Klingman & Associates’s Broadstone Net Lease BNL Stock Holding History

Klingman & Associates’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 Q3	$236K	Buy	12,751 +20	+0.2%	+$420	0.01%	377
2026 Q2	$263K	Buy	12,731 +83	+0.7%	+$1.67K	0.01%	289
2026 Q1	$231K	Hold	12,648	–	–	0.01%	303
2025 Q4	$220K	Hold	12,648	–	–	0.01%	300
2025 Q3	$226K	Sell	12,648 -1,640	-11%	-$28.2K	0.01%	295
2025 Q2	$229K	Hold	14,288	–	–	0.01%	281
2025 Q1	$243K	Hold	14,288	–	–	0.01%	241
2024 Q4	$227K	Hold	14,288	–	–	0.01%	239
2024 Q3	$271K	Hold	14,288	–	–	0.02%	224
2024 Q2	$227K	Hold	14,288	–	–	0.02%	227
2024 Q1	$224K	Hold	14,288	–	–	0.02%	225
2023 Q4	$246K	Sell	14,288 -153	-1%	-$2.36K	0.02%	208
2023 Q3	$207K	Buy	14,441 +153	+1%	+$2.45K	0.02%	210
2023 Q2	$221K	Hold	14,288	–	–	0.02%	202
2023 Q1	$243K	Hold	14,288	–	–	0.02%	174
2022 Q4	$232K	Hold	14,288	–	–	0.02%	182
2022 Q3	$222K	Hold	14,288	–	–	0.02%	172
2022 Q2	$293K	Hold	14,288	–	–	0.03%	149
2022 Q1	$311K	Hold	14,288	–	–	0.03%	159
2021 Q4	$355K	Hold	14,288	–	–	0.03%	137
2021 Q3	$354K	Buy	+14,288	New	+$369K	0.03%	124

Other funds holding BNL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

AEW Capital Management Boston, Massachusetts $1.56B AUM 8.6% 1-Year Est. Return

ACMI

AEW CAPITAL MANAGEMENT INC Boston, Massachusetts $1.56B AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Klingman & Associates's BNL Position: Q3 2026 in Review

Klingman & Associates increased its Broadstone Net Lease (BNL) stake by 0.16% in Q3 2026, buying an estimated $420 and bringing the position to 12,751 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #377.

Klingman & Associates first reported a position in BNL in Q3 2021 and has held it in 21 quarters since. The position peaked at $355K in Q4 2021. 172 funds tracked by Wall St. Rank hold BNL as of Q3 2026.

Klingman & Associates held 12,751 shares of Broadstone Net Lease worth $236K as of Q3 2026.
Klingman & Associates bought 20 Broadstone Net Lease shares in Q3 2026, an estimated $420.
Broadstone Net Lease made up 0.01% of Klingman & Associates's portfolio in Q3 2026, its #377 holding.
Klingman & Associates first reported a position in Broadstone Net Lease in Q3 2021 and has held it in 21 quarters since.
Klingman & Associates's Broadstone Net Lease position peaked at $355K in Q4 2021.
172 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.