Raymond James Financial Services Advisors’s Broadstone Net Lease BNL Stock Holding History

Raymond James Financial Services 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
2023 Q1	–	Sell	-18,293	Closed	-$297K	–	3270
2022 Q4	$297K	Sell	18,293 -10,242	-36%	-$171K	﹤0.01%	2591
2022 Q3	$443K	Hold	28,535	–	–	﹤0.01%	2321
2022 Q2	$585K	Sell	28,535 -183	-0.6%	-$3.83K	﹤0.01%	2167
2022 Q1	$625K	Buy	28,718 +183	+0.6%	+$4.08K	﹤0.01%	2240
2021 Q4	$708K	Hold	28,535	–	–	﹤0.01%	2168
2021 Q3	$708K	Buy	28,535 +13,293	+87%	+$343K	﹤0.01%	2160
2021 Q2	$357K	Sell	15,242 -9,000	-37%	-$193K	﹤0.01%	2602
2021 Q1	$444K	Buy	+24,242	New	+$448K	﹤0.01%	2368

Other funds holding BNL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Raymond James Financial Services Advisors's BNL Position: Q1 2023 in Review

Raymond James Financial Services Advisors sold out of Broadstone Net Lease (BNL) in Q1 2023, closing a stake of 18,293 shares — an estimated $297K sold.

Raymond James Financial Services Advisors first reported a position in BNL in Q1 2021 and held it in 8 quarters. The position peaked at $708K in Q4 2021. 228 funds tracked by Wall St. Rank hold BNL as of Q1 2023.

Raymond James Financial Services Advisors reported no remaining Broadstone Net Lease position as of Q1 2023 after selling out during the quarter.
Raymond James Financial Services Advisors sold 18,293 Broadstone Net Lease shares in Q1 2023, an estimated $297K.
Raymond James Financial Services Advisors first reported a position in Broadstone Net Lease in Q1 2021 and held it in 8 quarters.
Raymond James Financial Services Advisors's Broadstone Net Lease position peaked at $708K in Q4 2021.
228 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q1 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.