Institutional & Family Asset Management’s Broadstone Net Lease BNL Stock Holding History

Institutional & Family Asset Management’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
2022 Q4	–	Sell	-175	Closed	-$3K	–	730
2022 Q3	$3K	Hold	175	–	–	﹤0.01%	536
2022 Q2	$4K	Hold	175	–	–	﹤0.01%	514
2022 Q1	$4K	Buy	175 +37	+27%	+$826	﹤0.01%	570
2021 Q4	$3K	Hold	138	–	–	﹤0.01%	613
2021 Q3	$3K	Hold	138	–	–	﹤0.01%	728
2021 Q2	$3K	Buy	138 +120	+667%	+$2.58K	﹤0.01%	768
2021 Q1	$0	Hold	18	–	–	﹤0.01%	937
2020 Q4	$0	Buy	+18	New	+$318	﹤0.01%	868

Other funds holding BNL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Institutional & Family Asset Management's BNL Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of Broadstone Net Lease (BNL) in Q4 2022, closing a stake of 175 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in BNL in Q4 2020 and held it in 8 quarters. The position peaked at $4K in Q2 2022. 246 funds tracked by Wall St. Rank hold BNL as of Q4 2022.

Institutional & Family Asset Management reported no remaining Broadstone Net Lease position as of Q4 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 175 Broadstone Net Lease shares in Q4 2022, an estimated $3K.
Institutional & Family Asset Management first reported a position in Broadstone Net Lease in Q4 2020 and held it in 8 quarters.
Institutional & Family Asset Management's Broadstone Net Lease position peaked at $4K in Q2 2022.
246 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.