What is the 13F Pro Quality Score for NTST?

13F Pro ranks NETSTREIT Corp. (NTST) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View NTST's current score at https://13fpro.ai/company/NTST (free sign-up required for the full ranking).

Which hedge funds own the most NTST stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of NTST include BlackRock,, COHEN & STEERS,, PRINCIPAL FINANCIAL GROUP. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/NTST as soon as new 13F filings post.

Where does 13F Pro source NTST data?

All NETSTREIT Corp. fundamentals and ownership data come directly from SEC EDGAR. NETSTREIT Corp. files with the SEC under CIK 1798100. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is NTST in?

NETSTREIT Corp. (NTST) is classified in the Real Estate sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/real-estate.

What drives NTST's revenue?

Per NETSTREIT Corp.'s latest 10-Q filed with the SEC on 2026-07-22, the biggest revenue drivers are: Rental revenue (including reimbursable) ($57.8M, +28% YoY); Interest income on loans receivable ($2.9M, -7% YoY); Other revenue ($0.6M). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/NTST.

What are NTST's largest expenses?

NETSTREIT Corp.'s latest 10-Q reports these as the largest expense items: Depreciation and amortization ($25.8M, +20% YoY); Interest expense, net ($15.6M, +23% YoY); Property expenses ($5.7M, +27% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is NTST research updated on 13F Pro?

NTST's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

NETSTREIT Corp.(NTST)Stock Analysis

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Why NTST Scores 61/100

exact factor attribution · 2026-08-29

NTST's composite is driven by free cash flow and revenue growth, held back by scale and institutional flow. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Free cash flow

+6.2 pts

92th pct

Revenue growth

+5.9 pts

79th pct

Earnings quality

+4.3 pts

93th pct

Profitability

+2.3 pts

65th pct

Shareholder dilution

-0.9 pts

32th pct

Earnings growth

-1.0 pts

30th pct

Capital efficiency

-1.3 pts

37th pct

Institutional flow

-1.4 pts

23th pct

Scale

-3.4 pts

28th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

NTST Stock Analysis & AI Quality Score

Data updated 2026-08-29

AI stock analysis and institutional research for NETSTREIT Corp. (NTST), a Real Estate sector company. 13F Pro tracks NTST using direct SEC EDGAR data and AI-powered research tools. Based on the latest XBRL financial filings (Q2 2026), NETSTREIT Corp. reports quarterly revenue of $61.3M, net income of $6.3M. Top institutional holders of NTST by reported 13-F value include BlackRock, COHEN & STEERS, PRINCIPAL FINANCIAL GROUP, based on the most recent SEC filings. NTST trades on the NYSE exchange and files with the SEC under CIK 1798100. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate NTST daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for NETSTREIT Corp. directly from SEC EDGAR. NETSTREIT Corp.'s 13F Pro composite quality score has ranged between 50 and 66 since 2023, currently 60.8 — an improving long-term trajectory across 57 quarterly and live scoring snapshots.

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Fun facts about NETSTREIT Corp.

Quirks, history, and lore behind NTST — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. real estate investment trust · listed on the NYSE · headquartered in Texas · focused on single-tenant commercial properties.
2
The Numbers
A small-cap REIT with a portfolio of roughly 600+ properties across the country, generating revenue in the low hundreds of millions annually.
3
The History
A relatively young company, founded around 2019 and going public shortly after — built from the ground up during a period when net-lease real estate was red-hot.
4
The Secret
Its entire strategy is built on net leases with investment-grade tenants — meaning the tenants pay taxes, insurance, and maintenance, making life very tidy for the landlord.
5
The Lore
Its tenants read like a recession-resistant shopping list — think pharmacies, dollar stores, and convenience chains — the kind of businesses people visit whether the economy is booming or busting.
6
The Giveaway
Its ticker is NTST, it rhymes with "net street," and its name literally spells out its mission: net-lease real estate, built to last.

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What's Driving NTST's Business? Latest 10-Q Breakdown

✓ 25/25 datapoints verified

AI-extracted from NETSTREIT Corp.'s 10-Q filed 2026-07-22 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

NETSTREIT acquired 79 properties for $252.7M in Q2 2026, growing annualized base rent to $231.4M, while net income rose to $6.3M despite higher interest expense from new debt draws.

Biggest Revenue Drivers

Rental revenue (including reimbursable)$57.8M+28% YoY

Increase in the number of operating leases from property acquisitions and developments.

Interest income on loans receivable$2.9M-7% YoY

Modest decrease from prior year period.

Biggest Revenue Drivers

Total revenue: $61.3M+27% YoY

Rental revenue (including reimbursable)$57.8M+28% YoY

Increase in the number of operating leases from property acquisitions and developments.

Interest income on loans receivable$2.9M-7% YoY

Modest decrease from prior year period.

Other revenue$0.6M

Lease termination fees and other miscellaneous revenues.

Largest Expense Items

Depreciation and amortization$25.8M+20% YoY

Proportionate to increase in portfolio size with building depreciation and in-place lease amortization increases.

Interest expense, net$15.6M+23% YoY

Increase driven by $2.4M additional interest on 2032 Term Loan and $2.2M on 2031 Term Loan, partially offset by lower Revolver borrowings.

