Welcome to our dedicated page for NNN REIT SEC filings (Ticker: NNN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The NNN REIT, Inc. (NYSE: NNN) SEC filings page provides access to the company’s official regulatory documents as filed with the U.S. Securities and Exchange Commission. As an equity real estate investment trust, NNN uses its periodic reports and current reports to disclose financial performance, portfolio metrics, capital structure and material corporate events.
Through this page, you can review annual reports on Form 10-K and quarterly reports on Form 10-Q, which typically include detailed discussions of the company’s net lease real estate portfolio, occupancy, lease terms, acquisition and disposition activity, leverage and liquidity, as well as risk factors and management’s analysis. These filings also provide reconciliations for non-GAAP measures such as Funds From Operations (FFO), Core FFO, Adjusted Funds From Operations (AFFO) and EBITDAre that NNN highlights in its earnings releases.
Current reports on Form 8-K document significant events, such as the July 1, 2025 issuance of 4.600% senior unsecured notes due 2031, the December 17, 2025 entry into a senior unsecured delayed draw term loan facility, updates to the revolving credit agreement, earnings announcements, and changes in executive leadership or compensation arrangements. These filings outline key terms of new debt, covenant structures and other obligations that affect NNN’s balance sheet and financing flexibility.
In addition, this page can surface proxy statements and other governance-related documents, along with any Form 4 insider transaction reports when available, helping users analyze executive equity incentives and ownership changes. Real-time integration with EDGAR ensures that new NNN filings appear promptly, while AI-powered summaries highlight the most important sections, explain technical terms and point out items that may matter to shareholders, creditors and analysts reviewing NNN REIT, Inc.’s regulatory history.
NNN REIT, INC. director Pamela K.M. Beall reported an indirect acquisition of common stock through a family trust. The trust received a stock award of 833 shares at $43.52 per share under the NNN REIT 2017 Performance Incentive Plan, as amended. Following this compensation-related grant, the family trust holds 36,539 shares of NNN REIT common stock indirectly attributed to Beall.
NNN REIT, INC. director David M. Fick acquired 1,787 shares of Common Stock-equivalent stock units at a reference price of $43.52 per share. These units reflect the deferral under a company plan of compensation otherwise payable for Board and Committee services, converting that cash compensation into stock units.
Following this grant, Fick directly holds 70,965 shares or stock units in total. The transaction is characterized as a grant or award rather than an open-market purchase or sale, and represents routine director compensation paid in equity form.
NNN REIT, INC. director Betsy D. Holden reported a compensation-related equity grant. On April 30, 2026, she acquired 1,243 shares of Common Stock at $43.52 per share, recorded as a grant or award rather than an open-market purchase.
According to the footnote, this reflects deferral under a company plan and conversion into stock units of fees otherwise payable for Board and Committee services. After this grant, she directly holds 34,786 shares of NNN REIT, INC. common stock.
NNN REIT, INC. director Edward J. Fritsch reported receiving a stock award of 833 shares of common stock on April 30, 2026. The award was valued at $43.52 per share and was granted under the NNN REIT 2017 Performance Incentive Plan.
After this equity grant, Fritsch directly owns 64,496 shares of NNN REIT common stock. This is a compensation-related acquisition classified as a grant or award, not an open-market purchase or sale.
NNN REIT director Elizabeth Gulacsy received an equity-based compensation award. On April 30, 2026, she acquired 1,049 shares of Common Stock at a reference price of $43.52 per share through a grant classified as a grant, award, or other acquisition.
According to the footnote, this reflects a deferral of compensation for Board and Committee services into stock units under a company plan, rather than an open-market purchase. Following the award, she directly holds 16,733 shares of NNN REIT common stock.
NNN REIT director Kamau Omari Witherspoon acquired additional equity-based compensation through a board fee deferral. On April 30, he received 1,391 shares of Common Stock-equivalent stock units at an indicated value of $43.52 per share, reflecting the deferral and conversion of compensation for Board and Committee services. Following this award, he directly holds 22,696 shares or share-equivalent units.
NNN REIT Inc Schedule 13G reports that Vanguard Capital Management beneficially owned 10,047,239 shares of Common Stock, representing 5.28% of the class as of 03/31/2026. The filing lists a sole power to vote on 1,573,330 shares and sole dispositive power over 10,047,239 shares.
The filing states these holdings reflect securities managed by Vanguard Capital Management LLC and affiliated business divisions, including holdings for Vanguard funds and client accounts. The form is signed by Ashley Grim, Head of Global Fund Administration, dated 04/30/2026.
NNN REIT, Inc. reported a steady quarter for the period ended March 31, 2026. Total revenues were $240.4 million, up from $230.9 million a year earlier, driven mainly by higher rental income of $240.0 million. Net earnings were $94.0 million, slightly below $96.5 million in the prior-year quarter, as interest expense and real estate impairment charges increased.
The company’s property portfolio grew to 3,711 properties across all 50 states, with about 39.6 million square feet of gross leasable area and 98.6% of properties leased. NNN acquired 41 properties for $145.4 million and sold 25 properties for net proceeds of $35.8 million, recognizing a gain on disposition of $12.2 million.
Total assets were $9.4 billion and total debt was about $4.85 billion, including a new $300 million term loan and $80 million outstanding on the $1.2 billion credit facility, leaving $1.12 billion available. The portfolio generated Annualized Base Rent of $934.6 million with a weighted average remaining lease term of 10.1 years. NNN paid a quarterly dividend of $0.60 per share and continued to access equity through its DRIP and at-the-market programs.
NNN REIT, Inc. reported first quarter 2026 revenue of $240.4 million and net earnings of $93.9 million, or $0.50 per diluted share. Funds from operations were $0.86 per share, and adjusted funds from operations were $0.87 per share, matching the prior-year quarter.
The portfolio remained strong with 98.6% occupancy, 3,711 properties and a 10.1-year weighted average lease term. During the quarter the company invested $145.4 million in 41 properties at a 7.5% initial cash cap rate and sold 25 properties for $35.8 million. NNN fully drew its $300 million term loan, hedged at a fixed rate of 4.10%, and ended the quarter with $1.2 billion of total liquidity. The quarterly dividend was $0.60 per share, a 69% AFFO payout ratio, and 2026 guidance for AFFO per share was raised to $3.53–$3.59 with Core FFO per share updated to $3.48–$3.54.
NNN REIT Inc Schedule 13G shows Vanguard Portfolio Management reported beneficial ownership of 16,631,810 shares of Common Stock as of 03/31/2026. The filing states this holding represents 8.74% of the class and that Vanguard Portfolio Management has sole dispositive power over those shares.
The filing also reports sole voting power of 23,029 shares and notes ownership on behalf of various Vanguard affiliates and managed accounts.