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 Q3	$325K	Hold	17,589	–	–	0.01%	237
2026 Q2	$364K	Hold	17,589	–	–	0.01%	219
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

ACMI

AEW CAPITAL MANAGEMENT INC Boston, Massachusetts $1.56B AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Obermeyer Wealth Partners's BNL Position: Q3 2026 in Review

Obermeyer Wealth Partners held its Broadstone Net Lease (BNL) position steady in Q3 2026 at 17,589 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #237.

Obermeyer Wealth Partners first reported a position in BNL in Q1 2021 and has held it in 23 quarters since. The position peaked at $511K in Q4 2021. 155 funds tracked by Wall St. Rank hold BNL as of Q3 2026.

Obermeyer Wealth Partners held 17,589 shares of Broadstone Net Lease worth $325K as of Q3 2026.
Obermeyer Wealth Partners left its Broadstone Net Lease share count unchanged in Q3 2026.
Broadstone Net Lease made up 0.01% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #237 holding.
Obermeyer Wealth Partners first reported a position in Broadstone Net Lease in Q1 2021 and has held it in 23 quarters since.
Obermeyer Wealth Partners's Broadstone Net Lease position peaked at $511K in Q4 2021.
155 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.