Bailard
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Bailard’s Broadstone Net Lease BNL Stock Holding History

Bailard’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 		$919K Buy
49,700
+2,300
+5% +$48.2K 0.02% 369
2026
Q2 		$980K Buy
47,400
+16,700
+54% +$337K 0.02% 377
2026
Q1 		$561K Buy
+30,700
New +$578K 0.01% 462
2023
Q3 		– Sell
-10,300
Closed -$159K – 714
2023
Q2 		$159K Buy
+10,300
New +$165K 0.01% 652

Other funds holding BNL

New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
TritonPoint Wealth
TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Post Resch Tallon Group
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Promethium Advisors
Promethium Advisors Bethesda, Maryland $203M AUM 21.58% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Bailard's BNL Position: Q3 2026 in Review

Bailard increased its Broadstone Net Lease (BNL) stake by 4.9% in Q3 2026, buying an estimated $48.2K and bringing the position to 49,700 shares worth $919K. The position accounts for 0.02% of the portfolio, ranked #369.

Bailard first reported a position in BNL in Q2 2023 and has held it in 4 quarters since. The position peaked at $980K in Q2 2026. 50 funds tracked by Wall St. Rank hold BNL as of Q3 2026.

  • Bailard held 49,700 shares of Broadstone Net Lease worth $919K as of Q3 2026.
  • Bailard bought 2,300 Broadstone Net Lease shares in Q3 2026, an estimated $48.2K.
  • Broadstone Net Lease made up 0.02% of Bailard's portfolio in Q3 2026, its #369 holding.
  • Bailard first reported a position in Broadstone Net Lease in Q2 2023 and has held it in 4 quarters since.
  • Bailard's Broadstone Net Lease position peaked at $980K in Q2 2026.
  • 50 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.