Ritholtz Wealth Management’s Broadstone Net Lease BNL Stock Holding History

Ritholtz Wealth 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 Q2	$522K	Hold	25,255	–	–	0.01%	843
2026 Q1	$461K	Buy	25,255 +207	+0.8%	+$3.9K	0.01%	823
2025 Q4	$435K	Hold	25,048	–	–	0.01%	760
2025 Q3	$448K	Hold	25,048	–	–	0.01%	714
2025 Q2	$402K	Buy	25,048 +109	+0.4%	+$1.75K	0.01%	694
2025 Q1	$425K	Buy	24,939 +673	+3%	+$10.9K	0.01%	641
2024 Q4	$385K	Sell	24,266 -1,500	-6%	-$26.1K	0.01%	637
2024 Q3	$488K	Buy	25,766 +1,580	+7%	+$27.9K	0.01%	560
2024 Q2	$384K	Sell	24,186 -1,196	-5%	-$18.1K	0.01%	598
2024 Q1	$398K	Sell	25,382 -39	-0.2%	-$615	0.01%	566
2023 Q4	$438K	Buy	25,421 +2,166	+9%	+$33.4K	0.02%	521
2023 Q3	$333K	Hold	23,255	–	–	0.01%	533
2023 Q2	$359K	Hold	23,255	–	–	0.02%	502
2023 Q1	$396K	Hold	23,255	–	–	0.02%	460
2022 Q4	$377K	Hold	23,255	–	–	0.02%	416
2022 Q3	$361K	Hold	23,255	–	–	0.02%	485
2022 Q2	$477K	Hold	23,255	–	–	0.03%	324
2022 Q1	$506K	Hold	23,255	–	–	0.03%	309
2021 Q4	$577K	Hold	23,255	–	–	0.04%	269
2021 Q3	$577K	Hold	23,255	–	–	0.04%	243
2021 Q2	$544K	Buy	+23,255	New	+$499K	0.04%	237

Other funds holding BNL

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

ACM

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

Ritholtz Wealth Management's BNL Position: Q2 2026 in Review

Ritholtz Wealth Management held its Broadstone Net Lease (BNL) position steady in Q2 2026 at 25,255 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #843.

Ritholtz Wealth Management first reported a position in BNL in Q2 2021 and has held it in 21 quarters since. The position peaked at $577K in Q4 2021. 377 funds tracked by Wall St. Rank hold BNL as of Q2 2026.

Ritholtz Wealth Management held 25,255 shares of Broadstone Net Lease worth $522K as of Q2 2026.
Ritholtz Wealth Management left its Broadstone Net Lease share count unchanged in Q2 2026.
Broadstone Net Lease made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #843 holding.
Ritholtz Wealth Management first reported a position in Broadstone Net Lease in Q2 2021 and has held it in 21 quarters since.
Ritholtz Wealth Management's Broadstone Net Lease position peaked at $577K in Q4 2021.
377 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.