John Overdeck’s Broadstone Net Lease BNL Stock Holding History

John Overdeck’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	$40.4M	Sell	1,956,029 -366,982	-16%	-$7.4M	0.03%	654
2026 Q1	$42.4M	Buy	2,323,011 +1,039,409	+81%	+$19.6M	0.03%	562
2025 Q4	$22.3M	Buy	1,283,602 +670,030	+109%	+$12.1M	0.03%	676
2025 Q3	$11M	Sell	613,572 -211,588	-26%	-$3.64M	0.02%	911
2025 Q2	$13.2M	Buy	825,160 +806,960	+4,434%	+$12.9M	0.02%	698
2025 Q1	$310K	Buy	+18,200	New	+$295K	﹤0.01%	2704
2023 Q1	–	Sell	-19,021	Closed	-$308K	–	2970
2022 Q4	$308K	Sell	19,021 -345,548	-95%	-$5.78M	﹤0.01%	2233
2022 Q3	$5.66M	Buy	+364,569	New	+$7.39M	0.02%	710
2022 Q2	–	Sell	-70,498	Closed	-$1.53M	–	2532
2022 Q1	$1.53M	Buy	+70,498	New	+$1.57M	﹤0.01%	1476
2021 Q1	–	Sell	-107,176	Closed	-$2.1M	–	3827
2020 Q4	$2.1M	Buy	+107,176	New	+$1.89M	0.01%	1464

Other funds holding BNL

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

John Overdeck's BNL Position: Q2 2026 in Review

John Overdeck reduced its Broadstone Net Lease (BNL) stake by 16% in Q2 2026, selling an estimated $7.4M and leaving 1,956,029 shares worth $40.4M. The position accounts for 0.03% of the portfolio, ranked #654.

John Overdeck first reported a position in BNL in Q4 2020 and has held it in 10 quarters since. The position peaked at $42.4M in Q1 2026. 377 funds tracked by Wall St. Rank hold BNL as of Q2 2026.

John Overdeck held 1,956,029 shares of Broadstone Net Lease worth $40.4M as of Q2 2026.
John Overdeck sold 366,982 Broadstone Net Lease shares in Q2 2026, an estimated $7.4M.
Broadstone Net Lease made up 0.03% of John Overdeck's portfolio in Q2 2026, its #654 holding.
John Overdeck first reported a position in Broadstone Net Lease in Q4 2020 and has held it in 10 quarters since.
John Overdeck's Broadstone Net Lease position peaked at $42.4M in Q1 2026.
377 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.