Broadstone Net Lease Inc (BNL) Ownership

15.48 ↑0.17 (1.11%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Broadstone Net Lease Inc (BNL), owning a total of 27.5 million shares. Combined, the top 39 institutional holders of BNL own 81.96% of the company with a total of 154.1 million shares.

In the latest ownership report on September 30th 2024, the top 39 institutional holders increased their combined ownership of BNL by 2.2 million shares. 10 institutions bought 3,888,164 total additional shares and increased their ownership by an average of 24.10%. However 10 institutions sold 1,713,007 total shares and decreased their ownership by an average of 4.33%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Broadstone Net Lease Inc increased by a net total of 2,175,157 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	14.611%	-0.407%	27,548,102	-112,469	2024-09-30
BlackRock Inc	10.296%	1.177%	19,412,498	225,775	2024-09-30
Principal Financial Group Inc	7.619%	-2.422%	14,364,795	-356,595	2024-09-30
State Street Corp	4.322%	-0.519%	8,149,271	-42,490	2024-09-30
Geode Capital Management, LLC	2.570%	1.307%	4,844,943	62,515	2024-09-30
AllianceBernstein L.P.	2.517%	-4.511%	4,746,285	-224,203	2024-09-30
CenterSquare Investment Management LLC	1.987%	7.032%	3,745,991	246,111	2024-09-30
Millennium Management LLC	1.980%	17.498%	3,733,460	556,001	2024-09-30
AEW Capital Management LP	1.626%	34.831%	3,066,259	792,110	2024-09-30
Charles Schwab Investment Management Inc	1.594%	-5.165%	3,005,804	-163,710	2024-09-30
Massachusetts Financial Services Company	1.580%	-15.490%	2,979,595	-546,115	2024-09-30
Dimensional Fund Advisors, Inc.	1.353%	-0.163%	2,550,794	-4,176	2024-09-30
CBRE Investment Management Listed Real Assets LLC	1.336%	133.539%	2,518,469	1,440,077	2024-09-30
Northern Trust Corp	1.089%	2.890%	2,053,777	57,678	2024-09-30
Fuller & Thaler Asset Management Inc	1.054%	-1.953%	1,987,353	-39,575	2024-09-30
JPMorgan Chase & Co	0.973%	4.829%	1,834,413	84,509	2024-09-30
Prudential Financial Inc	0.966%	2.397%	1,820,809	42,616	2024-09-30
New England Private Wealth Advisors, LLC	0.919%	-2.270%	1,732,978	-40,256	2024-09-30
Bank of New York Mellon Corp	0.840%	-10.379%	1,583,878	-183,418	2024-09-30
Victory Capital Management Inc.	0.771%	35.462%	1,454,507	380,772	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	14.611%	-0.407%	27,548,102	-112,469	2024-09-30
BlackRock Inc	10.296%	1.177%	19,412,498	225,775	2024-09-30
Principal Financial Group Inc	7.619%	-2.422%	14,364,795	-356,595	2024-09-30
State Street Corporation	4.341%	-9.507%	8,182,853	-859,667	2024-03-31
