NTST at a glance
NETSTREIT Corp. (NTST, SEC CIK 1798100) filed its latest 10-K annual report on February 10, 2026, a 10-Q quarterly report on July 22, 2026, an 8-K current report on October 2, 2026 and Form 4 insider filings as recently as September 8, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), NETSTREIT Corp. (NTST) reported revenue of $195.0 million (up 19.8% from FY2024) and net income of $6.9 million. Diluted EPS was $0.08.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding NETSTREIT Corp. (NTST) shares worth $1.9 billion in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Donlan Daniel P on September 4, 2026 of 1,200 shares at $20.12 per share.
- In the last 90 days, NTST insiders reported 1 open-market purchase ($24K) and 0 open-market sales ($0) on Form 4, a net purchase of $24K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $195.0M
- +19.8% vs prior year
- Insiders · 90 days
- 1 buy · 0 sells
- Net +$24K
- 13F holders
- 32 funds
- $1.9B · +1 vs prior quarter
- Latest 8-K
- Sep 14, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: internally managed REIT owning diversified single-tenant commercial retail properties under long-term net leases
- New emphasis on build-to-suit and reverse build-to-suit developments, including three properties under development without rent commenced
- Strategic shift: blend-and-extend acquisitions for longer lease terms with short-term leases to lower basis properties
- Portfolio growth: acquired 140 properties for $603M with WALT of 13.9 years; disposed 78 properties, net gain $7.7M
- Capital raise: $137M net proceeds from 12.4M shares public offering, plus $550M in new senior unsecured term loans raised
Risk Factors
- Cybersecurity risk with potential business interruption from breaches of company or third-party data systems
- Key-person dependency on IT Manager, CFO, and Chief Accounting Officer for cybersecurity risk management and incident response
- Board audit committee oversees cybersecurity risks with quarterly reporting on threats and mitigation processes
- No specific regulatory/legal, geopolitical, supply chain, competitive, or financial risks detailed in this section
Management Discussion & Analysis
- Revenue from investments generated ABR $198.3M as of Dec 31, 2025; portfolio 99.9% occupied with 10.1 years WALT
- Acquisitions: 140 properties purchased for $603.0M in 2025; dispositions: 78 properties sold for $169.1M with net gain $7.7M
- Operating margin or profitability figures not explicitly stated in MD&A
- Issued common stock raising net proceeds $137.0M (July 2025 offering) plus $51.6M through 2024 ATM program; $200M and $100M term loans funded in Sept 2025
- Management expects remaining 3 developments to complete with rent commencement in 2026; maintaining investment grade rating reduces debt margins by 15-25 bps
AI summary of the NTST 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Acquisitions: 79 properties for $252.7 million, including $3.5 million capitalized acquisition costs
- Property development investment $7.6 million, including two new developments
- Property sales $45.1 million net, generating $1.7 million net gain
- Mortgage loan investments $40.8 million, with $20.1 million principal collections
- Capital deployment funded by $50.0 million term-loan draw, $138.5 million equity settlements, Revolver borrowings, and operating cash flows
Risk Factors
- No newly added risk factors; filing states no material changes from the December 31, 2025 Form 10-K
- Carried-forward risks include business, financial-condition, and operating-results risks identified in the 2025 Form 10-K
- Additional unknown or currently immaterial risks could materially adversely affect business, financial condition, and results
- No quarter-specific regulatory, legal, compliance, operational, competitive, market, liquidity, debt, currency, or concentration changes disclosed
AI summary of the NTST 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Investor presentation released September 14, 2026 for recurring meetings with investors
- Exhibit 99.1 contains the substantive presentation and investor-facing company information
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Chief Accounting Officer Sofia Chernylo departed September 1, 2026 through mutual agreement
- Departure unrelated to accounting principles, disclosures, internal controls, management, or auditor disagreements
AI summaries of NTST 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for NTST
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Donlan Daniel P | Buy | Sep 4, 2026 | 1,200 | $20.12 |
| Manheimer Mark | Buy | Jun 18, 2026 | 5,000 | $19.19 |
