JY
BNL icon

Jeff Yass’s Broadstone Net Lease BNL Stock Holding History

Jeff Yass’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 		$2.5M Sell
121,145
-1,196,784
-91% -$24.1M ﹤0.01% 5977
2026
Q1 		$24.1M Buy
1,317,929
+1,045,037
+383% +$19.7M ﹤0.01% 1991
2025
Q4 		$4.74M Sell
272,892
-60,357
-18% -$1.09M ﹤0.01% 4108
2025
Q3 		$5.96M Sell
333,249
-98,579
-23% -$1.7M ﹤0.01% 3811
2025
Q2 		$6.93M Buy
431,828
+5,761
+1% +$92.3K ﹤0.01% 3391
2025
Q1 		$7.26M Sell
426,067
-29,775
-7% -$483K ﹤0.01% 2979
2024
Q4 		$7.23M Buy
455,842
+292,554
+179% +$5.1M ﹤0.01% 3065
2024
Q3 		$3.09M Buy
163,288
+25,359
+18% +$449K ﹤0.01% 4479
2024
Q2 		$2.19M Sell
137,929
-63,632
-32% -$963K ﹤0.01% 4931
2024
Q1 		$3.16M Buy
201,561
+10,576
+6% +$167K ﹤0.01% 4427
2023
Q4 		$3.29M Sell
190,985
-105,015
-35% -$1.62M ﹤0.01% 4418
2023
Q3 		$4.23M Buy
296,000
+94,509
+47% +$1.51M ﹤0.01% 3817
2023
Q2 		$3.11M Sell
201,491
-41,318
-17% -$662K ﹤0.01% 4303
2023
Q1 		$4.13M Sell
242,809
-341,248
-58% -$5.95M ﹤0.01% 3735
2022
Q4 		$9.47M Buy
584,057
+316,065
+118% +$5.28M ﹤0.01% 2341
2022
Q3 		$4.16M Sell
267,992
-169,136
-39% -$3.43M ﹤0.01% 3448
2022
Q2 		$8.96M Buy
437,128
+287,388
+192% +$6.01M ﹤0.01% 2361
2022
Q1 		$3.26M Buy
149,740
+105,111
+236% +$2.35M ﹤0.01% 4466
2021
Q4 		$1.11M Buy
44,629
+22,365
+100% +$572K ﹤0.01% 7029
2021
Q3 		$552K Buy
22,264
+10,003
+82% +$258K ﹤0.01% 9122
2021
Q2 		$287K Buy
+12,261
New +$263K ﹤0.01% 10849

Other funds holding BNL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Charles Schwab
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

Jeff Yass's BNL Position: Q2 2026 in Review

Jeff Yass reduced its Broadstone Net Lease (BNL) stake by 91% in Q2 2026, selling an estimated $24.1M and leaving 121,145 shares worth $2.5M. The position accounts for ﹤0.01% of the portfolio, ranked #5977.

Jeff Yass first reported a position in BNL in Q2 2021 and has held it in 21 quarters since. The position peaked at $24.1M in Q1 2026. 377 funds tracked by Wall St. Rank hold BNL as of Q2 2026.

  • Jeff Yass held 121,145 shares of Broadstone Net Lease worth $2.5M as of Q2 2026.
  • Jeff Yass sold 1,196,784 Broadstone Net Lease shares in Q2 2026, an estimated $24.1M.
  • Broadstone Net Lease made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #5977 holding.
  • Jeff Yass first reported a position in Broadstone Net Lease in Q2 2021 and has held it in 21 quarters since.
  • Jeff Yass's Broadstone Net Lease position peaked at $24.1M in Q1 2026.
  • 377 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.