Comparable stake leader
VANGUARD PORTFOLIO MANAGEMENT LLC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000751364.
Comparable stake leader
VANGUARD PORTFOLIO MANAGEMENT LLC
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
31 Jul 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
13F
Vanguard Portfolio Management · Company
|
8.7%
|
$699,034,974
16,631,810 shares
|
$0 | 31 Mar 2026 |
| FMR LLC |
13F
13D/G
Company
|
6%
from 13D/G
|
$808,513,635
19,236,585 shares
|
— | 31 Mar 2026 |
| STATE STREET CORP |
13F
13D/G
Company · STATE STREET CORPORATION
|
6%
from 13D/G
|
$476,275,302
11,331,794 shares
|
— | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
Vanguard Capital Management · Company
|
5.3%
|
$422,285,455
10,047,239 shares
|
$0 | 31 Mar 2026 |
| VICTORY CAPITAL MANAGEMENT INC |
13D/G
13F
Company
|
4.4%
|
$351,007,913
8,351,366 shares
|
-$58,971,873 | 31 Mar 2026 |
| Stephen A. Horn Jr. |
3/4/5
President & CEO
|
0.43%
|
$37,005,540
822,711 shares
|
-$1,492,976 | 09 Mar 2026 |
| Jonathan Adamo |
3/4/5
EVP Chief Portfolio Operations
|
0.07%
|
$5,684,846
126,358 shares
|
-$269,940 | 06 Mar 2026 |
| Vincent H. Chao |
3/4/5
EVP, Chief Financial Officer
|
0.06%
|
$5,111,515
115,280 shares
|
— | 17 Feb 2026 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Net insider flow leans to selling over the last 12 months. Net value: -$2,361,036.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 43,192 | $0 | $1,939,036 | -$1,939,036 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 10,000 | $0 | $422,000 | -$422,000 |
Reporting owners
Showing 1-17 of 17 reporting-owner rows connected to NNN REIT, INC.. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Stephen A. Horn Jr. | President & CEO | $37,005,540 | -$1,492,976 | -3.9% | Filing P/S | 09 Mar 2026 |
| Julian E. Whitehurst | President and CEO | $24,480,500 | Mixed | 15 Feb 2022 | ||
| Kevin B. Habicht | EVP, Chief Financial Officer | $15,331,330 | Mixed | 17 Feb 2025 | ||
| Christopher Paul Tessitore | Evp | $5,858,045 | Filing P/S | 13 Dec 2023 | ||
| Jonathan Adamo | EVP Chief Portfolio Operations | $5,684,846 | -$269,940 | -4.5% | Filing P/S | 06 Mar 2026 |
| Vincent H. Chao | EVP, Chief Financial Officer | $5,111,515 | Mixed | 17 Feb 2026 | ||
| Michelle Lynn Miller | EVP,Chief Acctg & Tech Officer | $4,130,762 | -$598,120 | -13% | Filing P/S | 20 Feb 2026 |
| Gina M. Steffens | EVP, General Counsel | $3,981,332 | Mixed | 17 Feb 2026 | ||
| Joshua Phillip Lewis | Evp, Cio | $3,635,436 | Mixed | 17 Feb 2026 | ||
| David M. Fick | Director | $3,381,800 | Median | 31 Jul 2026 | ||
| Edward J. Fritsch | Director | $3,053,019 | Median | 31 Jul 2026 | ||
| Don Defosset | Director | $2,902,241 | Mixed | 29 Apr 2022 | ||
| Steven D. Cosler | Director | $2,807,083 | Mixed | 30 Jan 2026 | ||
| Pamela K.m. Beall | Director | $1,738,826 | Median | 31 Jul 2026 | ||
| Betsy D. Holden | Director | $1,675,219 | Median | 31 Jul 2026 | ||
| Kamau Omari Witherspoon | Director | $1,118,999 | Median | 31 Jul 2026 | ||
| Elizabeth C. Gulacsy | Director | $826,931 | Median | 31 Jul 2026 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Betsy D. Holden | NNN | Common Stock | Award | 3.5% | 1,217 | 36,003 | 31 Jul 2026 | Direct | ||
| Kamau Omari Witherspoon | NNN | Common Stock | Award | 5.96% | 1,353 | 24,049 | 31 Jul 2026 | Direct | ||
| Elizabeth C. Gulacsy | NNN | Common Stock | Award | 6.21% | 1,039 | 17,772 | 31 Jul 2026 | Direct | ||
| Edward J. Fritsch | NNN | Common Stock | Award | 1.73% | 1,118 | 65,614 | 31 Jul 2026 | Direct | ||
