Broadstone Net Lease Ownership 2024 | Who Owns Broadstone Net Lease Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

80.18%

Insider Ownership

0.99%

Retail Ownership

18.83%

Institutional Holders

277.00

Broadstone Net Lease Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC14.77%0.01%27,660,571-301,769-1.08%438,973,261Jun 30, 2024
BLACKROCK INC.10.24%0.01%19,186,723240,9401.27%304,493,295Jun 30, 2024
PRINCIPAL FINANCIAL GROUP INC7.86%0.14%14,721,390-56,429-0.38%233,628,309,000Jun 30, 2024
STATE STREET CORP4.37%0.01%8,191,7618,9080.11%132,318,246,000Jun 30, 2024
ALLIANCEBERNSTEIN L.P.2.65%0.03%4,970,488141,8852.94%78,881,645Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.55%0.01%4,782,428180,0693.91%75,910,747Jun 30, 2024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1.88%0.02%3,525,710-1,174,666-24.99%55,953,018Jun 30, 2024
CENTERSQUARE INVESTMENT MANAGEMENT LLC1.87%0.60%3,499,880991,21939.51%55,543,096Jun 30, 2024
MILLENNIUM MANAGEMENT LLC1.70%0.02%3,177,4592,784,878709.38%50,426,274Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.69%0.01%3,169,514-17,767-0.56%50,300,187Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.36%0.01%2,554,970-21,224-0.82%40,546,887Jun 30, 2024
NORGES BANK1.22%0.01%2,280,5592,280,559100.00%36,192,471Jun 30, 2024
AEW CAPITAL MANAGEMENT L P1.21%1.75%2,274,149400,37921.37%36,090,745Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC1.16%0.01%2,173,309169,3548.45%34,493,373Jun 30, 2024
FULLER & THALER ASSET MANAGEMENT, INC.1.08%0.14%2,026,928733,82456.75%32,167,344Jun 30, 2024
NORTHERN TRUST CORP1.07%0.01%1,996,099-26,329-1.30%31,678,091,000Jun 30, 2024
PRUDENTIAL FINANCIAL INC0.95%0.04%1,778,1935270.03%28,219,927Jun 30, 2024
NEW ENGLAND PRIVATE WEALTH ADVISORS LLC0.95%4.91%1,773,234-45,968-2.53%28,141,227Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.94%0.01%1,767,29654,8853.21%28,046,981Jun 30, 2024
JPMORGAN CHASE & CO0.93%0.00%1,749,904104,5266.35%27,770,976Jun 30, 2024

Broadstone Net Lease's largest institutional shareholder is VANGUARD GROUP INC, holding 14.77% of the company's total share outstanding, currently valued at $438.97M. The top 10 institutional shareholders own together 49.59% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NEW ENGLAND PRIVATE WEALTH ADVISORS LLC0.95%4.91%1,773,234-45,968-2.53%28,141,227Jun 30, 2024
GSI CAPITAL ADVISORS LLC0.15%2.65%282,5803,0161.08%4,484,545Jun 30, 2024
PRAIRIEWOOD CAPITAL, LLC0.17%2.46%327,182-16,183-4.71%5,192,382Jun 30, 2024
TRITONPOINT WEALTH, LLC0.66%1.93%1,240,898-370,484-22.99%20,052,919Jun 30, 2024
DEAN CAPITAL MANAGEMENT0.05%1.81%88,47388,473100.00%1,404,067Jun 30, 2024
AEW CAPITAL MANAGEMENT L P1.21%1.75%2,274,149400,37921.37%36,090,745Jun 30, 2024
MYCIO WEALTH PARTNERS, LLC0.17%1.30%320,3147360.23%5,083,389Jun 30, 2024
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC0.09%1.00%177,58868,09762.19%2,818,322Jun 30, 2024
COBBLESTONE CAPITAL ADVISORS LLC /NY/0.52%0.95%971,865-233,832-19.39%15,423,502Jun 30, 2024
CASCADE FINANCIAL PARTNERS, LLC0.21%0.82%394,269-19,587-4.73%6,257,049Jun 30, 2024
COOPER/HAIMS ADVISORS, LLC0.05%0.77%86,1866460.76%1,367,778Jun 30, 2024
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC0.59%0.75%1,102,979-60,135-5.17%17,504,277Jun 30, 2024
CENTERSQUARE INVESTMENT MANAGEMENT LLC1.87%0.60%3,499,880991,21939.51%55,543,096Jun 30, 2024
DEAN INVESTMENT ASSOCIATES, LLC0.13%0.54%239,778239,778100.00%3,805,277Jun 30, 2024
ARMOR INVESTMENT ADVISORS, LLC0.04%0.49%66,642--1,057,609Jun 30, 2024
ALLSTATE CORP0.17%0.41%320,74273,02829.48%5,090,175Jun 30, 2024
LVW ADVISORS, LLC0.07%0.30%127,190--2,018,506Jun 30, 2024
ARMBRUSTER CAPITAL MANAGEMENT, INC.0.05%0.29%89,322-24,564-21.57%1,417,540Jun 30, 2024
LEE FINANCIAL CO0.06%0.27%103,130-64,048-38.31%1,658,469Jun 30, 2024
JPL WEALTH MANAGEMENT, LLC0.02%0.25%32,358-15-0.05%513,522Jun 30, 2024

