BROADSTONE NET LEASE INC BNL
COM · REIT · CUSIP 11135E203
- SectorReal estate
- IndustryReal Estate Investment Trusts
- HeadquartersVictor, NY
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($13.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $20.65. Options: 6 managers hold calls ($3.8m notional), 2 hold puts ($12.4k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 238 |
| Q4 2022 | 247 |
| Q1 2023 | 230 |
| Q2 2023 | 261 |
| Q3 2023 | 266 |
| Q4 2023 | 279 |
| Q1 2024 | 279 |
| Q2 2024 | 281 |
| Q3 2024 | 281 |
| Q4 2024 | 305 |
| Q1 2025 | 317 |
| Q2 2025 | 323 |
| Q3 2025 | 331 |
| Q4 2025 | 351 |
| Q1 2026 | 354 |
| Q2 2026 | 380 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 132 | 123 |
| Q4 2024 | 148 | 110 |
| Q1 2025 | 156 | 131 |
| Q2 2025 | 184 | 120 |
| Q3 2025 | 158 | 152 |
| Q4 2025 | 165 | 134 |
| Q1 2026 | 166 | 157 |
| Q2 2026 | 209 | 139 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $4.4m | $1.3m | 0.30 |
| Q4 2025 | $3.6m | $1.1m | 0.30 |
| Q1 2026 | $3.2m | $1.8k | 0.00 |
| Q2 2026 | $3.8m | $12.4k | 0.00 |
Biggest buyers
| BlackRock, Inc. | Added | +9.1m |
| STATE STREET CORP | Added | +2.9m |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +1.9m |
| WELLINGTON MANAGEMENT GROUP LLP | New | +1.7m |
| Amundi | Added | +1.0m |
| PRINCIPAL FINANCIAL GROUP INC | Added | +690.2k |
| Public Sector Pension Investment Board | New | +658.8k |
| JPMORGAN CHASE & CO | Added | +644.1k |
| Allspring Global Investments Holdings, LLC | Added | +590.3k |
| Bank of New York Mellon Corp | Added | +560.2k |
Biggest sellers
| Nuveen, LLC | Reduced | -1.4m |
| Qube Research & Technologies Ltd | Reduced | -1.4m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -1.2m |
| Schonfeld Strategic Advisors LLC | Sold out | -980.8k |
| JANE STREET GROUP, LLC | Sold out | -943.2k |
| CITADEL ADVISORS LLC | Sold out | -793.3k |
| GOLDMAN SACHS GROUP INC | Reduced | -677.8k |
| BANK OF AMERICA CORP /DE/ | Reduced | -636.4k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Sold out | -635.2k |
| Verition Fund Management LLC | Reduced | -571.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.2m104.7k shares |
| CITADEL ADVISORS LLC | Reduced | $568.4k27.5k shares |
| JANE STREET GROUP, LLC | Added | $551.9k26.7k shares |
| IMC-Chicago, LLC | New | $413.4k20.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $109.6k5.3k shares |
| GROUP ONE TRADING LLC | Reduced | $10.3k500 shares |
Biggest puts
| GROUP ONE TRADING LLC | New | $6.2k300 shares |
| SIMPLEX TRADING, LLC | Added | $6.2k300 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2026-05-06 | 16.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution +0.8 pts · filed 2026-05-06 | 10.3% |
| STATE STREET CORP 13G · institution new · filed 2026-08-07 | 5.6% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 11 | $1.4m | 0 | — | — |
| Q3 2025 | 1 | $13.7k | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 1 | $211.6k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-21 | Imperiale Richard P Director | Bought | $105.5k5.0k shares |
| 2026-08-20 | Imperiale Richard P Director | Bought | $106.1k5.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 34.5m $712.3m | Added +9.1m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 20.0m $414.4m | Added +1.9m |
| STATE STREET CORP 0.01% of their portfolio | 10.8m $226.7m | Added +2.9m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 8.6m $178.2m | Added +94.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 5.6m $116.4m | Added +352.4k |
| Nuveen, LLC 0.02% of their portfolio | 4.6m $94.8m | Reduced -1.4m |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 4.4m $81.0m | Reduced -28.2k |
| Invesco Ltd. 0.01% of their portfolio | 4.3m $89.0m | Reduced -239.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 3.7m $77.0m | Added +244.8k |
