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Appleton Partners’s Broadstone Net Lease BNL Stock Holding History

Appleton Partners’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
2025
Q4 		– Sell
-36,577
Closed -$654K – 265
2025
Q3 		$654K Hold
36,577
– – 0.04% 162
2025
Q2 		$587K Buy
+36,577
New +$586K 0.04% 170

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return

Appleton Partners's BNL Position: Q4 2025 in Review

Appleton Partners sold out of Broadstone Net Lease (BNL) in Q4 2025, closing a stake of 36,577 shares — an estimated $654K sold.

Appleton Partners first reported a position in BNL in Q2 2025 and held it in 2 quarters. The position peaked at $654K in Q3 2025. 350 funds tracked by Wall St. Rank hold BNL as of Q4 2025.

  • Appleton Partners reported no remaining Broadstone Net Lease position as of Q4 2025 after selling out during the quarter.
  • Appleton Partners sold 36,577 Broadstone Net Lease shares in Q4 2025, an estimated $654K.
  • Appleton Partners first reported a position in Broadstone Net Lease in Q2 2025 and held it in 2 quarters.
  • Appleton Partners's Broadstone Net Lease position peaked at $654K in Q3 2025.
  • 350 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q4 2025.

Based on Appleton Partners's 13F filing for Q4 2025, filed 9 Jan 2026.