The largest Broadstone Net Lease shareholder by % of total assets is NEW ENGLAND PRIVATE WEALTH ADVISORS LLC. The company owns 1.77M shares of Broadstone Net Lease (BNL), representing 4.91% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MILLENNIUM MANAGEMENT LLC1.70%0.02%3,177,4592,784,878709.38%50,426,274Jun 30, 2024
NORGES BANK1.22%0.01%2,280,5592,280,559100.00%36,192,471Jun 30, 2024
VICTORY CAPITAL MANAGEMENT INC0.57%0.02%1,073,7351,029,0482302.79%17,040,175Jun 30, 2024
CENTERSQUARE INVESTMENT MANAGEMENT LLC1.87%0.60%3,499,880991,21939.51%55,543,096Jun 30, 2024
FULLER & THALER ASSET MANAGEMENT, INC.1.08%0.14%2,026,928733,82456.75%32,167,344Jun 30, 2024
RUSSELL INVESTMENTS GROUP, LTD.0.40%0.02%754,494641,510567.79%11,973,818Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.29%0.02%541,190541,190100.00%8,588,685Jun 30, 2024
AEW CAPITAL MANAGEMENT L P1.21%1.75%2,274,149400,37921.37%36,090,745Jun 30, 2024
HIGHTOWER ADVISORS, LLC0.13%0.01%251,556251,556100.00%3,993,000Jun 30, 2024
JANUS HENDERSON GROUP PLC0.88%0.01%1,640,544245,65217.61%26,035,034Jun 30, 2024
BLACKROCK INC.10.24%0.01%19,186,723240,9401.27%304,493,295Jun 30, 2024
DEAN INVESTMENT ASSOCIATES, LLC0.13%0.54%239,778239,778100.00%3,805,277Jun 30, 2024
SYSTEMATIC FINANCIAL MANAGEMENT LP0.10%0.09%187,800187,800100.00%2,980,386Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.55%0.01%4,782,428180,0693.91%75,910,747Jun 30, 2024
BANK OF AMERICA CORP /DE/0.33%0.00%627,148174,53238.56%9,952,838Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC1.16%0.01%2,173,309169,3548.45%34,493,373Jun 30, 2024
GOLDMAN SACHS GROUP INC0.63%0.00%1,183,959164,94416.19%18,789,430Jun 30, 2024
ALLIANCEBERNSTEIN L.P.2.65%0.03%4,970,488141,8852.94%78,881,645Jun 30, 2024
TEACHER RETIREMENT SYSTEM OF TEXAS0.07%0.01%138,889104,544304.39%2,204,000Jun 30, 2024
JPMORGAN CHASE & CO0.93%0.00%1,749,904104,5266.35%27,770,976Jun 30, 2024

As of Jun 30 2024, Broadstone Net Lease's largest institutional buyer is MILLENNIUM MANAGEMENT LLC. The company purchased 2.78M stocks of BNL, valued at $50.43M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC----2,521,667-100.00%-Jun 30, 2024
SCHRODER INVESTMENT MANAGEMENT GROUP----2,010,273-100.00%-Jun 30, 2024
V3 CAPITAL MANAGEMENT, L.P.----1,324,000-100.00%-Jun 30, 2024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1.88%0.02%3,525,710-1,174,666-24.99%55,953,018Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP----814,199-100.00%-Jun 30, 2024
HSBC HOLDINGS PLC0.20%0.00%380,152-636,610-62.61%6,022,819Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.0.00%0.00%5,406-635,406-99.16%85,307Jun 30, 2024
UNITED CAPITAL FINANCIAL ADVISERS, LLC0.58%0.15%1,079,372-465,016-30.11%17,129,632Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.46%0.09%853,601-383,548-31.00%13,546,647Jun 30, 2024
TRITONPOINT WEALTH, LLC0.66%1.93%1,240,898-370,484-22.99%20,052,919Jun 30, 2024
VANGUARD GROUP INC14.77%0.01%27,660,571-301,769-1.08%438,973,261Jun 30, 2024
AMERIPRISE FINANCIAL INC0.16%0.00%299,156-263,064-46.79%4,748,174Jun 30, 2024
COBBLESTONE CAPITAL ADVISORS LLC /NY/0.52%0.95%971,865-233,832-19.39%15,423,502Jun 30, 2024
LEGAL & GENERAL GROUP PLC0.65%0.00%1,218,853-179,541-12.84%19,343,198Jun 30, 2024
ASSET MANAGEMENT ONE CO., LTD.0.18%0.02%344,714-172,109-33.30%5,470,611Jun 30, 2024
UBS GROUP AG0.10%0.00%191,234-148,620-43.73%3,034,884Jun 30, 2024
BARCLAYS PLC0.07%0.00%137,686-127,552-48.09%2,185,000Jun 30, 2024
BREVAN HOWARD CAPITAL MANAGEMENT LP----117,240-100.00%-Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.16%0.01%292,100-102,200-25.92%4,635,627Jun 30, 2024
EDGESTREAM PARTNERS, L.P.----101,262-100.00%-Jun 30, 2024

