NNN REIT, Inc. (NNN): A Bull Case Theory
We came across a bullish thesis on NNN REIT, Inc. on Compounding Dividends’s Substack by TJ Terwilliger. In this article, we will summarize the bulls’ thesis on NNN.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bayforest Capital Theodoros Tsagaris | 4,525 | $192,629 | +706% | 0.09% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $20.24 | 111 | $2,246.86 | 3,676 | 2020-03-26 | Filing | |
| $19.50 | 300 | $5,850.00 | 3,565 | 2020-03-25 | Filing | |
| $19.18 | 2,196 | $42,118.62 | 3,265 | 2020-03-24 | Filing | |
| $17.74 | 1,069 | $18,967.27 | 1,069 | 2020-03-23 | Filing | |
| $25.95 | 2,200 | $57,090.00 | 2,200 | 2016-09-28 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $42.20 | 10,000 | $422,000.00 | 81,750 | 2025-08-21 | Filing | |
| $42.47 | 4,800 | $203,856.00 | 95,466 | 2025-06-11 | Filing | |
| $42.46 | 55,356 | $2,350,415.76 | 712,108 | 2025-03-17 | Filing | |
| $42.51 | 1,000 | $42,510.00 | 68,756 | 2024-12-10 | Filing | |
| $47.10 | 5,000 | $235,500.00 | 71,251 | 2024-08-26 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,173,697 | $135,104,282 | 0.04% | |
| 2. | 833,195 | $35,469,111 | 0.71% | |
| 3. | 448,908 | $19,110,014 | 1.53% | |
| 4. | 434,193 | $18,218,757 | 1% | |
| 5. | 356,493 | $15,175,907 | 0.04% |