Lee Financial’s Broadstone Net Lease BNL Stock Holding History

Lee Financial’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 Q3	–	Sell	-12,360	Closed	-$202K	–	184
2025 Q2	$202K	Sell	12,360 -16,037	-56%	-$257K	0.03%	141
2025 Q1	$487K	Sell	28,397 -17,064	-38%	-$277K	0.07%	94
2024 Q4	$730K	Hold	45,461	–	–	0.1%	97
2024 Q3	$870K	Sell	45,461 -57,669	-56%	-$1.02M	0.12%	90
2024 Q2	$1.66M	Sell	103,130 -64,048	-38%	-$969K	0.27%	36
2024 Q1	$2.66M	Sell	167,178 -1,000	-0.6%	-$15.8K	0.44%	22
2023 Q4	$2.94M	Hold	168,178	–	–	0.52%	22
2023 Q3	$2.45M	Sell	168,178 -600	-0.4%	-$9.6K	0.46%	22
2023 Q2	$2.65M	Hold	168,778	–	–	0.46%	24
2023 Q1	$2.91M	Sell	168,778 -31,168	-16%	-$543K	0.5%	26
2022 Q4	$3.24M	Sell	199,946 -11,952	-6%	-$200K	0.55%	22
2022 Q3	$3.29M	Hold	211,898	–	–	0.62%	22
2022 Q2	$4.35M	Hold	211,898	–	–	0.8%	19
2022 Q1	$4.62M	Hold	211,898	–	–	0.83%	22
2021 Q4	$5.26M	Hold	211,898	–	–	0.99%	19
2021 Q3	$5.26M	Sell	211,898 -22,329	-10%	-$577K	1.09%	17
2021 Q2	$5.48M	Buy	+234,227	New	+$5.03M	1.16%	17

Other funds holding BNL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lee Financial's BNL Position: Q3 2025 in Review

Lee Financial sold out of Broadstone Net Lease (BNL) in Q3 2025, closing a stake of 12,360 shares — an estimated $202K sold.

Lee Financial first reported a position in BNL in Q2 2021 and held it in 17 quarters. The position peaked at $5.48M in Q2 2021. 331 funds tracked by Wall St. Rank hold BNL as of Q3 2025.

Lee Financial reported no remaining Broadstone Net Lease position as of Q3 2025 after selling out during the quarter.
Lee Financial sold 12,360 Broadstone Net Lease shares in Q3 2025, an estimated $202K.
Lee Financial first reported a position in Broadstone Net Lease in Q2 2021 and held it in 17 quarters.
Lee Financial's Broadstone Net Lease position peaked at $5.48M in Q2 2021.
331 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q3 2025.

Based on Lee Financial's 13F filing for Q3 2025, filed 4 Nov 2025.