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NTST

NETSTREIT Corp.

At today's price, NETSTREIT Corp. (NTST) is priced for +2.5% FFO growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
+2.5% FFO growth
Priced In
within-range

Key Takeaways

• NETSTREIT owns single-tenant retail properties on long net leases, where the tenant covers taxes, insurance, and upkeep, and it raised 2026 funds-from-operations guidance to $1.36 to $1.39 per share after a quarter of brisk acquisition. [Source: NETSTREIT Q1 2026 earnings release, April 2026] • The central risk is how the growth is funded: the share count has grown more than 20% a year as the company issues equity to buy properties, and the Q1 guidance itself carries an estimated $0.03 to $0.0

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Institutional ownership

244 institutional managers reported holding NTST in 13F filings for the quarter ended 2026-03-31. 41 opened new positions that quarter. Held by Cohen & Steers, BlackRock, Vanguard Group, among others. On the short side, 32.8M shares were sold short as of the 2026-06-15 count, about 33% of shares outstanding (26 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

NTST's share count grew 151.3% over the past five years even with $6.53M spent on repurchases. It pays a dividend, and has paid one every year in our records (6 and counting), raised 2 years straight; the current rate is $0.85 a share annually. Cash returned over the past three years: $182.94M in dividends and $4.27M in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at NTST over the trailing three years: 2023: 4 buys totaling $99k; 2024: 1 buy totaling $19k; 2025: 13 buys totaling $356k; 2026: 1 buy totaling $96k. 10 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

NTST's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-07-27-1.1%-13.8%
2023-10-26-1.9%+31.5%
2024-02-15+3.9%-5.9%
2024-04-30-0.9%-3.4%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

NTST's latest 8-K filings: 2026-06-16 (items 7.01, 9.01); 2026-06-02 (items 7.01, 9.01); 2026-05-15 (items 5.07); 2026-05-05 (items 7.01, 9.01); 2026-04-21 (items 8.01, 9.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

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Last analyzed: June 27, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.