan chase | 3.11M | 0.01% | -530.37K |
| Vanguard group | 26.25M | 0.02% | -411.30K |
| Heitman real estate securities | 514.36K | 1.39% | -409.50K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.38M | 0.02% | 2.38M | $101.36M |
| Corebridge financial | 231.90K | 0.05% | 231.90K | $9.88M |
| Strengthening families & communities | 59.07K | 0.72% | 59.07K | $2.52M |
| Ifm investors pty | 42.14K | 0.02% | 42.14K | $1.80M |
| Inceptionr | 31.19K | 0.38% | 31.19K | $1.33M |
Sold Out
| Holder | Change |
|---|---|
| Capital advisors | -17.00 |
| Crewe advisors | -18.00 |
| Planning capital management | -32.00 |
| Clear street markets | -49.00 |
| Accent capital management | -62.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 449 | 0.45% | 165,226,767 | 1.65% | 90 | 1.14% | 198 | -16.46% | 171 | 23.91% |
| Mar 31, 2024 | 447 | -0.22% | 162,543,804 | -0.83% | 89 | 1.09% | 237 | 1.28% | 138 | -9.80% |
| Dec 31, 2023 | 448 | 7.95% | 163,896,645 | 2.87% | 90 | 1.17% | 234 | 7.83% | 153 | 21.43% |
| Sep 30, 2023 | 415 | -5.03% | 159,318,487 | -2.48% | 87 | 1.08% | 217 | 3.83% | 126 | -13.70% |
| Jun 30, 2023 | 437 | -0.23% | 163,376,254 | 1.00% | 90 | 1.13% | 209 | -10.30% | 146 | 15.87% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Victory Sycamore Established Value R | 8.79M | 4.78% | -115.00K |
| Vanguard Real Estate Index Investor | 7.22M | 3.85% | -20.41K |
| iShares Core S&P Mid-Cap ETF | 5.78M | 3.08% | 3.14K |
| Vanguard Total Stock Mkt Idx Inv | 5.78M | 3.08% | -14.30K |
| Fidelity US REIT Mother Fund | 4.78M | 2.60% | 419.30K |
| Vanguard Small Cap Index | 4.61M | 2.46% | 9.00K |
| Vanguard Small Cap Value Index Inv | 3.11M | 1.66% | -1.07K |
| Vanguard Institutional Extnd Mkt Idx Tr | 2.74M | 1.46% | -61.52K |
| Fidelity Real Estate Investment Port | 2.57M | 1.37% | 411.50K |
| Principal Real Estate Securities R5 | 2.24M | 1.22% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 26, 2024 | Adamo Jonathan | EVP, Portfolio Operations | Sell | $235.50K |
| Aug 23, 2024 | Horn Stephen A JR | President & CEO | Sell | $1.31M |
| Aug 20, 2024 | HABICHT KEVIN B | EVP, Chief Financial Officer | Sell | $1.11M |
| Aug 06, 2024 | Miller Michelle Lynn | EVP,Chief Acctg & Tech Officer | Sell | $187.52K |
| Dec 13, 2023 | Tessitore Christopher Paul | EVP | Sell | $1.59M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | 4 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | 3 |
NNN Ownership FAQ
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