As of Jun 30 2024, Broadstone Net Lease's biggest institutional seller is CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC. The company sold -2.52M shares of BNL, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.22%0.01%2,280,5592,280,559100.00%36,192,471Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.29%0.02%541,190541,190100.00%8,588,685Jun 30, 2024
DEAN INVESTMENT ASSOCIATES, LLC0.13%0.54%239,778239,778100.00%3,805,277Jun 30, 2024
SYSTEMATIC FINANCIAL MANAGEMENT LP0.10%0.09%187,800187,800100.00%2,980,386Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.05%0.01%101,490101,490100.00%1,610,646Jun 30, 2024
LEGATO CAPITAL MANAGEMENT LLC0.05%0.19%88,47388,473100.00%1,404,067Jun 30, 2024
DEAN CAPITAL MANAGEMENT0.05%1.81%88,47388,473100.00%1,404,067Jun 30, 2024
GSA CAPITAL PARTNERS LLP0.04%0.09%83,31283,312100.00%1,322,000Jun 30, 2024
D.A. DAVIDSON & CO.0.04%0.01%77,09077,090100.00%1,223,418,000Jun 30, 2024
IFM INVESTORS PTY LTD0.02%0.01%43,53043,530100.00%690,821Jun 30, 2024
TIAA TRUST, NATIONAL ASSOCIATION0.02%0.00%39,73239,732100.00%630,547Jun 30, 2024
NATIXIS0.02%0.00%32,59732,597100.00%517,314Jun 30, 2024
AVANTAX ADVISORY SERVICES, INC.0.02%0.00%31,63831,638100.00%502,098Jun 30, 2024
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC0.02%0.01%30,20130,201100.00%479,290Jun 30, 2024
COLONY GROUP, LLC0.01%0.00%27,07927,079100.00%430,000Jun 30, 2024
RAYMOND JAMES & ASSOCIATES0.01%0.00%25,40425,404100.00%403,161Jun 30, 2024
ALGERT GLOBAL LLC0.01%0.01%18,91418,914100.00%300,000Jun 30, 2024
O'KEEFE STEVENS ADVISORY, INC.0.01%0.09%16,12816,128100.00%255,951Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.01%0.00%14,68914,689100.00%233,000Jun 30, 2024
EXCEL SECURITIES & ASSOCIATES, INC.0.01%0.06%14,55114,551100.00%231,652Jun 30, 2024
VERSOR INVESTMENTS LP0.01%0.04%12,89812,898100.00%204,691Jun 30, 2024
JEFFERIES FINANCIAL GROUP INC.0.01%0.00%11,96011,960100.00%189,805Jun 30, 2024
KINGSVIEW WEALTH MANAGEMENT, LLC0.01%0.00%10,05310,053100.00%159,541Jun 30, 2024
HM PAYSON & CO0.01%0.00%9,9609,960100.00%158,066Jun 30, 2024
FIL LTD0.01%0.00%9,4489,448100.00%149,940Jun 30, 2024
HERITAGE WEALTH ADVISORS0.00%0.00%1,4291,429100.00%22,678Jun 30, 2024
OPTIVER HOLDING B.V.0.00%-1,2791,279100.00%20,298Jun 30, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.00%-1,0001,000100.00%15,980Jun 30, 2024
QUANTBOT TECHNOLOGIES LP0.00%0.00%775775100.00%12,299Jun 30, 2024
SMARTLEAF ASSET MANAGEMENT LLC0.00%0.00%162162100.00%2,556Jun 30, 2024
CONCORD WEALTH PARTNERS-0.00%4444100.00%698Jun 30, 2024
ASSETMARK, INC--4343100.00%682Jun 30, 2024
WHITTIER TRUST CO OF NEVADA INC--1515100.00%238Jun 30, 2024