| AEW CAPITAL MANAGEMENT L P 4.03% of their portfolio | 3.3m $67.4m | Added +242.4k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.17% of their portfolio | 3.0m $61.0m | Reduced -107.0k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 2.8m $58.5m | Added +134.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2.7m $58.3m | Added +644.1k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 2.6m $53.2m | Added +381.6k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 0.44% of their portfolio | 2.5m $51.0m | Reduced -171.0k |
| GRS Advisors, LLC 4.22% of their portfolio | 2.4m $50.0m | Reduced -243.0k |
| NORGES BANK 0.00% of their portfolio | 2.3m $46.6m | Not comparable |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 2.1m $43.1m | Added +26.2k |
| LSV ASSET MANAGEMENT 0.08% of their portfolio | 2.1m $42.8m | Reduced -36.3k |
| Alyeska Investment Group, L.P. 0.11% of their portfolio | 2.1m $42.4m | Added +148.5k |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 2.0m $40.4m | Reduced -367.0k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.9m $39.7m | Added +560.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 1.7m $35.7m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.6m $33.0m | Reduced -636.4k |
| New England Private Wealth Advisors LLC 3.44% of their portfolio | 1.6m $35.7m | Added +9.3k |
| MORGAN STANLEY 0.00% of their portfolio | 1.6m $32.5m | Added +382.4k |
| Boston Partners 0.03% of their portfolio | 1.4m $29.2m | Reduced -407.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.4m $28.7m | Reduced -677.8k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.57% of their portfolio | 1.4m $28.7m | Reduced -56.9k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 1.3m $27.6m | Added +448.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 1.3m $26.9m | Added +690.2k |
| Allianz Asset Management GmbH 0.03% of their portfolio | 1.3m $25.4m | Added +39.3k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 1.3m $26.3m | Added +40.7k |
| 1832 Asset Management L.P. 0.03% of their portfolio | 1.2m $25.6m | Reduced -26.8k |
| Legal & General Group Plc 0.01% of their portfolio | 1.2m $24.5m | Added +241.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 1.1m $23.4m | Reduced -11.6k |
| Jupiter Topco LLC 0.01% of their portfolio | 1.1m $23.2m | First filing |
| Amundi 0.01% of their portfolio | 1.1m $22.6m | Added +1.0m |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 973.6k $20.1m | Reduced -1.4m |
| CAPTRUST FINANCIAL ADVISORS 0.03% of their portfolio | 950.6k $19.6m | Reduced -2.4k |
| Apollon Wealth Management, LLC 0.24% of their portfolio | 942.0k $19.5m | Reduced -16.8k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 920.8k $19.0m | Reduced -420.4k |
| Columbus Macro, LLC 1.60% of their portfolio | 796.9k $16.5m | Reduced -36.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 796.1k $16.5m | Reduced -33.8k |
| Cetera Investment Advisers 0.01% of their portfolio | 760.2k $15.7m | Reduced -35.3k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 731.2k $15.1m | Reduced -74.9k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 709.8k $14.7m | Reduced -38.4k |
| TritonPoint Partners, LLC 1.17% of their portfolio | 675.6k $14.2m | Added +550.0k |
| Public Sector Pension Investment Board 0.04% of their portfolio | 658.8k $13.6m | New |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 634.9k $13.2m | Added +590.3k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.25% of their portfolio | 634.9k $13.1m | Added +76.7k |
| TRITONPOINT WEALTH, LLC 1.25% of their portfolio | 614.1k $12.7m | Reduced -76.2k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 606.3k $12.5m | Added +32.1k |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.07% of their portfolio | 596.2k $12.3m | Reduced -9.2k |