Property expenses$5.7M+27% YoY

Increase in number of operating properties with higher reimbursable property taxes and common area maintenance.

General and administrative expenses$5.8M+7% YoY

Increase in stock-based compensation and payroll expense.

Margins: Gross margins compressed as interest expense growth (+23% YoY) outpaced revenue growth (+27% YoY), reflecting higher debt levels from $100M drawn on 2032 Term Loan and $200M on 2031 Term Loan. Depreciation and amortization also increased proportionally with portfolio expansion, offsetting operational leverage.

Watch Items from the Filing

Debt maturities approaching: $250M 2029 Term Loan due July 3, 2027, and $200M 2028 Term Loan due February 11, 2028. Company must refinance or repay these within 12-18 months.
Portfolio concentration: Texas and Illinois represent 18.0% and 7.7% of gross real estate investments, respectively, indicating geographic concentration risk.
Unsettled forward equity of $38.9M shares (weighted-average net settlement price $18.34) exposes company to settlement risk if stock price declines before maturity dates ranging September 2026 to June 2027.
Provisions for impairment of $4.2M in Q2 2026 on 10 properties indicate ongoing portfolio quality challenges; company recognized $6.3M impairment YTD on 18 properties.
Operating lease portfolio 100% occupied (excluding 5 properties under development) with 10.0-year WALT and 41% of ABR from investment-grade tenants, supporting revenue stability.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$61.3M

Net Income

Q2 2026

$6.3M

ROIC

Q2 2026

0.9%

D/E Ratio

Q2 2026

0.89

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+19.8% YoY

$195.0MFY 2025

FY22 $96.3MFY23 $131.9MFY24 $162.8MFY25 $195.0M

EPS (Diluted)

+150.0% YoY

$0.08FY 2025

FY22 $0.16FY23 $0.11FY24 $-0.16FY25 $0.08

Total Assets

+15.7% YoY

$2.61BFY 2025

FY22 $1.61BFY23 $1.95BFY24 $2.26BFY25 $2.61B

Total Debt

+26.2% YoY

$1.10BFY 2025

FY22 $491.5MFY23 $607.9MFY24 $868.3MFY25 $1.10B

Op. Cash Flow

+21.5% YoY

$109.5MFY 2025

FY22 $50.6MFY23 $80.2MFY24 $90.2MFY25 $109.5M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$195.0M +19.8%	$162.8M +23.4%	$131.9M +37.0%	$96.3M +62.8%	$59.1M +75.3%	$33.7M
EPS (Diluted)	$0.08 +150.0%	$-0.16 -245.5%	$0.11 -31.3%	$0.16 +100.0%	$0.08 +700.0%	$0.01
Total Assets	$2.61B +15.7%	$2.26B +16.1%	$1.95B +21.2%	$1.61B +50.3%	$1.07B +47.2%	$725.8M
Total Debt	$1.10B +26.2%	$868.3M +42.8%	$607.9M +23.7%	$491.5M +106.9%	$237.5M +37.4%	$172.9M
Operating Cash Flow	$109.5M +21.5%	$90.2M +12.5%	$80.2M +58.3%	$50.6M +60.9%	$31.5M +146.9%	$12.7M

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Available Research

13F Pro tracks comprehensive data for NETSTREIT Corp. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of NTST

BlackRock, Inc.
$404.8M19,156,666 sh
COHEN & STEERS, INC.
$344.3M16,295,578 sh
PRINCIPAL FINANCIAL GROUP INC
$203.3M9,620,485 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$125.4M5,935,181 sh
Nuveen, LLC
$112.3M5,313,467 sh
STATE STREET CORP
$109.7M5,191,937 sh
GOLDMAN SACHS GROUP INC
$104.8M4,958,565 sh
MILLENNIUM MANAGEMENT LLC
$97.2M4,600,699 sh
VANGUARD CAPITAL MANAGEMENT LLC
$91.3M4,319,548 sh
TWO SIGMA INVESTMENTS, LP
$81.0M3,834,450 sh

Fund	Value	Shares
BlackRock, Inc.	$404.8M	19,156,666
COHEN & STEERS, INC.	$344.3M	16,295,578
PRINCIPAL FINANCIAL GROUP INC	$203.3M	9,620,485
VANGUARD PORTFOLIO MANAGEMENT LLC	$125.4M	5,935,181
Nuveen, LLC	$112.3M	5,313,467
STATE STREET CORP	$109.7M	5,191,937
GOLDMAN SACHS GROUP INC	$104.8M	4,958,565
MILLENNIUM MANAGEMENT LLC	$97.2M	4,600,699
VANGUARD CAPITAL MANAGEMENT LLC	$91.3M	4,319,548
TWO SIGMA INVESTMENTS, LP	$81.0M	3,834,450

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Is NTST a good stock to buy?

13F Pro's AI-powered analysis of NETSTREIT Corp. (NTST) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Real Estate sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for NTST are available on the NTST stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. NTST is classified as a mid company.

Which hedge funds own NTST?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling NTST. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of NETSTREIT Corp.'s investment landscape.