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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
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

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

Klingman & Associates's BNL Position: Q1 2026 in Review

Klingman & Associates held its Broadstone Net Lease (BNL) position steady in Q1 2026 at 12,648 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #303.

Klingman & Associates first reported a position in BNL in Q3 2021 and has held it in 19 quarters since. The position peaked at $355K in Q4 2021. 350 funds tracked by Wall St. Rank hold BNL as of Q1 2026.

  • Klingman & Associates held 12,648 shares of Broadstone Net Lease worth $231K as of Q1 2026.
  • Klingman & Associates left its Broadstone Net Lease share count unchanged in Q1 2026.
  • Broadstone Net Lease made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #303 holding.
  • Klingman & Associates first reported a position in Broadstone Net Lease in Q3 2021 and has held it in 19 quarters since.
  • Klingman & Associates's Broadstone Net Lease position peaked at $355K in Q4 2021.
  • 350 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.