| Hazelview Securities Inc. 1.75% of their portfolio | 593.4k $12.6m | Reduced -211.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 586.1k $12.1m | Added +524.2k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 512.1k $10.6m | Added +26.3k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 507.3k $10.5m | Added +14.1k |
| Heitman Real Estate Securities LLC 0.65% of their portfolio | 491.3k $10.2m | New |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.14% of their portfolio | 489.3k $10.1m | Reduced -181.0k |
| CANADA LIFE ASSURANCE Co 0.02% of their portfolio | 486.6k $10.1m | Added +137.9k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 483.8k $10.0m | Added +231.3k |
| UBS Group AG 0.00% of their portfolio | 445.9k $9.2m | Reduced -38.0k |
| Creative Planning 0.01% of their portfolio | 426.7k $8.8m | Added +715 |
| Prairiewood Capital, LLC 2.25% of their portfolio | 419.5k $8.7m | Added +7.9k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio | 416.6k $9.1m | Added +147.2k |
| California Public Employees Retirement System 0.00% of their portfolio | 414.6k $8.6m | Added +20.5k |
| Swiss National Bank 0.00% of their portfolio | 384.4k $7.9m | Added +10.1k |
| Verition Fund Management LLC 0.06% of their portfolio | 380.5k $7.9m | Reduced -571.9k |
| Fisher Asset Management, LLC 0.00% of their portfolio | 372.9k $7.7m | Added +61.2k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 367.6k $7.6m | Added +484 |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 363.8k $7.5m | Added +38.6k |
| Asset Management One Co., Ltd. 0.02% of their portfolio | 358.5k $7.4m | Added +19.6k |
| Susquehanna Portfolio Strategies, LLC 0.11% of their portfolio | 341.9k $7.1m | New |
| DEAN INVESTMENT ASSOCIATES, LLC 0.87% of their portfolio | 321.8k $6.7m | Added +124.7k |
| Jain Global LLC 0.08% of their portfolio | 312.6k $6.5m | Added +257.1k |
| NOMURA ASSET MANAGEMENT CO LTD 0.01% of their portfolio | 312.5k $6.5m | Added +19.1k |
| MYCIO WEALTH PARTNERS, LLC 1.13% of their portfolio | 292.7k $6.0m | Added +292 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 279.1k $5.8m | Added +20.2k |
| BTC Capital Management, Inc. 0.35% of their portfolio | 277.4k $5.7m | Added +10.4k |
| CITIGROUP INC 0.00% of their portfolio | 262.1k $5.4m | Added +6.8k |
| Post Resch Tallon Group Inc. 3.62% of their portfolio | 253.4k $5.2m | Added +3.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 249.3k $5.2m | Added +38.6k |
| STRS OHIO 0.02% of their portfolio | 236.0k $4.9m | Reduced -346.4k |
| Dean Capital Management 1.75% of their portfolio | 233.7k $4.8m | Added +95.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 230.3k $4.8m | Reduced -6.4k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio | 219.9k $4.5m | Added +1.0k |
| CI INVESTMENTS INC. 0.01% of their portfolio | 213.1k $4.4m | New |
| Cascade Financial Partners, LLC 0.37% of their portfolio | 207.0k $4.3m | Reduced -149.7k |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 203.4k $4.2m | Reduced -3.8k |
| State of Alaska, Department of Revenue 0.04% of their portfolio | 202.0k $4.2m | Added +63.4k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 199.1k $4.1m | Added +169.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 194.8k $4.0m | Added +38.7k |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 193.7k $4.0m | Added +136.0k |
| GSI Capital Advisors LLC 1.85% of their portfolio | 189.5k $3.9m | Reduced -11.0k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.02% of their portfolio | 187.4k $3.9m | Added +102.0k |
| Prime Capital Investment Advisors, LLC 0.04% of their portfolio | 184.5k $3.8m | Reduced -7.6k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 183.2k $3.8m | Added +19.4k |
| BESSEMER GROUP INC 0.01% of their portfolio | 179.4k $3.7m | Reduced -66.8k |
| NATIXIS ADVISORS, LLC 0.00% of their portfolio | 179.3k $3.7m | Added +16.3k |