NETSTREIT CORP NTST
COM · REIT · CUSIP 64119V303 · ISIN US64119V3033
- SectorReal estate
- IndustryReal Estate Investment Trusts
- HeadquartersDallas, TX
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.7m this quarter). Holder counts are more reliable. Shares outstanding: 101.5m as of 2026-07-17, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $21.10. Options: 2 managers hold calls ($10.6k notional), 1 hold puts ($143.7k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 146 |
| Q4 2022 | 150 |
| Q1 2023 | 145 |
| Q2 2023 | 154 |
| Q3 2023 | 143 |
| Q4 2023 | 151 |
| Q1 2024 | 166 |
| Q2 2024 | 175 |
| Q3 2024 | 192 |
| Q4 2024 | 208 |
| Q1 2025 | 217 |
| Q2 2025 | 227 |
| Q3 2025 | 243 |
| Q4 2025 | 239 |
| Q1 2026 | 254 |
| Q2 2026 | 269 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 130 | 69 |
| Q4 2024 | 120 | 89 |
| Q1 2025 | 132 | 79 |
| Q2 2025 | 127 | 97 |
| Q3 2025 | 156 | 84 |
| Q4 2025 | 123 | 113 |
| Q1 2026 | 144 | 101 |
| Q2 2026 | 153 | 104 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $35.9k | $202.0k | 5.63 |
| Q4 2025 | $1.8k | $0 | 0.00 |
| Q1 2026 | $1.9k | $703.6k | 373.64 |
| Q2 2026 | $10.6k | $143.7k | 13.60 |
Biggest buyers
| BlackRock, Inc. | Added | +9.4m |
| GOLDMAN SACHS GROUP INC | Added | +3.8m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +1.9m |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +1.7m |
| STATE STREET CORP | Added | +1.6m |
| COHEN & STEERS, INC. | Added | +1.5m |
| DEUTSCHE BANK AG\ | Added | +1.4m |
| UBS Group AG | Added | +912.4k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +803.4k |
| Balyasny Asset Management L.P. | New | +653.4k |
Biggest sellers
| CITADEL ADVISORS LLC | Reduced | -2.6m |
| Hudson Bay Capital Management LP | Sold out | -2.2m |
| Qube Research & Technologies Ltd | Reduced | -1.4m |
| Brookfield Corp /ON/ | Reduced | -1.0m |
| Alyeska Investment Group, L.P. | Reduced | -668.6k |
| HRT FINANCIAL LP | Reduced | -649.9k |
| Freestone Grove Partners LP | Sold out | -588.3k |
| Heitman Real Estate Securities LLC | Reduced | -531.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -471.9k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | Reduced | -452.9k |
Biggest calls
| SIMPLEX TRADING, LLC | New | $8.5k400 shares |
| GROUP ONE TRADING LLC | Unchanged | $2.1k100 shares |
Biggest puts
| SIMPLEX TRADING, LLC | Added | $143.7k6.8k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| COHEN & STEERS, INC. 13G · institution +2.8 pts · filed 2026-08-14 | 16.8% |
| BlackRock, Inc. 13G · institution +5.9 pts · filed 2026-07-08 | 13.9% |
| PRINCIPAL REAL ESTATE INVESTORS LLC 13G · institution +0.6 pts · filed 2026-08-05 | 8.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 6.2% |
| GOLDMAN SACHS GROUP INC 13G · institution new · filed 2026-08-12 | 5.7% |
| STATE STREET CORP 13G · institution new · filed 2026-08-07 | 5.3% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.2% |
Fell to 5% or below in the last year: BlackRock Portfolio Management LLC (5.0%, 2026-10-27; now reported by BlackRock, Inc.), MILLENNIUM MANAGEMENT LLC (3.1%, 2026-10-22), BANK OF AMERICA CORP /DE/ (3.5%, 2026-08-11), TEACHERS ADVISORS, LLC (2.5%, 2026-08-03), TIAA CREF INVESTMENT MANAGEMENT LLC (1.6%, 2026-08-03), Nuveen Asset Management, LLC (1.4%, 2026-08-03), PRUDENTIAL FINANCIAL INC (1.8%, 2026-05-08), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), T. Rowe Price Investment Management, Inc. (4.2%, 2025-11-14)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 2 | $220.4k | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 1 | $100.5k | 0 | — | — |
| Q4 2025 | 1 | $34.7k | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 1 | $96.0k | 1 | $150.0k | — |
| Q3 2026 | 1 | $24.1k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-04 | Donlan Daniel P CFO and Treasurer | Bought | $24.1k1.2k shares |
| 2026-06-18 | Manheimer Mark President, CEO and Secretary, director | Bought | $96.0k5.0k shares |
| 2026-04-23 | Zeigler Robin McBride Director | Sold | $150.0k7.2k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 19.2m $404.8m | Added +9.4m |
