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Concurrent Investment Advisors’s Broadstone Net Lease BNL Stock Holding History

Concurrent Investment 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 		$2.46M Sell
119,102
-532
-0.4% -$10.7K 0.02% 655
2026
Q1 		$2.19M Sell
119,634
-8,124
-6% -$153K 0.02% 584
2025
Q4 		$2.22M Buy
127,758
+11,600
+10% +$209K 0.03% 536
2025
Q3 		$2.08M Sell
116,158
-10,041
-8% -$173K 0.04% 459
2025
Q2 		$2.03M Sell
126,199
-35,352
-22% -$566K 0.04% 428
2025
Q1 		$2.75M Sell
161,551
-4,374
-3% -$70.9K 0.07% 302
2024
Q4 		$2.63M Sell
165,925
-42,029
-20% -$733K 0.07% 265
2024
Q3 		$3.94M Sell
207,954
-139,645
-40% -$2.47M 0.12% 182
2024
Q2 		$5.52M Sell
347,599
-45,431
-12% -$688K 0.18% 123
2024
Q1 		$6.16M Sell
393,030
-23,511
-6% -$371K 0.25% 96
2023
Q4 		$7.17M Buy
+416,541
New +$6.43M 0.34% 69

Other funds holding BNL

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Concurrent Investment Advisors's BNL Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Broadstone Net Lease (BNL) stake by 0.44% in Q2 2026, selling an estimated $10.7K and leaving 119,102 shares worth $2.46M. The position accounts for 0.02% of the portfolio, ranked #655.

Concurrent Investment Advisors first reported a position in BNL in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.17M in Q4 2023. 71 funds tracked by Wall St. Rank hold BNL as of Q2 2026.

  • Concurrent Investment Advisors held 119,102 shares of Broadstone Net Lease worth $2.46M as of Q2 2026.
  • Concurrent Investment Advisors sold 532 Broadstone Net Lease shares in Q2 2026, an estimated $10.7K.
  • Broadstone Net Lease made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #655 holding.
  • Concurrent Investment Advisors first reported a position in Broadstone Net Lease in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Broadstone Net Lease position peaked at $7.17M in Q4 2023.
  • 71 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.