| Zeigler Robin McBride | Sell | Apr 23, 2026 | 7,192 | $20.85 |
| Donlan Daniel P | M | Apr 10, 2026 | 11,681 | - |
| Donlan Daniel P | M | Apr 10, 2026 | 11,681 | - |
| Donlan Daniel P | F | Apr 10, 2026 | 4,597 | $20.26 |
| Manheimer Mark | M | Mar 8, 2026 | 4,842 | - |
| Manheimer Mark | F | Mar 8, 2026 | 1,906 | $20.91 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $131.9M | $162.8M | $195.0M | |
| Net Income | $6.8M | -$11.9M | $6.9M | |
| Net Margin | 5.2% | -7.3% | 3.5% | |
| Balance Sheet | ||||
| Total Assets | $1.9B | $2.3B | $2.6B | |
| Equity | $1.3B | $1.3B | $1.4B | |
| ROE | 0.5% | -0.9% | 0.5% | |
| Per Share | ||||
| EPS | $0.11 | $-0.16 | $0.08 | |
| Cash Flow | ||||
| Operating CF | $80.2M | $90.2M | $109.5M | |
Source: XBRL data in NETSTREIT Corp. (NTST)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate NTST share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $1.91B |
| Q1 2026 | 31 | $1.37B |
| Q4 2025 | 28 | $1.04B |
| Q3 2025 | 30 | $995.8M |
| Q2 2025 | 30 | $757.6M |
| Q1 2025 | 25 | $555.8M |
| Q4 2024 | 21 | $432.3M |
| Q3 2024 | 19 | $359.6M |
- BlackRock+9.38M (+96%)
- Goldman Sachs Group+3.76M (+313%)
- T. Rowe Price Group+1.89M (+3087%)
- Vanguard Portfolio Management LLC+1.73M (+41%)
- State Street Corp+1.63M (+46%)
- Citadel Advisors LLC−2.61M (-98%)
- Bank of America Corp−449.8K (-13%)
- D.E. Shaw & Co−380.6K (-17%)
- Ameriprise Financial−257.2K (-45%)
- Two Sigma Investments−87.0K (-2%)
- Mangrove Partners+17.1K
Source: 13F-HR filings on SEC EDGAR (aggregated from 216 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
NTST filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 2, 2026 | - | - | - |
| 8-K | Sep 14, 2026 | - | Analysis | - |
| 4 | Sep 8, 2026 | - | - | - |
| 8-K | Sep 3, 2026 | - | Analysis | - |
| SC 13G | Aug 12, 2026 | - | - | |
| SC 13G | Aug 7, 2026 | - | - | |
| SC 13G | Aug 3, 2026 | - | - | |
| SC 13G | Aug 3, 2026 | - | - | |
| SC 13G | Aug 3, 2026 | - | - | |
| SC 13G | Jul 31, 2026 | - | - | |
| SC 13G | Jul 31, 2026 | - | - | |
| 8-K | Jul 22, 2026 | - | Analysis | - |
| 10-Q | Jul 22, 2026 | Jun 30, 2026 | Analysis | |
| SC 13G | Jul 17, 2026 | - | - | |
| 4 | Jun 22, 2026 | - | - | - |
| 8-K | Jun 16, 2026 | - | Analysis | - |
| 8-K | Jun 2, 2026 | - | Analysis | |
| 8-K | May 15, 2026 | - | Analysis | |
| SC 13G | May 15, 2026 | - | - | |
| 8-K | May 5, 2026 | - | Analysis | - |
| 4 | Apr 27, 2026 | - | - | - |
| 8-K | Apr 21, 2026 | - | Analysis | - |
| 8-K | Apr 20, 2026 | - | Analysis | - |
| 10-Q | Apr 20, 2026 | Mar 31, 2026 | Analysis | |
| 4 | Apr 14, 2026 | - | - | - |
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NTST SEC filings: frequently asked questions
Are NTST insiders buying or selling?
In the last 90 days, NETSTREIT Corp. (NTST) officers, directors and 10% owners reported 1 open-market purchase worth $24,144 by 1 insider and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold NTST stock?
As of June 30, 2026, the largest NETSTREIT Corp. (NTST) holders among the 13F filers tracked by SignalX were BlackRock ($404.8 million), COHEN & STEERS, INC. ($344.3 million), Principal Financial Group ($203.3 million), Vanguard Portfolio Management LLC ($125.4 million), State Street Corp ($109.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was NTST's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), NETSTREIT Corp. (NTST) reported revenue of $195.0 million (up 19.8% from FY2024) and net income of $6.9 million. Diluted EPS was $0.08. The figures come from the XBRL data in the 10-K.
What are the main risks in NTST's latest 10-K?
In the 10-K filed February 10, 2026, NETSTREIT Corp. (NTST) flagged: Cybersecurity risk with potential business interruption from breaches of company or third-party data systems. Key-person dependency on IT Manager, CFO, and Chief Accounting Officer for cybersecurity risk management and incident response. (AI summary of the Risk Factors section.)
What did NTST report in its latest 8-K?
NETSTREIT Corp. (NTST) filed an 8-K on September 14, 2026 reporting Item 7.01 (Regulation FD Disclosure). Investor presentation released September 14, 2026 for recurring meetings with investors.
What are the latest NTST SEC filings?
NETSTREIT Corp. (NTST) filed its latest 10-K annual report on February 10, 2026, a 10-Q quarterly report on July 22, 2026, an 8-K current report on October 2, 2026 and a Form 4 insider filing on September 8, 2026.
What is NTST's SEC CIK number?
NETSTREIT Corp. (NTST)'s SEC Central Index Key (CIK) is 1798100. EDGAR lists every NTST filing under that number.
Ask anything about NTST
The research agent reads NTST's filings, financials, insider trades and 13F holders, then answers with sources.