| COHEN & STEERS, INC. 0.54% of their portfolio | 16.3m $344.3m | Added +1.5m |
| PRINCIPAL FINANCIAL GROUP INC 0.10% of their portfolio | 9.6m $203.3m | Added +84.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 5.9m $125.4m | Added +1.7m |
| Nuveen, LLC 0.03% of their portfolio | 5.3m $112.3m | Added +170.0k |
| STATE STREET CORP 0.00% of their portfolio | 5.2m $109.7m | Added +1.6m |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 5.0m $104.8m | Added +3.8m |
| MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio | 4.6m $97.2m | Added +46.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 4.3m $91.3m | Added +97.1k |
| TWO SIGMA INVESTMENTS, LP 0.06% of their portfolio | 3.8m $81.0m | Reduced -87.0k |
| Alyeska Investment Group, L.P. 0.19% of their portfolio | 3.5m $73.1m | Reduced -668.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 3.0m $63.0m | Reduced -449.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.8m $58.2m | Added +322.5k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 0.43% of their portfolio | 2.4m $50.8m | Reduced -452.9k |
| GRS Advisors, LLC 4.09% of their portfolio | 2.3m $48.4m | Added +47.9k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 2.1m $44.6m | Added +1.4m |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 2.0m $37.4m | Reduced -239.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 1.9m $41.1m | Added +1.9m |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 1.8m $38.7m | Reduced -380.6k |
| PRUDENTIAL FINANCIAL INC 0.04% of their portfolio | 1.8m $37.5m | Reduced -82.1k |
| Jupiter Topco LLC 0.02% of their portfolio | 1.7m $37.0m | First filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.6m $33.4m | Added +125.7k |
| T. Rowe Price Investment Management, Inc. 0.02% of their portfolio | 1.6m $33.2m | Added +4.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 1.6m $32.9m | Added +803.4k |
| UBS Group AG 0.01% of their portfolio | 1.5m $32.5m | Added +912.4k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.05% of their portfolio | 1.5m $32.0m | Added +70.0k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.4m $29.1m | Added +97.1k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 1.4m $28.8m | Reduced -39.2k |
| MORGAN STANLEY 0.00% of their portfolio | 1.3m $27.1m | Added +212.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.2m $26.2m | Added +200.4k |
| Heitman Real Estate Securities LLC 1.60% of their portfolio | 1.2m $24.9m | Reduced -531.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.1m $23.8m | Added +448.7k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 1.1m $22.5m | Added +548.9k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 980.5k $20.7m | Reduced -1.4m |
| JUPITER ASSET MANAGEMENT LTD 0.10% of their portfolio | 978.2k $20.7m | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% of their portfolio | 967.9k $20.5m | Added +50.2k |
| DEPRINCE RACE & ZOLLO INC 0.33% of their portfolio | 935.8k $19.8m | Reduced -225.9k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.13% of their portfolio | 933.8k $19.7m | Reduced -38.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 852.8k $18.2m | Added +2.9k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio | 837.4k $17.7m | Reduced -224.2k |
| Point72 Asset Management, L.P. 0.03% of their portfolio | 781.3k $16.5m | Added +130.3k |
| Verition Fund Management LLC 0.11% of their portfolio | 729.7k $15.4m | Reduced -179.6k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 658.5k $13.9m | Added +26.2k |
| TUDOR INVESTMENT CORP ET AL 0.06% of their portfolio | 655.3k $13.8m | Added +245.3k |
| Balyasny Asset Management L.P. 0.03% of their portfolio | 653.4k $13.8m | New |
| BOOTHBAY FUND MANAGEMENT, LLC 0.26% of their portfolio | 653.0k $13.8m | Added +177.9k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 650.0k $13.7m | Reduced -20.0k |
| FEDERATED HERMES, INC. 0.02% of their portfolio | 633.6k $13.4m | Added +252.9k |
| Hazelview Securities Inc. 1.82% of their portfolio | 606.3k $13.1m | New |
| Gillson Capital LP 0.74% of their portfolio | 594.2k $12.6m | Added +261.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 570.8k $12.1m | Added +24.3k |
