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Obermeyer Wealth Partners’s Broadstone Net Lease BNL Stock Holding History

Obermeyer Wealth Partners’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 		$321K Hold
17,589
– – 0.01% 234
2025
Q4 		$306K Hold
17,589
– – 0.01% 235
2025
Q3 		$314K Hold
17,589
– – 0.01% 225
2025
Q2 		$282K Hold
17,589
– – 0.01% 227
2025
Q1 		$300K Sell
17,589
-5,725
-25% -$92.8K 0.02% 206
2024
Q4 		$370K Sell
23,314
-1,086
-4% -$18.9K 0.02% 184
2024
Q3 		$462K Hold
24,400
– – 0.02% 160
2024
Q2 		$387K Hold
24,400
– – 0.02% 171
2024
Q1 		$382K Hold
24,400
– – 0.02% 165
2023
Q4 		$420K Hold
24,400
– – 0.03% 131
2023
Q3 		$349K Sell
24,400
-640
-3% -$10.2K 0.03% 137
2023
Q2 		$387K Hold
25,040
– – 0.03% 138
2023
Q1 		$426K Hold
25,040
– – 0.03% 126
2022
Q4 		$406K Buy
25,040
+3,451
+16% +$57.7K 0.03% 132
2022
Q3 		$335K Hold
21,589
– – 0.03% 140
2022
Q2 		$443K Hold
21,589
– – 0.03% 119
2022
Q1 		$470K Buy
21,589
+1,000
+5% +$22.3K 0.03% 128
2021
Q4 		$511K Hold
20,589
– – 0.03% 125
2021
Q3 		$511K Buy
20,589
+4,000
+24% +$103K 0.03% 120
2021
Q2 		$388K Hold
16,589
– – 0.02% 139
2021
Q1 		$304K Buy
+16,589
New +$306K 0.02% 164

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

Obermeyer Wealth Partners's BNL Position: Q1 2026 in Review

Obermeyer Wealth Partners held its Broadstone Net Lease (BNL) position steady in Q1 2026 at 17,589 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #234.

Obermeyer Wealth Partners first reported a position in BNL in Q1 2021 and has held it in 21 quarters since. The position peaked at $511K in Q4 2021. 350 funds tracked by Wall St. Rank hold BNL as of Q1 2026.

  • Obermeyer Wealth Partners held 17,589 shares of Broadstone Net Lease worth $321K as of Q1 2026.
  • Obermeyer Wealth Partners left its Broadstone Net Lease share count unchanged in Q1 2026.
  • Broadstone Net Lease made up 0.01% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #234 holding.
  • Obermeyer Wealth Partners first reported a position in Broadstone Net Lease in Q1 2021 and has held it in 21 quarters since.
  • Obermeyer Wealth Partners's Broadstone Net Lease position peaked at $511K in Q4 2021.
  • 350 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.