| David M. Fick | NNN | Common Stock | Award | 2.42% | 1,715 | 72,680 | 31 Jul 2026 | Direct | ||
| Pamela K.m. Beall | NNN | Common Stock | Award | 2.27% | 831 | 37,370 | 31 Jul 2026 | Family Trust | ||
| Pamela K.m. Beall | NNN | Common Stock | Award | 2.33% | 833 | 36,539 | 30 Apr 2026 | Family Trust | ||
| David M. Fick | NNN | Common Stock | Award | 2.58% | 1,787 | 70,965 | 30 Apr 2026 | Direct | ||
| Betsy D. Holden | NNN | Common Stock | Award | 3.71% | 1,243 | 34,786 | 30 Apr 2026 | Direct | ||
| Edward J. Fritsch | NNN | Common Stock | Award | 1.31% | 833 | 64,496 | 30 Apr 2026 | Direct | ||
| Elizabeth C. Gulacsy | NNN | Common Stock | Award | 6.69% | 1,049 | 16,733 | 30 Apr 2026 | Direct | ||
| Kamau Omari Witherspoon | NNN | Common Stock | Award | 6.53% | 1,391 | 22,696 | 30 Apr 2026 | Direct | ||
| Stephen A. Horn Jr. | NNN | Common Stock | Sale | -3.88% | $1,492,976 | $44.98 | -33,192 | 822,711 | 09 Mar 2026 | Direct |
| Jonathan Adamo | NNN | Common Stock | Sale | -4.53% | $269,940 | $44.99 | -6,000 | 126,358 | 06 Mar 2026 | Direct |
| Michelle Lynn Miller | NNN | Common Stock | Sale | -4.09% | $176,120 | $44.03 | -4,000 | 93,817 | 20 Feb 2026 | Direct |
| Gina M. Steffens | NNN | Common Stock | Award | 50.6% | 30,148 | 89,791 | 17 Feb 2026 | Direct | ||
| Michelle Lynn Miller | NNN | Common Stock | Disposed to Issuer | -6.66% | -6,981 | 97,817 | 17 Feb 2026 | Direct | ||
| Michelle Lynn Miller | NNN | Common Stock | Award | 28.2% | 23,048 | 104,798 | 17 Feb 2026 | Direct | ||
| Joshua Phillip Lewis | NNN | Common Stock | Award | 47.3% | 26,340 | 81,990 | 17 Feb 2026 | Direct | ||
| Stephen A. Horn Jr. | NNN | Common Stock | Disposed to Issuer | -7.6% | -70,421 | 855,903 | 17 Feb 2026 | Direct | ||
| Stephen A. Horn Jr. | NNN | Common Stock | Award | 30.1% | 214,216 | 926,324 | 17 Feb 2026 | Direct | ||
| Vincent H. Chao | NNN | Common Stock | Award | 89.8% | 54,546 | 115,280 | 17 Feb 2026 | Direct | ||
| Jonathan Adamo | NNN | Common Stock | Award | 38.6% | 36,892 | 132,358 | 17 Feb 2026 | Direct | ||
| Kamau Omari Witherspoon | NNN | Common Stock | Award | 7.18% | 1,428 | 21,305 | 30 Jan 2026 | Direct | ||
| Elizabeth C. Gulacsy | NNN | Common Stock | Award | 7.37% | 1,077 | 15,684 | 30 Jan 2026 | Direct | ||
| David M. Fick | NNN | Common Stock | Award | 2.72% | 1,833 | 69,178 | 30 Jan 2026 | Direct | ||
| Edward J. Fritsch | NNN | Common Stock | Award | 1.38% | 867 | 63,663 | 30 Jan 2026 | Direct | ||
| Steven D. Cosler | NNN | Common Stock | Award | 2.39% | 1,568 | 67,123 | 30 Jan 2026 | Direct | ||
| Pamela K.m. Beall | NNN | Common Stock | Award | 2.49% | 867 | 35,706 | 30 Jan 2026 | Family Trust | ||
| Betsy D. Holden | NNN | Common Stock | Award | 3.95% | 1,276 | 33,543 | 30 Jan 2026 | Direct | ||
| Kamau Omari Witherspoon | NNN | Common Stock | Award | 8% | 1,472 | 19,877 | 31 Oct 2025 | Direct | ||
| Elizabeth C. Gulacsy | NNN | Common Stock | Award | 8.04% | 1,087 | 14,607 | 31 Oct 2025 | Direct | ||
| David M. Fick | NNN | Common Stock | Award | 2.83% | 1,851 | 67,345 | 31 Oct 2025 | Direct | ||
| Edward J. Fritsch | NNN | Common Stock | Award | 1.43% | 888 | 62,796 | 31 Oct 2025 | Direct | ||
| Steven D. Cosler | NNN | Common Stock | Award | 2.47% | 1,583 | 65,555 | 31 Oct 2025 | Direct | ||
| Pamela K.m. Beall | NNN | Common Stock | Award | 2.62% | 888 | 34,839 | 31 Oct 2025 | Family Trust | ||
| Betsy D. Holden | NNN | Common Stock | Award | 4.16% | 1,288 | 32,267 | 31 Oct 2025 | Direct | ||
| Michelle Lynn Miller | NNN | Common Stock | Sale | -10.9% | $422,000 | $42.20 | -10,000 | 81,750 | 21 Aug 2025 | Direct |