AEW Capital Management
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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
Q3 		$59.3M Sell
3,207,298
-54,273
-2% -$1.14M 3.81% 10
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ACMI
AEW CAPITAL MANAGEMENT INC Boston, Massachusetts $1.56B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

AEW Capital Management's BNL Position: Q3 2026 in Review

AEW Capital Management reduced its Broadstone Net Lease (BNL) stake by 1.7% in Q3 2026, selling an estimated $1.14M and leaving 3,207,298 shares worth $59.3M. The position accounts for 3.81% of the portfolio, ranked #10.

AEW Capital Management first reported a position in BNL in Q4 2022 and has held it in 16 quarters since. The position peaked at $67.4M in Q2 2026. 185 funds tracked by Wall St. Rank hold BNL as of Q3 2026.

  • AEW Capital Management held 3,207,298 shares of Broadstone Net Lease worth $59.3M as of Q3 2026.
  • AEW Capital Management sold 54,273 Broadstone Net Lease shares in Q3 2026, an estimated $1.14M.
  • Broadstone Net Lease made up 3.81% of AEW Capital Management's portfolio in Q3 2026, its #10 holding.
  • AEW Capital Management first reported a position in Broadstone Net Lease in Q4 2022 and has held it in 16 quarters since.
  • AEW Capital Management's Broadstone Net Lease position peaked at $67.4M in Q2 2026.
  • 185 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q3 2026.

Based on AEW Capital Management's 13F filing for Q3 2026, filed 6 Nov 2026.