Wellington Management Group
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Wellington Management Group’s Broadstone Net Lease BNL Stock Holding History

Wellington Management Group’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 		$35.7M Buy
+1,727,563
New +$34.8M 0.01% 844
2024
Q4 		– Sell
-663,555
Closed -$12.6M – 1951
2024
Q3 		$12.6M Buy
+663,555
New +$11.7M ﹤0.01% 1104
2023
Q4 		– Sell
-17,314
Closed -$248K – 1832
2023
Q3 		$248K Buy
17,314
+3,079
+22% +$49.3K ﹤0.01% 1756
2023
Q2 		$220K Buy
+14,235
New +$228K ﹤0.01% 1776

Other funds holding BNL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Wellington Management Group's BNL Position: Q2 2026 in Review

Wellington Management Group opened a new position in Broadstone Net Lease (BNL) in Q2 2026: 1,727,563 shares worth $35.7M. The stake represents 0.01% of the portfolio and ranks #844 among its holdings. This is a return to the name: Wellington Management Group previously reported a position in BNL as recently as Q3 2024.

Wellington Management Group first reported a position in BNL in Q2 2023 and has held it in 4 quarters since. 379 funds tracked by Wall St. Rank hold BNL as of Q2 2026.

  • Wellington Management Group held 1,727,563 shares of Broadstone Net Lease worth $35.7M as of Q2 2026.
  • Broadstone Net Lease was a new Wellington Management Group position in Q2 2026.
  • Broadstone Net Lease made up 0.01% of Wellington Management Group's portfolio in Q2 2026, its #844 holding.
  • Wellington Management Group first reported a position in Broadstone Net Lease in Q2 2023 and has held it in 4 quarters since.
  • 379 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.