Broadstone Net Lease's largest new institutional shareholder by number of shares is NORGES BANK, purchased 2.28M shares, valued at $36.19M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC----2,521,667-100.00%-Jun 30, 2024
SCHRODER INVESTMENT MANAGEMENT GROUP----2,010,273-100.00%-Jun 30, 2024
V3 CAPITAL MANAGEMENT, L.P.----1,324,000-100.00%-Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP----814,199-100.00%-Jun 30, 2024
BREVAN HOWARD CAPITAL MANAGEMENT LP----117,240-100.00%-Jun 30, 2024
EDGESTREAM PARTNERS, L.P.----101,262-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----92,720-100.00%-Jun 30, 2024
BOOTHBAY FUND MANAGEMENT, LLC----50,601-100.00%-Jun 30, 2024
FOX RUN MANAGEMENT, L.L.C.----48,915-100.00%-Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC----41,112-100.00%-Jun 30, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.----37,110-100.00%-Jun 30, 2024
MATHER GROUP, LLC.----36,321-100.00%-Jun 30, 2024
THRIVENT FINANCIAL FOR LUTHERANS----32,972-100.00%-Jun 30, 2024
CLEARALPHA TECHNOLOGIES LP----32,845-100.00%-Jun 30, 2024
AIGEN INVESTMENT MANAGEMENT, LP----30,394-100.00%-Jun 30, 2024
STATE OF WYOMING----27,091-100.00%-Jun 30, 2024
OMERS ADMINISTRATION CORP----27,000-100.00%-Jun 30, 2024
MAN GROUP PLC----26,570-100.00%-Jun 30, 2024
IEQ CAPITAL, LLC----26,058-100.00%-Jun 30, 2024
NEW YORK LIFE INVESTMENT MANAGEMENT LLC----23,490-100.00%-Jun 30, 2024
XTX TOPCO LTD----22,765-100.00%-Jun 30, 2024
WEXFORD CAPITAL LP----22,514-100.00%-Jun 30, 2024
SG AMERICAS SECURITIES, LLC----22,312-100.00%-Jun 30, 2024
HGI CAPITAL MANAGEMENT, LLC----19,649-100.00%-Jun 30, 2024
FOUNDRY PARTNERS, LLC----18,588-100.00%-Jun 30, 2024
MQS MANAGEMENT LLC----17,915-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----16,095-100.00%-Jun 30, 2024
TRAVEKA WEALTH, LLC----14,000-100.00%-Jun 30, 2024
CUSTOM INDEX SYSTEMS, LLC----13,765-100.00%-Jun 30, 2024
PASADENA PRIVATE WEALTH, LLC----13,330-100.00%-Jun 30, 2024
SHERBROOKE PARK ADVISERS LLC----11,429-100.00%-Jun 30, 2024
U.S. CAPITAL WEALTH ADVISORS, LLC----10,529-100.00%-Jun 30, 2024
FIRST HORIZON ADVISORS, INC.----3,030-100.00%-Jun 30, 2024
FRAZIER FINANCIAL ADVISORS, LLC----138-100.00%-Jun 30, 2024

Broadstone Net Lease's largest sold out institutional shareholder by shares sold is CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC, sold -2.52M shares, valued at -, as of undefined.

