JWM
BNL icon

JPL Wealth Management’s Broadstone Net Lease BNL Stock Holding History

JPL Wealth 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
2026
Q1 		$591K Hold
32,358
– – 0.14% 88
2025
Q4 		$562K Hold
32,358
– – 0.14% 91
2025
Q3 		$578K Hold
32,358
– – 0.14% 93
2025
Q2 		$519K Hold
32,358
– – 0.14% 89
2025
Q1 		$551K Hold
32,358
– – 0.16% 87
2024
Q4 		$513K Buy
+32,358
New +$564K 0.15% 92
2024
Q2 		$514K Sell
32,358
-15
-0% -$227 0.25% 79
2024
Q1 		$507K Sell
32,373
-10
-0% -$158 0.28% 77
2023
Q4 		$558K Buy
+32,383
New +$500K 0.4% 77

Other funds holding BNL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

JPL Wealth Management's BNL Position: Q1 2026 in Review

JPL Wealth Management held its Broadstone Net Lease (BNL) position steady in Q1 2026 at 32,358 shares worth $591K. The position accounts for 0.14% of the portfolio, ranked #88.

JPL Wealth Management first reported a position in BNL in Q4 2023 and has held it in 9 quarters since. 350 funds tracked by Wall St. Rank hold BNL as of Q1 2026.

  • JPL Wealth Management held 32,358 shares of Broadstone Net Lease worth $591K as of Q1 2026.
  • JPL Wealth Management left its Broadstone Net Lease share count unchanged in Q1 2026.
  • Broadstone Net Lease made up 0.14% of JPL Wealth Management's portfolio in Q1 2026, its #88 holding.
  • JPL Wealth Management first reported a position in Broadstone Net Lease in Q4 2023 and has held it in 9 quarters since.
  • 350 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.