Sage Advisors’s Broadstone Net Lease BNL Stock Holding History

Sage 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 Q4	$15M	Sell	862,316 -26,414	-3%	-$476K	9.93%	4
2025 Q3	$15.9M	Sell	888,730 -9,277	-1%	-$160K	11.38%	3
2025 Q2	$14.4M	Sell	898,007 -9,929	-1%	-$159K	10.29%	4
2025 Q1	$15.5M	Sell	907,936 -8,060	-0.9%	-$131K	10.88%	3
2024 Q4	$14.5M	Sell	915,996 -16,740	-2%	-$292K	10.85%	3
2024 Q3	$17.7M	Buy	932,736 +24,670	+3%	+$436K	13.92%	3
2024 Q2	$14.4M	Buy	908,066 +3,136	+0.3%	+$47.5K	11.72%	4
2024 Q1	$14.2M	Sell	904,930 -4,835	-0.5%	-$76.2K	12.61%	4
2023 Q4	$15.7M	Buy	+909,765	New	+$14M	15.56%	2

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CIM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return

Sage Advisors's BNL Position: Q4 2025 in Review

Sage Advisors reduced its Broadstone Net Lease (BNL) stake by 3% in Q4 2025, selling an estimated $476K and leaving 862,316 shares worth $15M. The position accounts for 9.93% of the portfolio, ranked #4.

Sage Advisors first reported a position in BNL in Q4 2023 and has held it in 9 quarters since. The position peaked at $17.7M in Q3 2024. 350 funds tracked by Wall St. Rank hold BNL as of Q4 2025.

Sage Advisors held 862,316 shares of Broadstone Net Lease worth $15M as of Q4 2025.
Sage Advisors sold 26,414 Broadstone Net Lease shares in Q4 2025, an estimated $476K.
Broadstone Net Lease made up 9.93% of Sage Advisors's portfolio in Q4 2025, its #4 holding.
Sage Advisors first reported a position in Broadstone Net Lease in Q4 2023 and has held it in 9 quarters since.
Sage Advisors's Broadstone Net Lease position peaked at $17.7M in Q3 2024.
350 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q4 2025.

Based on Sage Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.