Broadstone Net Lease Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
SARATOGA ADVANTAGE TRUST2.99%183,691--Feb 29, 2024
FRANKLIN REAL ESTATE SECURITIES TRUST2.88%175,10058,24549.84%Jan 31, 2024
FRANKLIN REAL ESTATE SECURITIES TRUST2.62%159,438--Jan 31, 2024
COHEN & STEERS REAL ESTATE SECURITIES FUND INC2.42%4,463,348--Dec 31, 2023
COHEN & STEERS REAL ESTATE SECURITIES FUND INC1.47%2,712,480--Dec 31, 2023
AB TRUST1.22%1,156,375200,04020.92%Feb 29, 2024
PIONEER REAL ESTATE SHARES0.84%32,279--Mar 31, 2023
Elevation Series Trust0.84%41,25541,255-Jan 31, 2024
SRH Total Return Fund, Inc.0.80%1,400,000--Feb 29, 2024
PFM Multi-Manager Series Trust0.62%515,000--Dec 31, 2023
CBRE GLOBAL REAL ESTATE INCOME FUND0.58%652,710--Mar 28, 2024
Principal Diversified Select Real Asset Fund0.53%24,924--Mar 31, 2024
SRH Total Return Fund, Inc.0.46%800,000--Feb 29, 2024
AB GLOBAL REAL ESTATE INVESTMENT FUND INC0.46%24,710--Feb 29, 2024
AB GLOBAL REAL ESTATE INVESTMENT FUND INC0.40%21,770--Feb 29, 2024
COHEN & STEERS TOTAL RETURN REALTY FUND INC0.33%143,824--Dec 31, 2023
CORNERCAP GROUP OF FUNDS /VA/0.31%22,330--Sep 30, 2022
AB INSTITUTIONAL FUNDS INC0.30%52,220--Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS0.25%130,757--Mar 31, 2024
AB INSTITUTIONAL FUNDS INC0.23%40,230--Jan 31, 2024
BNY Mellon Investment Funds V, Inc.0.22%167,760--Jan 31, 2024
COHEN & STEERS TOTAL RETURN REALTY FUND INC0.19%84,142--Dec 31, 2023
BlackRock Advantage SMID Cap Fund, Inc.0.18%33,713--Mar 28, 2024
Apollo Diversified Real Estate Fund0.16%553,680-252,860-31.35%Mar 31, 2024
VANGUARD SPECIALIZED FUNDS0.14%7,565,032-156,500-2.03%Jan 31, 2024
BNY Mellon Investment Funds V, Inc.0.12%91,383-60,676-39.90%Jan 31, 2024
Apollo Diversified Real Estate Fund0.11%393,132--Mar 31, 2024
COHEN & STEERS QUALITY INCOME REALTY FUND INC0.11%998,266--Dec 31, 2023
MASSMUTUAL PREMIER FUNDS0.10%2,926,000249,0009.30%Dec 31, 2023
Nuveen S&P 500 Dynamic Overwrite Fund0.10%3,021--Mar 31, 2024
Nuveen S&P 500 Dynamic Overwrite Fund0.10%3,021--Mar 31, 2024
Weiss Strategic Interval Fund0.10%337,558337,558-Sep 30, 2022
Total Fund Solution0.09%35,581-26,159-42.37%Mar 31, 2024
James Alpha Funds Trust0.08%586,479--Feb 29, 2024
DELAWARE GROUP EQUITY FUNDS IV0.08%90,400--Mar 28, 2024
PRUDENTIAL JENNISON BLEND FUND, INC.0.08%47,618-10,376-17.89%Feb 29, 2024
CALVERT SOCIAL INVESTMENT FUND0.07%3,251,000--Mar 31, 2024
COHEN & STEERS QUALITY INCOME REALTY FUND INC0.07%603,706--Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.06%232,29727,07413.19%Jan 31, 2024
AB VARIABLE PRODUCTS SERIES FUND, INC.0.06%265,351-51,330-16.21%Mar 31, 2024
COHEN & STEERS QUALITY INCOME REALTY FUND INC0.05%500,000--Dec 31, 2023
QUANTITATIVE MASTER SERIES LLC0.05%332,151-10,415-3.04%Mar 31, 2024
TAX-MANAGED GROWTH PORTFOLIO0.05%19,453--Mar 31, 2024
Nuveen Real Asset Income & Growth Fund0.05%133,352--Mar 31, 2024
SIT MUTUAL FUNDS INC0.05%18,8007,00059.32%Mar 28, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.05%28,055-706-2.45%Mar 31, 2024
AMG Funds I0.04%89,280--Jan 31, 2024
COHEN & STEERS REIT & PREFERRED & INCOME FUND INC0.04%393,751--Dec 31, 2023
VANGUARD INDEX FUNDS0.04%16,700,445-2,735,064-14.07%Mar 31, 2024
Versus Capital Multi-Manager Real Estate Income Fund LLC0.04%191,280--Mar 28, 2024
MFS SERIES TRUST I0.04%732,782-11,868-1.59%Feb 29, 2024
Columbia Funds Variable Series Trust II0.04%1,167,000--Mar 31, 2024
CALVERT FUND0.04%2,073,000--Mar 31, 2024
MFS SERIES TRUST XIII0.03%2,711,998-78,830-2.82%Feb 29, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS II INC0.03%280,000--Mar 31, 2024
Legg Mason ETF Investment Trust0.03%64,384-22,234-25.67%Mar 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 120.03%94,75644,81289.72%Mar 28, 2024
Nuveen Real Asset Income & Growth Fund0.03%82,388--Mar 31, 2024
Calvert Management Series0.03%305,000--Mar 31, 2024
JANUS ASPEN SERIES0.03%1,267,000--Dec 31, 2023
AMERICAN CENTURY GOVERNMENT INCOME TRUST0.03%1,377,000--Mar 31, 2024
DELAWARE GROUP EQUITY FUNDS V0.03%1,674,000--Feb 29, 2024
MFS SERIES TRUST I0.03%506,665--Feb 29, 2024
Thirdline Real Estate Income Fund0.03%1,100--Dec 31, 2023
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.03%63,000--Mar 31, 2024
COHEN & STEERS REIT & PREFERRED & INCOME FUND INC0.02%234,658--Dec 31, 2023
Cohen & Steers Alternative Income Fund, Inc.0.02%6,314--Jan 31, 2024
VANGUARD HORIZON FUNDS0.02%540,179-80,424-12.96%Mar 31, 2024
Principal Real Estate Income Fund0.02%60,04615,21833.95%Jan 31, 2024
Voya EQUITY TRUST0.02%31,8593,16911.05%Feb 29, 2024
IndexIQ ETF Trust0.02%48,669--Jan 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.02%2,946,000--Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 10.02%4,091--Mar 31, 2024
MFS SERIES TRUST XIII0.02%1,406,312--Feb 29, 2024
AMERICAN CENTURY MUTUAL FUNDS, INC.0.02%175,000--Jan 31, 2024
AMG Funds I0.02%31,624--Jan 31, 2024
NUVEEN INVESTMENT FUNDS INC0.02%516,677--Jan 31, 2024
Cohen & Steers Alternative Income Fund, Inc.0.01%4,029--Jan 31, 2024
EATON VANCE LTD DURATION INCOME FUND0.01%309,000--Mar 31, 2024
Symmetry Panoramic Trust0.01%553,000553,000-Feb 29, 2024
Global X Funds0.01%614,0805,9360.98%Jan 31, 2024
CALVERT VARIABLE SERIES INC0.01%24,000--Mar 31, 2024
Principal Real Estate Income Fund0.01%33,012--Jan 31, 2024
NUVEEN INVESTMENT FUNDS INC0.01%387,178--Jan 31, 2024
AB CAP FUND, INC.0.01%386,77069,34021.84%Feb 29, 2024
SEASONS SERIES TRUST0.01%270,000--Mar 31, 2024
MML Series Investment Fund II0.01%2,120,000221,00011.64%Dec 31, 2023
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%5,901--Mar 31, 2024
PACIFIC FUNDS SERIES TRUST0.01%2,950,000--Mar 31, 2023
Bernstein Fund Inc0.01%83,010--Mar 31, 2024
JANUS INVESTMENT FUND0.01%2,870,000--Dec 31, 2023
ETF Series Solutions0.01%199,557-5,383-2.63%Feb 29, 2024
Humankind Benefit Corp0.01%18484.55%Dec 31, 2023
FIDELITY CONCORD STREET TRUST0.01%1,674,24765,4364.07%Feb 29, 2024
FIDELITY COVINGTON TRUST0.01%146,540-4,070-2.70%Jan 31, 2024
ETFis Series Trust I0.01%11,21511,215-Jan 31, 2024
TARGET PORTFOLIO TRUST0.01%160,000--Jan 31, 2024
Calvert Variable Products, Inc.0.01%19,475--Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.01%44,060--Mar 31, 2024
VANGUARD INDEX FUNDS0.01%2,962,093--Mar 31, 2024

