Clearstead Advisors’s Broadstone Net Lease BNL Stock Holding History

Clearstead Advisors’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 Q2	$6.84K	Buy	331 +56	+20%	+$1.13K	﹤0.01%	2108
2026 Q1	$5.03K	Buy	275 +55	+25%	+$1.03K	﹤0.01%	1738
2025 Q4	$3.82K	Buy	220 +115	+110%	+$2.07K	﹤0.01%	2068
2025 Q3	$1.88K	Buy	+105	New	+$1.81K	﹤0.01%	2466
2025 Q2	–	Sell	-7,500	Closed	-$128K	–	2749
2025 Q1	$128K	Sell	7,500 -14,500	-66%	-$235K	﹤0.01%	932
2024 Q4	$349K	Hold	22,000	–	–	0.01%	675
2024 Q3	$417K	Buy	22,000 +2,000	+10%	+$35.4K	0.01%	619
2024 Q2	$317K	Sell	20,000 -7,542	-27%	-$114K	0.01%	655
2024 Q1	$423K	Hold	27,542	–	–	0.02%	335
2023 Q4	$474K	Hold	27,542	–	–	0.03%	316
2023 Q3	$394K	Hold	27,542	–	–	0.02%	326
2023 Q2	$425K	Hold	27,542	–	–	0.03%	310
2023 Q1	$468K	Hold	27,542	–	–	0.03%	274
2022 Q4	$446K	Hold	27,542	–	–	0.04%	272
2022 Q3	$428K	Hold	27,542	–	–	0.04%	250
2022 Q2	$565K	Hold	27,542	–	–	0.04%	232
2022 Q1	$600K	Hold	27,542	–	–	0.04%	242
2021 Q4	$684K	Hold	27,542	–	–	0.05%	216
2021 Q3	$683K	Sell	27,542 -19,300	-41%	-$499K	0.05%	210
2021 Q2	$1.1M	Sell	46,842 -82,878	-64%	-$1.78M	0.08%	157
2021 Q1	$2.37M	Buy	+129,720	New	+$2.4M	0.2%	96

Other funds holding BNL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

Clearstead Advisors's BNL Position: Q2 2026 in Review

Clearstead Advisors increased its Broadstone Net Lease (BNL) stake by 20% in Q2 2026, buying an estimated $1.13K and bringing the position to 331 shares worth $6.84K. The position accounts for ﹤0.01% of the portfolio, ranked #2108.

Clearstead Advisors first reported a position in BNL in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.37M in Q1 2021. 377 funds tracked by Wall St. Rank hold BNL as of Q2 2026.

Clearstead Advisors held 331 shares of Broadstone Net Lease worth $6.84K as of Q2 2026.
Clearstead Advisors bought 56 Broadstone Net Lease shares in Q2 2026, an estimated $1.13K.
Broadstone Net Lease made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2108 holding.
Clearstead Advisors first reported a position in Broadstone Net Lease in Q1 2021 and has held it in 21 quarters since.
Clearstead Advisors's Broadstone Net Lease position peaked at $2.37M in Q1 2021.
377 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.