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
2025 Q2	–	Sell	-45,800	Closed	-$780K	–	12685
2025 Q1	$780K	Sell	45,800 -300	-0.7%	-$4.87K	﹤0.01%	7883
2024 Q4	$731K	Buy	46,100 +19,600	+74%	+$342K	﹤0.01%	7722
2024 Q3	$502K	Sell	26,500 -72,800	-73%	-$1.29M	﹤0.01%	8456
2024 Q2	$1.58M	Buy	99,300 +30,900	+45%	+$468K	﹤0.01%	5568
2024 Q1	$1.07M	Buy	+68,400	New	+$1.08M	﹤0.01%	6725
2022 Q2	–	Sell	-14,000	Closed	-$305K	–	12914
2022 Q1	$305K	Sell	14,000 -1,500	-10%	-$33.5K	﹤0.01%	10239
2021 Q4	$385K	Sell	15,500 -3,400	-18%	-$87K	﹤0.01%	9882
2021 Q3	$469K	Sell	18,900 -5,000	-21%	-$129K	﹤0.01%	9555
2021 Q2	$559K	Buy	23,900 +12,000	+101%	+$258K	﹤0.01%	9325
2021 Q1	$218K	Buy	+11,900	New	+$220K	﹤0.01%	11247

Other funds holding BNL

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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.