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Perpetual Investment Management’s Broadstone Net Lease BNL Stock Holding History

Perpetual Investment 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
2021
Q1 		– Sell
-121,495
Closed -$2.36M – 214
2020
Q4 		$2.36M Buy
+121,495
New +$2.15M 0.35% 80

Other funds holding BNL

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return

Perpetual Investment Management's BNL Position: Q1 2021 in Review

Perpetual Investment Management sold out of Broadstone Net Lease (BNL) in Q1 2021, closing a stake of 121,495 shares — an estimated $2.36M sold.

Perpetual Investment Management first reported a position in BNL in Q4 2020 and held it in 1 quarter. The position peaked at $2.36M in Q4 2020. 144 funds tracked by Wall St. Rank hold BNL as of Q1 2021.

  • Perpetual Investment Management reported no remaining Broadstone Net Lease position as of Q1 2021 after selling out during the quarter.
  • Perpetual Investment Management sold 121,495 Broadstone Net Lease shares in Q1 2021, an estimated $2.36M.
  • Perpetual Investment Management first reported a position in Broadstone Net Lease in Q4 2020 and held it in 1 quarter.
  • Perpetual Investment Management's Broadstone Net Lease position peaked at $2.36M in Q4 2020.
  • 144 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q1 2021.

Based on Perpetual Investment Management's 13F filing for Q1 2021, filed 11 May 2021.