State Street Corp	4.322%	-0.519%	8,149,271	-42,490	2024-09-30
Geode Capital Management, LLC	2.570%	1.307%	4,844,943	62,515	2024-09-30
AllianceBernstein L.P.	2.517%	-4.511%	4,746,285	-224,203	2024-09-30
Cohen & Steers Inc	1.991%	22.403%	3,752,300	686,765	2023-12-31
CenterSquare Investment Management LLC	1.987%	7.032%	3,745,991	246,111	2024-09-30
Millennium Management LLC	1.980%	17.498%	3,733,460	556,001	2024-09-30
AEW Capital Management LP	1.626%	34.831%	3,066,259	792,110	2024-09-30
Charles Schwab Investment Management Inc	1.594%	-5.165%	3,005,804	-163,710	2024-09-30
Massachusetts Financial Services Company	1.580%	-15.490%	2,979,595	-546,115	2024-09-30
Dimensional Fund Advisors, Inc.	1.353%	-0.163%	2,550,794	-4,176	2024-09-30
CBRE Investment Management Listed Real Assets LLC	1.336%	133.539%	2,518,469	1,440,077	2024-09-30
NORGES BANK	1.210%	8.543%	2,280,559	179,499	2024-06-30
Nuveen Asset Management, LLC	1.153%	8.451%	2,173,309	169,354	2024-06-30
Northern Trust Corp	1.089%	2.890%	2,053,777	57,678	2024-09-30
STONE POINT CAPITAL LLC	1.086%	-9.879%	2,033,756	-222,927	2023-03-31
Schroder Investment Management Group	1.066%	0.000%	2,010,273	2,010,273	2024-03-31
Morgan Stanley - Brokerage Accounts	1.066%	3.234%	2,009,708	62,952	2024-06-30
Fuller & Thaler Asset Management Inc	1.054%	-1.953%	1,987,353	-39,575	2024-09-30
Balyasny Asset Management LLC	1.019%	-5.251%	1,906,632	-105,666	2022-12-31
Ranger Global Real Estate Advisors, LLC	1.092%	0.000%	1,891,082	1,891,082	2022-09-30
JPMorgan Chase & Co	0.973%	4.829%	1,834,413	84,509	2024-09-30
Prudential Financial Inc	0.966%	2.397%	1,820,809	42,616	2024-09-30
New England Private Wealth Advisors, LLC	0.919%	-2.270%	1,732,978	-40,256	2024-09-30
United Capital Financial Advisers Inc	0.904%	-67.891%	1,703,716	-3,602,313	2023-12-31
HSBC Holdings PLC	0.899%	11.668%	1,683,017	175,858	2023-06-30
HHG PLC	0.870%	17.611%	1,640,544	245,652	2024-06-30
TRITONPOINT WEALTH LLC	0.855%	-4.619%	1,611,382	-78,029	2024-03-31
Bank of New York Mellon Corp	0.840%	-10.379%	1,583,878	-183,418	2024-09-30
Victory Capital Management Inc.	0.771%	35.462%	1,454,507	380,772	2024-09-30
Creative Planning Inc	0.772%	-2.713%	1,445,966	-40,317	2022-12-31
Lumature Wealth Partners, LLC	0.749%	-20.617%	1,402,601	-364,274	2023-03-31
Cobblestone Capital Advisors LLC	0.734%	-1.068%	1,375,004	-14,836	2023-06-30
Legal & General Group PLC	0.711%	1.517%	1,331,706	19,899	2023-09-30
Glenmede Trust Co NA	0.768%	-10.463%	1,330,269	-155,443	2022-09-30
Weiss Multi-Strategy Advisers Llc	0.671%	0.000%	1,160,853	1,160,853	2022-09-30

