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AEW Capital Management’s Broadstone Net Lease BNL Stock Holding History

AEW Capital Management’s Portfolio BNL Stock Details BNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$67.4M Buy
3,261,571
+242,395
+8% +$4.89M 4.03% 11
2026
Q1 		$55.2M Sell
3,019,176
-403,808
-12% -$7.6M 4% 12
2025
Q4 		$59.5M Sell
3,422,984
-221,249
-6% -$3.98M 4.3% 13
2025
Q3 		$65.1M Buy
3,644,233
+1,122,124
+44% +$19.3M 3.63% 14
2025
Q2 		$40.5M Sell
2,522,109
-544,330
-18% -$8.72M 2.13% 15
2025
Q1 		$52.3M Sell
3,066,439
-69,510
-2% -$1.13M 2.55% 12
2024
Q4 		$49.7M Buy
3,135,949
+69,690
+2% +$1.21M 2.4% 13
2024
Q3 		$58.1M Buy
3,066,259
+792,110
+35% +$14M 2.5% 13
2024
Q2 		$36.1M Buy
2,274,149
+400,379
+21% +$6.06M 1.75% 18
2024
Q1 		$29.4M Sell
1,873,770
-551,410
-23% -$8.7M 1.43% 24
2023
Q4 		$41.8M Buy
2,425,180
+374,290
+18% +$5.77M 1.52% 24
2023
Q3 		$29.3M Buy
2,050,890
+1,206,830
+143% +$19.3M 1.23% 26
2023
Q2 		$13M Buy
844,060
+464,960
+123% +$7.45M 0.5% 40
2023
Q1 		$6.45M Buy
379,100
+61,210
+19% +$1.07M 0.24% 46
2022
Q4 		$5.15M Buy
+317,890
New +$5.31M 0.2% 45

Other funds holding BNL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

AEW Capital Management's BNL Position: Q2 2026 in Review

AEW Capital Management increased its Broadstone Net Lease (BNL) stake by 8% in Q2 2026, buying an estimated $4.89M and bringing the position to 3,261,571 shares worth $67.4M. The position accounts for 4.03% of the portfolio, ranked #11.

AEW Capital Management first reported a position in BNL in Q4 2022 and has held it in 15 quarters since. 378 funds tracked by Wall St. Rank hold BNL as of Q2 2026.

  • AEW Capital Management held 3,261,571 shares of Broadstone Net Lease worth $67.4M as of Q2 2026.
  • AEW Capital Management bought 242,395 Broadstone Net Lease shares in Q2 2026, an estimated $4.89M.
  • Broadstone Net Lease made up 4.03% of AEW Capital Management's portfolio in Q2 2026, its #11 holding.
  • AEW Capital Management first reported a position in Broadstone Net Lease in Q4 2022 and has held it in 15 quarters since.
  • 378 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q2 2026.

Based on AEW Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.