Broadstone Net Lease's largest mutual fund holder by % of total assets is "SARATOGA ADVANTAGE TRUST", owning 183.69K shares, compromising 2.99% of its total assets.

Broadstone Net Lease Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24277-1.77%
31 Mar, 242822.92%
31 Dec, 232744.18%
30 Sep, 232630.77%
30 Jun, 2326113.48%
31 Mar, 23230-6.50%
31 Dec, 222463.36%
30 Sep, 222389.17%
30 Jun, 22218-6.44%
31 Mar, 222333.10%
31 Dec, 212266.60%
30 Sep, 212122.91%
30 Jun, 2120646.10%
31 Mar, 211416950.00%
31 Dec, 202-

As of 30 Jun 24, 277 institutions are holding Broadstone Net Lease's shares, representing a decrease of -1.77% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 24150,170,090-0.86%
31 Mar, 24151,476,827-1.03%
31 Dec, 23153,053,3462.73%
30 Sep, 23148,992,0841.26%
30 Jun, 23147,137,6511.42%
31 Mar, 23145,080,004-0.30%
31 Dec, 22145,513,2484.87%
30 Sep, 22138,756,2067.50%
30 Jun, 22129,074,4482.97%
31 Mar, 22125,357,0504.62%
31 Dec, 21119,818,3211.10%
30 Sep, 21118,516,0270.58%
30 Jun, 21117,835,30761.90%
31 Mar, 2172,781,5363595.22%
31 Dec, 201,969,611-

