Root Financial Partners
BNL icon

Root Financial Partners’s Broadstone Net Lease BNL Stock Holding History

Root Financial Partners’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
Q3 		$7.81K Buy
+422
New +$8.85K ﹤0.01% 2035
2026
Q2 		– Sell
-670
Closed -$12.2K – 782
2026
Q1 		$12.2K Buy
670
+170
+34% +$3.2K ﹤0.01% 1579
2025
Q4 		$8.68K Hold
500
– – ﹤0.01% 1560
2025
Q3 		$8.94K Buy
+500
New +$8.6K ﹤0.01% 1495

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Morgan Stanley
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Nuveen
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Centersquare Investment Management
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AEW Capital Management
AEW Capital Management Boston, Massachusetts $1.56B AUM 8.6% 1-Year Est. Return

Root Financial Partners's BNL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Broadstone Net Lease (BNL) in Q3 2026: 422 shares worth $7.81K. The stake represents ﹤0.01% of the portfolio and ranks #2035 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BNL as recently as Q1 2026.

Root Financial Partners first reported a position in BNL in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.2K in Q1 2026. 302 funds tracked by Wall St. Rank hold BNL as of Q3 2026.

  • Root Financial Partners held 422 shares of Broadstone Net Lease worth $7.81K as of Q3 2026.
  • Broadstone Net Lease was a new Root Financial Partners position in Q3 2026.
  • Broadstone Net Lease made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2035 holding.
  • Root Financial Partners first reported a position in Broadstone Net Lease in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Broadstone Net Lease position peaked at $12.2K in Q1 2026.
  • 302 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.