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

Moran 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
Q3 		$2.01M Sell
108,813
-1,980
-2% -$41.5K 0.06% 321
2026
Q2 		$2.29M Sell
110,793
-6,124
-5% -$124K 0.06% 305
2026
Q1 		$2.14M Buy
+116,917
New +$2.2M 0.07% 298

Other funds holding BNL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
AEW Capital Management
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
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Moran Wealth Management's BNL Position: Q3 2026 in Review

Moran Wealth Management reduced its Broadstone Net Lease (BNL) stake by 1.8% in Q3 2026, selling an estimated $41.5K and leaving 108,813 shares worth $2.01M. The position accounts for 0.06% of the portfolio, ranked #321.

Moran Wealth Management first reported a position in BNL in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.29M in Q2 2026. 212 funds tracked by Wall St. Rank hold BNL as of Q3 2026.

  • Moran Wealth Management held 108,813 shares of Broadstone Net Lease worth $2.01M as of Q3 2026.
  • Moran Wealth Management sold 1,980 Broadstone Net Lease shares in Q3 2026, an estimated $41.5K.
  • Broadstone Net Lease made up 0.06% of Moran Wealth Management's portfolio in Q3 2026, its #321 holding.
  • Moran Wealth Management first reported a position in Broadstone Net Lease in Q1 2026 and has held it in 3 quarters since.
  • Moran Wealth Management's Broadstone Net Lease position peaked at $2.29M in Q2 2026.
  • 212 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.