Broadstone Net Lease (BNL) has 150.17M shares outstanding as of 30 Jun 24, down -0.86% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2480.18%1.22%
31 Mar, 2481.17%1.21%
31 Dec, 2381.95%1.29%
30 Sep, 2379.79%1.28%
30 Jun, 2379.05%1.30%
31 Mar, 2377.95%1.06%
31 Dec, 2285.68%1.33%
30 Sep, 2280.40%1.39%
30 Jun, 2276.13%1.30%
31 Mar, 2276.53%1.25%
31 Dec, 2178.28%1.41%
30 Sep, 2174.43%1.14%
30 Jun, 2180.64%3.22%
31 Mar, 2150.08%2673.59%
31 Dec, 201.37%-

As of 30 Jun 24, Broadstone Net Lease is held by 80.18% institutional shareholders, representing a 1.22% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 24136-2.86%
31 Mar, 24140-7.89%
31 Dec, 2315214.29%
30 Sep, 23133-10.74%
30 Jun, 2314934.23%
31 Mar, 23111-18.38%
31 Dec, 221367.09%
30 Sep, 2212735.11%
30 Jun, 2294-18.97%
31 Mar, 221163.57%
31 Dec, 211121.82%
30 Sep, 21110-27.63%
30 Jun, 2115210.95%
31 Mar, 211376750.00%
31 Dec, 202-

136 institutional shareholders have increased their position in BNL stock as of 30 Jun 24 compared to 140 in the previous quarter (a -2.86% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 24914.60%
31 Mar, 24878.75%
31 Dec, 2380-4.76%
30 Sep, 238423.53%
30 Jun, 2368-
31 Mar, 23683.03%
31 Dec, 22666.45%
30 Sep, 2262-10.14%
30 Jun, 22699.52%
31 Mar, 22631.61%
31 Dec, 216210.71%
30 Sep, 215664.71%
30 Jun, 2134-
31 Mar, 21--
31 Dec, 20--

91 institutional shareholders have reduced their position in BNL stock as of 30 Jun 24 compared to 87 in the previous quarter (a 4.60% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24277-1.77%150,170,090-0.86%80.18%1.22%136-2.86%914.60%
31 Mar, 242822.92%151,476,827-1.03%81.17%1.21%140-7.89%878.75%
31 Dec, 232744.18%153,053,3462.73%81.95%1.29%15214.29%80-4.76%
30 Sep, 232630.77%148,992,0841.26%79.79%1.28%133-10.74%8423.53%
30 Jun, 2326113.48%147,137,6511.42%79.05%1.30%14934.23%68-
31 Mar, 23230-6.50%145,080,004-0.30%77.95%1.06%111-18.38%683.03%
31 Dec, 222463.36%145,513,2484.87%85.68%1.33%1367.09%666.45%
30 Sep, 222389.17%138,756,2067.50%80.40%1.39%12735.11%62-10.14%
30 Jun, 22218-6.44%129,074,4482.97%76.13%1.30%94-18.97%699.52%
31 Mar, 222333.10%125,357,0504.62%76.53%1.25%1163.57%631.61%
31 Dec, 212266.60%119,818,3211.10%78.28%1.41%1121.82%6210.71%
30 Sep, 212122.91%118,516,0270.58%74.43%1.14%110-27.63%5664.71%
30 Jun, 2120646.10%117,835,30761.90%80.64%3.22%15210.95%34-
31 Mar, 211416950.00%72,781,5363595.22%50.08%2673.59%1376750.00%--
31 Dec, 202-1,969,611-1.37%-2---

Broadstone Net Lease Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 16, 2024Wiegel Mollyofficer SVP - Human Resources & AdminS-SaleSell6,320$15.48$97.84K56,679

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 16, 2024Wiegel Mollyofficer SVP - Human Resources & AdminS-SaleSell6,320$15.48$97.84K56,679
Mar 08, 2024Moragne John Daviddirector, officer Chief Executive OfficerF-InKindSell5,756$14.76$84.96K369,303
Mar 08, 2024Albano Ryan Mofficer President & COOF-InKindSell5,756$14.76$84.96K274,097
Mar 01, 2024Albano Ryan Mofficer President & COOF-InKindSell8,116$14.91$121.01K149,181
Mar 01, 2024Dieffenbacher Timothyofficer SVP & Chief Accounting OfficerF-InKindSell2,085$14.91$31.09K35,656
Mar 01, 2024Wiegel Mollyofficer SVP - Human Resources & AdminF-InKindSell1,944$14.91$28.99K32,666
Mar 01, 2024Pickney Roderickofficer SVP - AcquisitionsF-InKindSell1,983$14.91$29.57K56,024