| Legal & General Group Plc 0.00% of their portfolio | 529.2k $11.2m | Added +149.8k |
| Tributary Capital Management, LLC 0.91% of their portfolio | 524.6k $11.1m | Reduced -15.6k |
| BARCLAYS PLC 0.00% of their portfolio | 463.5k $9.8m | Added +285.8k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 448.9k $9.6m | Added +112.2k |
| BESSEMER GROUP INC 0.01% of their portfolio | 397.3k $8.4m | Unchanged |
| Jump Financial, LLC 0.07% of their portfolio | 388.7k $8.2m | Added +158.6k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 386.6k $8.2m | Reduced -12.9k |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 358.4k $7.6m | Added +245.4k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 334.0k $7.1m | New |
| Jefferies Financial Group Inc. 0.06% of their portfolio | 327.6k $6.9m | New |
| Quantbot Technologies LP 0.26% of their portfolio | 317.7k $6.7m | Added +147.5k |
| Zimmer Partners, LP 0.16% of their portfolio | 315.5k $6.7m | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 312.5k $6.6m | Added +37.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 310.3k $6.6m | Reduced -257.2k |
| EASTERLY INVESTMENT PARTNERS LLC 0.32% of their portfolio | 293.4k $6.2m | Reduced -274.7k |
| Schonfeld Strategic Advisors LLC 0.03% of their portfolio | 282.7k $6.0m | Reduced -46.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 276.3k $5.8m | Reduced -3.9k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.03% of their portfolio | 274.8k $5.8m | Reduced -169.7k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.08% of their portfolio | 271.3k $5.7m | Unchanged |
| ALGERT GLOBAL LLC 0.07% of their portfolio | 262.7k $5.6m | Added +67.6k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 249.8k $5.3m | Added +130.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 247.3k $5.2m | Added +52.5k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 240.4k $5.1m | Reduced -51.5k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 238.1k $5.0m | Added +81.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 236.7k $5.0m | Reduced -20.9k |
| GSA CAPITAL PARTNERS LLP 0.31% of their portfolio | 230.4k $4.9m | Added +30.8k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 215.6k $4.6m | Added +17.5k |
| Burkehill Global Management, LP 0.16% of their portfolio | 213.5k $4.5m | Unchanged |
| MARSHALL WACE, LLP 0.00% of their portfolio | 203.5k $4.3m | Added +52.4k |
| Swiss National Bank 0.00% of their portfolio | 195.2k $4.1m | Added +30.5k |
| MIZUHO MARKETS AMERICAS LLC 0.07% of their portfolio | 190.0k $4.0m | Added +113.0k |
| GW&K Investment Management, LLC 0.03% of their portfolio | 184.5k $3.9m | Reduced -199 |
| Investment Management Corp of Ontario 0.05% of their portfolio | 184.1k $3.9m | Unchanged |
| VARCOV Co. 1.46% of their portfolio | 182.2k $3.9m | New |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 179.2k $3.8m | Added +49.1k |
| Quantinno Capital Management LP 0.00% of their portfolio | 173.8k $3.7m | Reduced -3.1k |
| CITIGROUP INC 0.00% of their portfolio | 162.6k $3.4m | Added +43.4k |
| NOMURA ASSET MANAGEMENT CO LTD 0.01% of their portfolio | 159.2k $3.4m | Added +11.3k |
| Asset Management One Co., Ltd. 0.01% of their portfolio | 137.3k $2.9m | Added +3.0k |
| Engineers Gate Manager LP 0.04% of their portfolio | 137.2k $2.9m | Reduced -44.8k |
| OVERSEA-CHINESE BANKING Corp Ltd 0.07% of their portfolio | 133.9k $2.8m | Reduced -4.3k |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 130.5k $2.5m | Unchanged |
| Graham Capital Management, L.P. 0.07% of their portfolio | 127.3k $2.7m | Added +15.1k |
| Y-Intercept (Hong Kong) Ltd 0.05% of their portfolio | 123.5k $2.6m | New |
| Polaris Capital Management, LLC 0.24% of their portfolio | 118.6k $2.5m | Added +10.7k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 116.1k $2.5m | Added +1.6k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio | 110.7k $2.3m | Added +14.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 110.2k $2.3m | Added +2.3k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 107.9k $2.3m | Added +14.1k |