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Avior Wealth Management’s Broadstone Net Lease BNL Stock Holding History

Avior Wealth 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
2025
Q1 		– Sell
-1,626
Closed -$25.8K – 931
2024
Q4 		$25.8K Sell
1,626
-202
-11% -$3.52K ﹤0.01% 1356
2024
Q3 		$34.6K Buy
1,828
+63
+4% +$1.11K ﹤0.01% 1251
2024
Q2 		$28K Buy
1,765
+1,051
+147% +$15.9K ﹤0.01% 1273
2024
Q1 		$11.2K Buy
+714
New +$11.3K ﹤0.01% 1827

Other funds holding BNL

Vanguard Group
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avior Wealth Management's BNL Position: Q1 2025 in Review

Avior Wealth Management sold out of Broadstone Net Lease (BNL) in Q1 2025, closing a stake of 1,626 shares — an estimated $25.8K sold.

Avior Wealth Management first reported a position in BNL in Q1 2024 and held it in 4 quarters. The position peaked at $34.6K in Q3 2024. 316 funds tracked by Wall St. Rank hold BNL as of Q1 2025.

  • Avior Wealth Management reported no remaining Broadstone Net Lease position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,626 Broadstone Net Lease shares in Q1 2025, an estimated $25.8K.
  • Avior Wealth Management first reported a position in Broadstone Net Lease in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Broadstone Net Lease position peaked at $34.6K in Q3 2024.
  • 316 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.