BNL — BROADSTONE NET LEASE INC
As of Q2 2026, 35 SEC-registered investment managers reported holding BNL (BROADSTONE NET LEASE INC) in their latest 13F filings, with a combined reported value of $1.52B across 73.88M shares. That is +31.0% by share count (+17.49M shares) versus the previous quarter, while reported value moved +48.4%. Ownership is concentrated: the five largest holders account for 69.1% of reported value and the top ten for 83.3%.
Compared with the prior quarter, 4 opened new positions, 22 added to existing stakes, 9 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BNL is classified in the Real Estate sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 34.46M | $712.33M | 0.01% | Add |
| Vanguard Group history | Q4 2025 | 27.24M | $473.07M | 0.01% | Hold |
| Geode Capital Management history | Q2 2026 | 5.63M | $116.36M | 0.01% | Add |
| Invesco Ltd history | Q2 2026 | 4.31M | $89.01M | 0.01% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 3.72M | $76.95M | 0.01% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 2.75M | $58.34M | 0.01% | New |
| Northern Trust Corp history | Q2 2026 | 2.57M | $53.20M | 0.01% | Add |
| Norges Bank Investment Management history | Q2 2026 | 2.25M | $46.61M | 0.01% | Reduce |
| Two Sigma Investments history | Q2 2026 | 1.96M | $40.43M | 0.03% | Reduce |
| BNY Mellon history | Q2 2026 | 1.92M | $39.75M | 0.01% | Add |
| Wellington Management Group history | Q2 2026 | 1.73M | $35.71M | 0.01% | New |
| Bank of America Corp history | Q2 2026 | 1.60M | $32.98M | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 1.57M | $32.49M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 1.39M | $28.70M | 0.00% | Reduce |
| Principal Global Investors history | Q2 2026 | 1.30M | $26.93M | 0.01% | Add |
| Legal & General Investment Management America history | Q2 2026 | 1.19M | $24.54M | 0.01% | Add |
| Amundi US history | Q2 2026 | 1.09M | $22.62M | 0.01% | Add |
| PSP Investments history | Q2 2026 | 658.82K | $13.62M | 0.04% | New |
| Franklin Resources history | Q2 2026 | 606.26K | $12.53M | 0.00% | Add |
| Renaissance Technologies history | Q2 2026 | 586.10K | $12.11M | 0.02% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 2.75M sh · $58.34M
- Wellington Management Group 1.73M sh · $35.71M
- PSP Investments 658.82K sh · $13.62M
- Arrowstreet Capital 99.78K sh · $2.06M
Fully Exited (vs previous quarter)
- Balyasny Asset Management sold 518.46K sh · $9.47M
- Marshall Wace sold 194.85K sh · $3.56M
- Janus Henderson Group sold 80.05K sh · $1.46M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 19.41M | 19.82M | 19.26M | 19.16M | 20.39M | 24.08M | 25.36M | 34.46M |
| Geode Capital Management | 2.65M | 3.12M | 3.25M | 3.41M | 3.42M | 3.58M | 3.71M | 4.08M | 4.28M | 4.49M | 4.60M | 4.78M | 4.84M | 4.86M | 5.03M | 5.10M | 5.13M | 5.12M | 5.28M | 5.63M |
| Invesco Ltd | 176.71K | 191.46K | 298.27K | 332.44K | 308.34K | 767.22K | 752.84K | 715.04K | 799.85K | 779.44K | 885.88K | 894.57K | 966.90K | 1.04M | 1.01M | 985.62K | 929.62K | 4.57M | 4.55M | 4.31M |