Mutual Fund Ownership

Vanguard Real Estate Index Investor is the biggest individual fund holder of Broadstone Net Lease Inc (BNL), owning a total of 7.3 million shares. Combined, the top 38 mutual fund holders of BNL own 41.24% of the company with a total of 77.4 million shares.

In the latest ownership report on December 31st 2024, the top 38 fund holders increased their combined ownership of BNL by 69 thousand shares. 1 funds bought 775 total additional shares and increased their ownership by an average of 0.07%. However 2 funds sold 70,166 total shares and decreased their ownership by an average of 1.55%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Broadstone Net Lease Inc decreased by a net total of -69,391 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Russell 2000 ETF	2.741%	-0.383%	5,167,351	-19,850	2024-12-31
iShares Russell 2000 Value ETF	0.953%	-2.723%	1,797,590	-50,316	2024-12-31
Schwab US REIT ETF™	0.569%	0.072%	1,072,695	775	2024-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	3.855%	-2.041%	7,268,181	-151,448	2024-11-30
Vanguard Total Stock Mkt Idx Inv	3.097%	-0.400%	5,839,141	-23,474	2024-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.108%	15.867%	5,819,427	796,917	2023-03-31
iShares Russell 2000 ETF	2.741%	-0.383%	5,167,351	-19,850	2024-12-31
Principal Real Estate Securities R5	2.615%	0.000%	4,930,542	0	2024-11-30
Vanguard Small Cap Index	2.521%	0.588%	4,753,447	27,791	2024-11-30
Vanguard Small Cap Value Index Inv	1.707%	0.766%	3,218,740	24,470	2024-11-30
Vanguard Institutional Extnd Mkt Idx Tr	1.498%	0.266%	2,825,275	7,482	2024-11-30
Vanguard Extended Market Index Investor	1.394%	10.249%	2,610,120	242,652	2023-06-30
Fidelity Small Cap Index	1.045%	0.404%	1,970,957	7,937	2024-10-31
Fidelity® Small Cap Index	0.990%	3.430%	1,853,257	61,454	2023-10-31
FullerThaler Behavioral Small-Cap Value	0.955%	-0.018%	1,800,321	-320	2024-09-30
iShares Russell 2000 Value ETF	0.953%	-2.723%	1,797,590	-50,316	2024-12-31
Undiscovered Managers Behavioral Val L	0.911%	0.000%	1,717,440	0	2024-11-30
UWS Schroder Global Prpty Sec B	0.840%	-1.297%	1,584,139	-20,817	2024-09-30
MFS New Discovery Value I	0.767%	-0.652%	1,445,307	-9,489	2024-11-30
SRH Total Return Fund	0.748%	0.000%	1,400,000	0	2023-04-30
Principal US REIT Fund Tr-II	0.690%	0.000%	1,301,395	0	2024-11-30
AEW Global Diversified REIT (EPRA)	0.650%	64.332%	1,225,180	479,630	2024-09-30
Vanguard Real Estate II Index	0.638%	-0.698%	1,203,010	-8,455	2024-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.610%	0.000%	1,150,306	0	2024-11-30
Vanguard Small Cap Growth Index Inv	0.636%	1.005%	1,100,994	10,952	2022-11-30
Janus Henderson Small Cap Value L	0.581%	0.000%	1,096,171	0	2024-10-31
Schwab US REIT ETF™	0.569%	0.072%	1,072,695	775	2024-12-31
Principal Global Real Estate Sec Instl	0.565%	0.000%	1,064,820	0	2024-09-30
Fidelity Extended Market Index	0.561%	-0.277%	1,058,376	-2,937	2024-11-30
DFA Real Estate Securities I	0.546%	0.000%	1,028,675	0	2024-08-31
Fidelity® Extended Market Index	0.544%	1.087%	1,018,191	10,946	2023-11-30
iShares Envir&Lw Carb Tilt REIdx(UK)LAcc	0.529%	2.703%	998,058	26,264	2024-07-31
AB Discovery Value Advisor	0.527%	-14.063%	993,755	-162,620	2024-03-31
MFS Research Equity - Industry Neutral	0.520%	0.000%	973,344	0	2023-03-31
MFS Core Equity A	0.520%	0.000%	973,344	0	2023-03-31
HSBC GIF Global RE Eq ZD	0.494%	0.000%	924,978	0	2023-06-30
Nuveen Real Estate Securities I	0.508%	7.842%	879,697	63,971	2022-09-30
Nuveen Real Estate Securities	0.508%	60.579%	879,697	331,868	2022-09-30
Schwab US Small-Cap ETF™	0.452%	0.000%	846,090	0	2023-11-30
Ranger Global - Global Real Estate Comp	0.430%	-6.283%	805,440	-54,000	2023-06-30
Bridge Builder Small/Mid Cap Value	0.412%	3.918%	772,168	29,113	2023-10-31