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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AEW Capital Management's BNL Position: Q1 2026 in Review

AEW Capital Management reduced its Broadstone Net Lease (BNL) stake by 12% in Q1 2026, selling an estimated $7.6M and leaving 3,019,176 shares worth $55.2M. The position accounts for 4% of the portfolio, ranked #12.

AEW Capital Management first reported a position in BNL in Q4 2022 and has held it in 14 quarters since. The position peaked at $65.1M in Q3 2025. 350 funds tracked by Wall St. Rank hold BNL as of Q1 2026.

  • AEW Capital Management held 3,019,176 shares of Broadstone Net Lease worth $55.2M as of Q1 2026.
  • AEW Capital Management sold 403,808 Broadstone Net Lease shares in Q1 2026, an estimated $7.6M.
  • Broadstone Net Lease made up 4% of AEW Capital Management's portfolio in Q1 2026, its #12 holding.
  • AEW Capital Management first reported a position in Broadstone Net Lease in Q4 2022 and has held it in 14 quarters since.
  • AEW Capital Management's Broadstone Net Lease position peaked at $65.1M in Q3 2025.
  • 350 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q1 2026.

Based on AEW Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.