Gries Financial’s Broadstone Net Lease BNL Stock Holding History

Gries Financial’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 Q3	$376K	Buy	21,066 +149	+0.7%	+$2.56K	0.06%	206
2025 Q2	$336K	Sell	20,917 -21	-0.1%	-$336	0.06%	209
2025 Q1	$357K	Hold	20,938	–	–	0.07%	190
2024 Q4	$332K	Hold	20,938	–	–	0.06%	206
2024 Q3	$397K	Hold	20,938	–	–	0.07%	179
2024 Q2	$332K	Hold	20,938	–	–	0.07%	175
2024 Q1	$328K	Hold	20,938	–	–	0.05%	215
2023 Q4	$361K	Hold	20,938	–	–	0.08%	155
2023 Q3	$299K	Hold	20,938	–	–	0.08%	152
2023 Q2	$323K	Hold	20,938	–	–	0.09%	138
2023 Q1	$356K	Hold	20,938	–	–	0.11%	133
2022 Q4	$339K	Hold	20,938	–	–	0.11%	123
2022 Q3	$325K	Buy	+20,938	New	+$425K	0.14%	117
2022 Q2	–	Sell	-20,938	Closed	-$456K	–	128
2022 Q1	$456K	Buy	+20,938	New	+$467K	0.17%	109
2021 Q4	–	Sell	-26,170	Closed	-$649K	–	160
2021 Q3	$649K	Hold	26,170	–	–	0.2%	103
2021 Q2	$689K	Hold	26,170	–	–	0.22%	93
2021 Q1	$534K	Buy	+26,170	New	+$483K	0.17%	107

Other funds holding BNL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

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

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

ACM

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Gries Financial's BNL Position: Q3 2025 in Review

Gries Financial increased its Broadstone Net Lease (BNL) stake by 0.71% in Q3 2025, buying an estimated $2.56K and bringing the position to 21,066 shares worth $376K. The position accounts for 0.06% of the portfolio, ranked #206.

Gries Financial first reported a position in BNL in Q1 2021 and has held it in 17 quarters since. The position peaked at $689K in Q2 2021. 331 funds tracked by Wall St. Rank hold BNL as of Q3 2025.

Gries Financial held 21,066 shares of Broadstone Net Lease worth $376K as of Q3 2025.
Gries Financial bought 149 Broadstone Net Lease shares in Q3 2025, an estimated $2.56K.
Broadstone Net Lease made up 0.06% of Gries Financial's portfolio in Q3 2025, its #206 holding.
Gries Financial first reported a position in Broadstone Net Lease in Q1 2021 and has held it in 17 quarters since.
Gries Financial's Broadstone Net Lease position peaked at $689K in Q2 2021.
331 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.