Creative Planning
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Creative Planning’s Broadstone Net Lease BNL Stock Holding History

Creative Planning’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
Q1 		$7.78M Sell
426,017
-719
-0.2% -$13.5K 0.01% 862
2025
Q4 		$7.41M Sell
426,736
-115,538
-21% -$2.08M 0.01% 756
2025
Q3 		$9.69M Sell
542,274
-2,422
-0.4% -$41.7K 0.01% 575
2025
Q2 		$8.74M Buy
544,696
+3,104
+0.6% +$49.7K 0.01% 550
2025
Q1 		$9.23M Sell
541,592
-22,248
-4% -$361K 0.01% 509
2024
Q4 		$8.94M Sell
563,840
-19,053
-3% -$332K 0.01% 481
2024
Q3 		$11M Sell
582,893
-31,627
-5% -$559K 0.01% 410
2024
Q2 		$9.75M Sell
614,520
-108,230
-15% -$1.64M 0.01% 416
2024
Q1 		$11.3M Sell
722,750
-60,384
-8% -$952K 0.01% 378
2023
Q4 		$13.5M Sell
783,134
-80,891
-9% -$1.25M 0.03% 320
2023
Q3 		$12.4M Sell
864,025
-436,170
-34% -$6.98M 0.02% 319
2023
Q2 		$20.1M Sell
1,300,195
-10,892
-0.8% -$174K 0.03% 220
2023
Q1 		$22.3M Sell
1,311,087
-134,879
-9% -$2.35M 0.03% 201
2022
Q4 		$23.4M Sell
1,445,966
-40,317
-3% -$674K 0.04% 194
2022
Q3 		$23.1M Sell
1,486,283
-39,823
-3% -$808K 0.04% 166
2022
Q2 		$31.3M Sell
1,526,106
-52,294
-3% -$1.09M 0.05% 143
2022
Q1 		$34.4M Sell
1,578,400
-54,921
-3% -$1.23M 0.05% 140
2021
Q4 		$40.5M Sell
1,633,321
-35,706
-2% -$913K 0.07% 113
2021
Q3 		$41.4M Sell
1,669,027
-179,679
-10% -$4.64M 0.07% 106
2021
Q2 		$43.3M Sell
1,848,706
-130,379
-7% -$2.8M 0.08% 102
2021
Q1 		$36.2M Buy
+1,979,085
New +$36.6M 0.07% 103

Other funds holding BNL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Creative Planning's BNL Position: Q1 2026 in Review

Creative Planning reduced its Broadstone Net Lease (BNL) stake by 0.17% in Q1 2026, selling an estimated $13.5K and leaving 426,017 shares worth $7.78M. The position accounts for 0.01% of the portfolio, ranked #862.

Creative Planning first reported a position in BNL in Q1 2021 and has held it in 21 quarters since. The position peaked at $43.3M in Q2 2021. 350 funds tracked by Wall St. Rank hold BNL as of Q1 2026.

  • Creative Planning held 426,017 shares of Broadstone Net Lease worth $7.78M as of Q1 2026.
  • Creative Planning sold 719 Broadstone Net Lease shares in Q1 2026, an estimated $13.5K.
  • Broadstone Net Lease made up 0.01% of Creative Planning's portfolio in Q1 2026, its #862 holding.
  • Creative Planning first reported a position in Broadstone Net Lease in Q1 2021 and has held it in 21 quarters since.
  • Creative Planning's Broadstone Net Lease position peaked at $43.3M in Q2 2021.
  • 350 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.