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 16, 2024Wiegel Mollyofficer SVP - Human Resources & AdminS-SaleSell6,320$15.48$97.84K56,679
May 03, 2024Felice Laura L.director-A-AwardBuy6,883--13,137
May 03, 2024NARASIMHAN SHEKARdirector-A-AwardBuy6,883--96,086
May 03, 2024Hawkes Laurie A.director-A-AwardBuy6,883--124,433
May 03, 2024Duran Jessicadirector-A-AwardBuy6,883--13,137
May 03, 2024Watters James Hdirector-A-AwardBuy6,883--112,099
May 03, 2024Brooks-Williams Denisedirector-A-AwardBuy6,883--24,562
May 03, 2024JACOBSTEIN DAVID Mdirector-A-AwardBuy6,883--57,870
May 03, 2024COKE MICHAEL Adirector-A-AwardBuy6,883--41,700
Mar 08, 2024Moragne John Daviddirector, officer Chief Executive OfficerA-AwardBuy11,275--375,059
Mar 08, 2024Moragne John Daviddirector, officer Chief Executive OfficerF-InKindSell5,756$14.76$84.96K369,303
Mar 08, 2024Albano Ryan Mofficer President & COOA-AwardBuy11,275--279,853
Mar 08, 2024Albano Ryan Mofficer President & COOF-InKindSell5,756$14.76$84.96K274,097
Mar 01, 2024Albano Ryan Mofficer President & COOA-AwardBuy119,397--268,578
Mar 01, 2024Albano Ryan Mofficer President & COOF-InKindSell8,116$14.91$121.01K149,181
Mar 01, 2024Dieffenbacher Timothyofficer SVP & Chief Accounting OfficerA-AwardBuy46,791--82,447
Mar 01, 2024Dieffenbacher Timothyofficer SVP & Chief Accounting OfficerF-InKindSell2,085$14.91$31.09K35,656
Mar 01, 2024Wiegel Mollyofficer SVP - Human Resources & AdminA-AwardBuy30,334--63,000
Mar 01, 2024Wiegel Mollyofficer SVP - Human Resources & AdminF-InKindSell1,944$14.91$28.99K32,666
Mar 01, 2024Pickney Roderickofficer SVP - AcquisitionsF-InKindSell1,983$14.91$29.57K56,024

The last insider sell of Broadstone Net Lease's stock was made by Wiegel Molly on May 16 2024, selling 6,320 shares at $15.48 per share (valued at $97.84K).

Broadstone Net Lease Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 202481800.00%
Q1 2024129133.33%
Q2 20238--
Q1 20231614114.29%
Q3 20228--
Q2 202214--
Q1 20221914135.71%
Q4 202181800.00%
Q3 202125--
Q2 2021153500.00%
Q1 20212721128.57%
Q4 2020144350.00%
Q3 202021--
Q2 202061600.00%
Q1 2020208250.00%
Q4 201961600.00%
Q3 20196--
Q2 20197--
Q1 20197--
Q4 20187--

8 total buy trades, and 1 total sell trades (buy/sell ratio of 8.00%) were made by Broadstone Net Lease's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024-1-
Q1 20244--
Q2 2023---
Q1 202351500.00%
Q3 2022---
Q2 2022---
Q1 2022-2-
Q4 2021---
Q3 2021---
Q2 2021-2-
Q1 2021---
Q4 2020---
Q3 20205--
Q2 2020---
Q1 2020---
Q4 2019---
Q3 2019---
Q2 2019---
Q1 20191--
Q4 20181--

As of Q2 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Broadstone Net Lease's stocks.

Broadstone Net Lease Peer Ownership


TickerCompany
BRSPBrightSpire Capital, Inc.
EPRTEssential Properties Realty Trust, Inc.
MDVModiv Inc.
OLPOne Liberty Properties, Inc.
CTOCTO Realty Growth, Inc.
AHHArmada Hoffler Properties, Inc.

BNL Ownership FAQ


Broadstone Net Lease is owned by institutional shareholders (80.18%), insiders (0.99%), and public (18.83%). The largest institutional shareholder of Broadstone Net Lease is VANGUARD GROUP INC (14.77% of total shares) and the top mutual fund owner is SARATOGA ADVANTAGE TRUST (2.99% of total shares).

Broadstone Net Lease's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., PRINCIPAL FINANCIAL GROUP INC, STATE STREET CORP, and ALLIANCEBERNSTEIN L.P.. The top five shareholders own together 39.90% of the company's share outstanding.

As of Jun 2024, there are 277 institutional shareholders of Broadstone Net Lease.

VANGUARD GROUP INC owns 27.66M shares of Broadstone Net Lease, representing 14.77% of the company's total shares outstanding, valued at $438.97M (as of Jun 2024).

As of Jun 2024, BLACKROCK INC holds 19.19M shares of Broadstone Net Lease (BNL), compromising 10.24% of the company, valued at $304.49M.

PRINCIPAL FINANCIAL GROUP INC is the third largest holder of Broadstone Net Lease. The company owns 14.72M of the company's shares outstanding (worth $233.63B).