Broadstone Net Lease Ownership | Who Owns Broadstone Net Lease?
Broadstone Net Lease Ownership Summary
Broadstone Net Lease is owned by 73.45% institutional investors, 1.09% insiders, and 25.46% retail investors. Vanguard group is the largest institutional shareholder, holding 14.77% of BNL shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.94% of its assets in Broadstone Net Lease shares.
BNL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Broadstone Net Lease | 73.45% | 1.09% | 25.46% |
| Sector | Real Estate Stocks | 66.62% | 8.14% | 25.24% |
| Industry | Diversified REIT Stocks | 61.62% | 5.21% | 33.17% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 27.66M | 14.77% | $438.97M |
| Blackrock | 19.19M | 10.24% | $304.49M |
| Principal financial group | 14.72M | 7.86% | $233.63M |
| State street | 8.19M | 4.37% | $132.32M |
| Alliancebernstein | 4.97M | 2.65% | $78.88M |
| Geode capital management | 4.78M | 2.55% | $75.91M |
| Massachusetts financial services co /ma/ | 3.53M | 1.88% | $55.95M |
| Centersquare investment management | 3.50M | 1.87% | $55.54M |
| Millennium management | 3.18M | 1.70% | $50.43M |
| Charles schwab investment management | 3.17M | 1.69% | $50.30M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| New england private wealth advisors | 1.77M | 4.91% | $28.14M |
| Prairiewood capital | 327.18K | 2.46% | $5.19M |
| Tritonpoint wealth | 1.24M | 1.93% | $20.05M |
| Dean capital management | 88.47K | 1.81% | $1.40M |
| Aew capital management l p | 2.27M | 1.75% | $36.09M |
| Mycio wealth partners | 320.31K | 1.30% | $5.08M |
| Cobblestone capital advisors llc /ny/ | 971.87K | 0.95% | $15.42M |
| Cascade financial partners | 394.27K | 0.82% | $6.26M |
| Cooper/haims advisors | 86.19K | 0.77% | $1.37M |
| Lasalle investment management securities | 1.10M | 0.75% | $17.50M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 3.18M | 0.02% | 2.78M |
| Norges bank | 2.28M | 0.01% | 2.28M |
| Victory capital management | 1.07M | 0.02% | 1.03M |
| Centersquare investment management | 3.50M | 0.60% | 991.22K |
| Fuller & thaler asset management | 2.03M | 0.14% | 733.82K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cbre investment management listed real assets | - | - | -2.52M |
| Schroder investment management group | - | - | -2.01M |
| V3 capital management | - | - | -1.32M |
| Massachusetts financial services co /ma/ | 3.53M | 0.02% | -1.17M |
| Schonfeld strategic advisors | - | - | -853.60K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.28M | 0.01% | 2.28M | $36.19M |
| Mirae asset global etfs | 541.19K | 0.02% | 541.19K | $8.59M |
| Dean investment associates | 239.78K | 0.54% | 239.78K | $3.81M |
| Systematic financial management lp | 187.80K | 0.09% | 187.80K | $2.98M |
| Corebridge financial | 101.49K | 0.01% | 101.49K | $1.61M |
Sold Out
| Holder | Change |
|---|---|
| Concord wealth partners | -44.00 |
| Northwestern mutual wealth management | -57.00 |
| Frazier financial advisors | -138.00 |
| Quantbot technologies lp | -775.00 |
| Systm wealth solutions | -1.99K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 281 | -1.40% | 137,719,746 | -9.07% | 73 | 1.12% | 135 | -3.57% | 94 | 2.17% |
| Jun 30, 2024 | 279 | -1.41% | 151,048,225 | -0.83% | 80 | 1.21% | 138 | -0.72% | 91 | 2.25% |
| Mar 31, 2024 | 283 | 2.91% | 152,310,734 | -1.07% | 81 | 1.20% | 139 | -9.15% | 89 | 11.25% |
| Dec 31, 2023 | 275 | 4.56% | 153,963,111 | 3.34% | 82 | 1.29% | 153 | 15.04% | 80 | -4.76% |
| Sep 30, 2023 | 263 | 0.77% | 148,992,084 | 1.26% | 79 | 1.28% | 133 | -10.74% | 84 | 23.53% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 7.42M | 3.94% | -17.31K |
| Vanguard Total Stock Mkt Idx Inv | 5.86M | 3.11% | -32.23K |
| Principal Real Estate Securities R5 | 4.93M | 2.62% | 31.11K |
| iShares Russell 2000 ETF | 4.89M | 2.59% | -11.00K |
| Vanguard Small Cap Index | 4.73M | 2.51% | 9.25K |
| Vanguard Small Cap Value Index Inv | 3.19M | 1.69% | -1.10K |
| Vanguard Institutional Extnd Mkt Idx Tr | 2.82M | 1.49% | -20.55K |
| Fidelity Small Cap Index | 1.97M | 1.05% | -48.27K |
| iShares Russell 2000 Value ETF | 1.80M | 0.96% | - |
| FullerThaler Behavioral Small-Cap Value | 1.80M | 0.95% | -320.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 14, 2024 | Wiegel Molly | SVP - Human Resources & Admin | Sell | $97.84K |
| Feb 27, 2024 | NARASIMHAN SHEKAR | - | Buy | $74.35K |
| Feb 26, 2024 | COKE MICHAEL A | - | Buy | $146.72K |
| Feb 26, 2024 | Moragne John David | Chief Executive Officer | Buy | $147.69K |
| Feb 26, 2024 | Fennell Kevin | EVP & CFO | Buy | $58.52K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q2 | - | 1 |
| 2024 Q1 | 4 | - |
| 2023 Q2 | - | - |
| 2023 Q1 | 5 | 1 |
| 2022 Q3 | - | - |
BNL Ownership FAQ
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