| Charles Schwab Investment Management | 1.80M | 1.86M | 1.95M | 2.04M | 2.15M | 2.27M | 2.31M | 2.52M | 2.62M | 2.79M | 3.19M | 3.17M | 3.01M | 3.08M | 3.15M | 3.23M | 3.30M | 3.42M | 3.48M | 3.72M |
| JPMorgan Chase & Co | 1.12M | 1.17M | 1.08M | 1.15M | 1.06M | 1.13M | 1.13M | 1.91M | 2.00M | 2.04M | 1.65M | 1.75M | 1.83M | 2.13M | 2.13M | 2.14M | 2.08M | 2.13M | — | 2.75M |
| Northern Trust Corp | 1.91M | 1.97M | 1.92M | 2.06M | 2.21M | 2.05M | 2.00M | 2.08M | 2.16M | 2.10M | 2.02M | 2.00M | 2.05M | 2.46M | 2.40M | 2.33M | 2.28M | 2.14M | 2.19M | 2.57M |
| Norges Bank Investment Management | — | — | — | — | — | 1.75M | — | — | — | 2.10M | — | 2.28M | — | 2.28M | — | 2.46M | — | 2.39M | — | 2.25M |
| Two Sigma Investments | — | — | 70.50K | — | 364.57K | 19.02K | — | — | — | — | — | — | — | — | 18.20K | 825.16K | 613.57K | 1.28M | 2.32M | 1.96M |
| BNY Mellon | 775.42K | 1.03M | 1.07M | 1.07M | 1.09M | 1.27M | 1.27M | 1.35M | 1.36M | 1.81M | 1.71M | 1.77M | 1.58M | 1.82M | 1.80M | 1.88M | 1.85M | 1.39M | 1.36M | 1.92M |
| Wellington Management Group | — | — | — | — | — | — | — | 14.23K | 17.31K | — | — | — | 663.55K | — | — | — | — | — | — | 1.73M |
| Bank of America Corp | 157.51K | 211.57K | 199.06K | 305.16K | 253.31K | 418.39K | 381.49K | 583.32K | 529.10K | 565.44K | 452.62K | 627.15K | 291.74K | 761.47K | 1.53M | 1.78M | 2.47M | 2.05M | 2.23M | 1.60M |
| Morgan Stanley | 419.12K | 381.75K | 248.36K | 627.47K | 738.63K | 726.66K | 938.21K | 968.20K | 951.85K | 983.16K | 973.38K | 1.00M | 1.16M | 1.30M | 1.32M | 1.32M | 1.22M | 1.33M | 1.19M | 1.57M |
| Goldman Sachs Group | 583.05K | 797.81K | 639.21K | 459.22K | 541.31K | 571.16K | 489.30K | 811.76K | 829.36K | 440.16K | 1.02M | 1.18M | 954.30K | 1.35M | 1.00M | 2.44M | 1.74M | 1.12M | 2.07M | 1.39M |
| Principal Global Investors | 11.36M | 11.80M | 12.87M | 12.90M | 13.45M | 13.09M | 13.29M | 13.90M | 14.46M | 14.90M | 14.78M | 14.72M | 316.38K | 14.28M | 12.05M | 494.33K | 548.92K | 664.97K | 612.90K | 1.30M |
| Legal & General Investment Management America | 993.06K | 1.01M | 981.21K | 1.08M | 1.03M | 1.10M | 1.21M | 1.31M | 1.33M | 1.43M | 1.39M | 1.22M | 1.06M | 957.77K | 966.87K | 950.53K | 849.21K | 1.03M | 945.91K | 1.19M |
| Amundi US | 133.37K | 90.92K | 98.68K | 90.37K | 85.45K | 98.48K | 115.77K | 128.85K | 128.85K | 110.16K | 98.59K | 93.26K | 88.08K | 87.96K | 93.39K | 76.97K | 79.14K | 86.31K | 90.00K | 1.09M |
| PSP Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 658.82K |
| Franklin Resources | 566.31K | 422.15K | 416.33K | 249.54K | 252.96K | 317.73K | 341.51K | 307.24K | 312.87K | 318.20K | 344.89K | 344.25K | 574.12K | 542.04K | 566.97K | 649.75K | 699.84K | 706.94K | 574.18K | 606.26K |
| Renaissance Technologies | — | — | 174.20K | 140.80K | 351.80K | 168.30K | — | 62.90K | 53.90K | — | 394.30K | 292.10K | 48.40K | 244.30K | 205.40K | 136.80K | — | 254.70K | 61.90K | 586.10K |
| UBS Group AG | 158.88K | 100.28K | 91.86K | 64.54K | 33.68K | 38.66K | 164.69K | 184.79K | 197.37K | 314.81K | 339.85K | 191.23K | 200.14K | 266.20K | 445.48K | 310.84K | 213.93K | 280.56K | 483.89K | 445.93K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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