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New England Private Wealth Advisors’s Broadstone Net Lease BNL Stock Holding History

New England Private Wealth Advisors’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 		$29M Buy
1,585,086
+6,175
+0.4% +$116K 3.34% 5
2025
Q4 		$27.4M Buy
+1,578,911
New +$28.4M 3.42% 4
2025
Q2 		– Sell
-1,639,232
Closed -$27.9M – 164
2025
Q1 		$27.9M Sell
1,639,232
-55,073
-3% -$893K 4.32% 5
2024
Q4 		$26.9M Sell
1,694,305
-38,673
-2% -$674K 4.26% 4
2024
Q3 		$32.8M Sell
1,732,978
-40,256
-2% -$712K 5.3% 4
2024
Q2 		$28.1M Sell
1,773,234
-45,968
-3% -$696K 4.91% 4
2024
Q1 		$28.3M Sell
1,819,202
-83,081
-4% -$1.31M 4.97% 4
2023
Q4 		$32.8M Sell
1,902,283
-152,166
-7% -$2.35M 6.05% 3
2023
Q3 		$29.4M Sell
2,054,449
-130,014
-6% -$2.08M 6.13% 3
2023
Q2 		$33.7M Sell
2,184,463
-213,545
-9% -$3.42M 6.81% 3
2023
Q1 		$40.8M Sell
2,398,008
-190,280
-7% -$3.32M 8.29% 1
2022
Q4 		$42M Sell
2,588,288
-385,745
-13% -$6.45M 8.89% 1
2022
Q3 		$46.2M Sell
2,974,033
-158,960
-5% -$3.22M 10.83% 1
2022
Q2 		$68.2M Sell
3,132,993
-28
-0% -$586 12.47% 1
2022
Q1 		$68.2M Sell
3,133,021
-13,314
-0.4% -$297K 12.46% 1
2021
Q4 		$78.1M Sell
3,146,335
-3,672
-0.1% -$93.9K 13.59% 1
2021
Q3 		$78.2M Sell
3,150,007
-84,539
-3% -$2.18M 14.58% 1
2021
Q2 		$75.7M Sell
3,234,546
-334,068
-9% -$7.17M 14.41% 1
2021
Q1 		$65.3M Buy
+3,568,614
New +$65.9M 11.28% 1

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

New England Private Wealth Advisors's BNL Position: Q1 2026 in Review

New England Private Wealth Advisors increased its Broadstone Net Lease (BNL) stake by 0.39% in Q1 2026, buying an estimated $116K and bringing the position to 1,585,086 shares worth $29M. The position accounts for 3.34% of the portfolio, ranked #5.

New England Private Wealth Advisors first reported a position in BNL in Q1 2021 and has held it in 19 quarters since. The position peaked at $78.2M in Q3 2021. 350 funds tracked by Wall St. Rank hold BNL as of Q1 2026.

  • New England Private Wealth Advisors held 1,585,086 shares of Broadstone Net Lease worth $29M as of Q1 2026.
  • New England Private Wealth Advisors bought 6,175 Broadstone Net Lease shares in Q1 2026, an estimated $116K.
  • Broadstone Net Lease made up 3.34% of New England Private Wealth Advisors's portfolio in Q1 2026, its #5 holding.
  • New England Private Wealth Advisors first reported a position in Broadstone Net Lease in Q1 2021 and has held it in 19 quarters since.
  • New England Private Wealth Advisors's Broadstone Net Lease position peaked at $78.2M in Q3 2021.
  • 350 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q1 2026.

Based on New England Private Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.