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Wealthspire Advisors (New York)’s Broadstone Net Lease BNL Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-500
Closed -$8.94K – 1272
2025
Q3 		$8.94K Buy
+500
New +$8.6K ﹤0.01% 2076
2021
Q3 		– Sell
-50,000
Closed -$1.17M – 581
2021
Q2 		$1.17M Hold
50,000
– – 0.03% 147
2021
Q1 		$915K Hold
50,000
– – 0.02% 280
2020
Q4 		$979K Buy
+50,000
New +$884K 0.03% 209

Other funds holding BNL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Charles Schwab
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

Wealthspire Advisors (New York)'s BNL Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Broadstone Net Lease (BNL) in Q4 2025, closing a stake of 500 shares — an estimated $8.94K sold.

Wealthspire Advisors (New York) first reported a position in BNL in Q4 2020 and held it in 4 quarters. The position peaked at $1.17M in Q2 2021. 351 funds tracked by Wall St. Rank hold BNL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Broadstone Net Lease position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 500 Broadstone Net Lease shares in Q4 2025, an estimated $8.94K.
  • Wealthspire Advisors (New York) first reported a position in Broadstone Net Lease in Q4 2020 and held it in 4 quarters.
  • Wealthspire Advisors (New York)'s Broadstone Net Lease position peaked at $1.17M in Q2 2021.
  • 351 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.