Broadstone Net Lease Ownership | Who Owns Broadstone Net Lease?
Broadstone Net Lease Ownership Summary
Broadstone Net Lease is owned by 80.65% institutional investors, 1.09% insiders, and 18.27% 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 | 80.65% | 1.09% | 18.27% |
| Sector | Real Estate Stocks | 63.99% | 7.35% | 28.66% |
| Industry | Diversified REIT Stocks | 57.94% | 4.95% | 37.11% |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2023 | 261 | 13.48% | 147,137,651 | 1.42% | 79 | 1.30% | 149 | 34.23% | 68 | - |
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 | 4.90M | 2.60% | - |
| 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 | 2.84M | 1.51% | -69.52K |
| 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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools