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Polymer Capital Management’s Broadstone Net Lease BNL Stock Holding History

Polymer Capital 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
Q1 		$326K Sell
17,840
-913
-5% -$17.2K 0.03% 563
2025
Q4 		$326K Buy
+18,753
New +$338K 0.03% 624
2025
Q3 		– Sell
-20,976
Closed -$337K – 772
2025
Q2 		$337K Buy
+20,976
New +$336K 0.04% 403

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

Polymer Capital Management's BNL Position: Q1 2026 in Review

Polymer Capital Management reduced its Broadstone Net Lease (BNL) stake by 4.9% in Q1 2026, selling an estimated $17.2K and leaving 17,840 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #563.

Polymer Capital Management first reported a position in BNL in Q2 2025 and has held it in 3 quarters since. The position peaked at $337K in Q2 2025. 350 funds tracked by Wall St. Rank hold BNL as of Q1 2026.

  • Polymer Capital Management held 17,840 shares of Broadstone Net Lease worth $326K as of Q1 2026.
  • Polymer Capital Management sold 913 Broadstone Net Lease shares in Q1 2026, an estimated $17.2K.
  • Broadstone Net Lease made up 0.03% of Polymer Capital Management's portfolio in Q1 2026, its #563 holding.
  • Polymer Capital Management first reported a position in Broadstone Net Lease in Q2 2025 and has held it in 3 quarters since.
  • Polymer Capital Management's Broadstone Net Lease position peaked at $337K in Q2 2025.
  • 350 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q1 2026.

Based on Polymer Capital Management's 13F filing for Q1 2026, filed 14 May 2026.