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Wealthedge Investment Advisors’s Broadstone Net Lease BNL Stock Holding History

Wealthedge Investment 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
-66,612
Closed -$1.07M – 131
2025
Q2 		$1.07M Buy
+66,612
New +$1.07M 0.45% 68

Other funds holding BNL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthedge Investment Advisors's BNL Position: Q3 2025 in Review

Wealthedge Investment Advisors sold out of Broadstone Net Lease (BNL) in Q3 2025, closing a stake of 66,612 shares — an estimated $1.07M sold.

Wealthedge Investment Advisors first reported a position in BNL in Q2 2025 and held it in 1 quarter. The position peaked at $1.07M in Q2 2025. 331 funds tracked by Wall St. Rank hold BNL as of Q3 2025.

  • Wealthedge Investment Advisors reported no remaining Broadstone Net Lease position as of Q3 2025 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 66,612 Broadstone Net Lease shares in Q3 2025, an estimated $1.07M.
  • Wealthedge Investment Advisors first reported a position in Broadstone Net Lease in Q2 2025 and held it in 1 quarter.
  • Wealthedge Investment Advisors's Broadstone Net Lease position peaked at $1.07M in Q2 2025.
  • 331 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q3 2025.

Based on Wealthedge Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.