Prevail Innovative Wealth Advisors’s Broadstone Net Lease BNL Stock Holding History

Prevail Innovative 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
2025 Q3	–	Sell	-158,658	Closed	-$2.55M	–	206
2025 Q2	$2.55M	Buy	158,658 +76,169	+92%	+$1.22M	0.57%	56
2025 Q1	$1.41M	Buy	+82,489	New	+$1.34M	0.37%	90
2024 Q3	–	Sell	-177,588	Closed	-$2.82M	–	166
2024 Q2	$2.82M	Buy	177,588 +68,097	+62%	+$1.03M	1%	36
2024 Q1	$1.72M	Buy	+109,491	New	+$1.73M	0.64%	71

Other funds holding BNL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Prevail Innovative Wealth Advisors's BNL Position: Q3 2025 in Review

Prevail Innovative Wealth Advisors sold out of Broadstone Net Lease (BNL) in Q3 2025, closing a stake of 158,658 shares — an estimated $2.55M sold.

Prevail Innovative Wealth Advisors first reported a position in BNL in Q1 2024 and held it in 4 quarters. The position peaked at $2.82M in Q2 2024. 331 funds tracked by Wall St. Rank hold BNL as of Q3 2025.

Prevail Innovative Wealth Advisors reported no remaining Broadstone Net Lease position as of Q3 2025 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 158,658 Broadstone Net Lease shares in Q3 2025, an estimated $2.55M.
Prevail Innovative Wealth Advisors first reported a position in Broadstone Net Lease in Q1 2024 and held it in 4 quarters.
Prevail Innovative Wealth Advisors's Broadstone Net Lease position peaked at $2.82M in Q2 2024.
331 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q3 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.