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Broadstone Net Lease

279 hedge funds and large institutions have $2.41B invested in Broadstone Net Lease in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 93 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 93

9% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 35

0% more funds holding

Funds holding: 278279 (+1)

1% less capital invested

Capital invested by funds: $2.43B → $2.41B (-$25.6M)

2.18% less ownership

Funds ownership: 82.59%80.41% (-2.2%)

19% less call options, than puts

Call options by funds: $3.75M | Put options by funds: $4.63M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
279
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.03%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
38
Increased
102
Reduced
93
Closed
35
Calls
$3.75M
Puts
$4.63M
Net Calls
-$880K
Net Calls Change
-$293K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Avior Wealth Management
Nebraska
$28K +$15.9K +1,051 +147%
PS
252
Principal Securities
Iowa
$26.6K -$3.87K -256 -13%
BTI
253
Blue Trust Inc
Georgia
$23.8K +$20.5K +1,352 +800%
HWA
254
Heritage Wealth Advisors
Virginia
$22.7K +$21.6K +1,429 New
RIL
255
Rothschild Investment LLC
Illinois
$21.6K +$20.3K +1,340 +6,700%
Optiver Holding
256
Optiver Holding
Netherlands
$20.3K +$19.4K +1,279 New
EWA
257
EverSource Wealth Advisors
Alabama
$18.9K +$9.52K +629 +139%
CIBC Private Wealth Group
258
CIBC Private Wealth Group
Georgia
$16K +$15.1K +1,000 New
AF
259
Allworth Financial
California
$15.8K
QT
260
Quantbot Technologies
New York
$12.3K +$11.7K +775 New
GRP
261
Global Retirement Partners
California
$10.7K +$1.74K +115 +20%
US Bancorp
262
US Bancorp
Minnesota
$8.49K -$2.5K -165 -24%
GI
263
GAMMA Investing
California
$7.84K +$3.27K +216 +78%
PWMG
264
Private Wealth Management Group
New Jersey
$7K +$5.84K +386 +702%
LC
265
Lindbrook Capital
California
$6.09K +$681 +45 +13%
PA
266
Parallel Advisors
California
$4.98K -$832 -55 -15%
LI
267
LRI Investments
Florida
$4.22K +$4.03K +266 New
BIA
268
Bell Investment Advisors
California
$3.17K -$1.39K -92 -32%
VCM
269
Versant Capital Management
Arizona
$2.73K -$2.29K -151 -47%
SAM
270
Smartleaf Asset Management
Massachusetts
$2.56K +$2.45K +162 New
W
271
WealthCollab
Washington
$1.64K
AF
272
Advisornet Financial
Minnesota
$1.03K
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$1K -$424 -28 -24%
SPIA
274
Steward Partners Investment Advisory
New York
$825 -$3.39K -224 -81%
CAM
275
ClariVest Asset Management
California
$778

BNL Hedge Fund Activity: Q2 2024 in Review

279 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Broadstone Net Lease (BNL) for Q2 2024, worth a combined $2.41B — down 1.1% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BNL positions and 35 closed out — a net gain of 3 holders — while 102 added to existing stakes and 93 trimmed.

The largest buyer was Millennium Management, adding an estimated $42.1M. The largest seller was CBRE Investment Management Listed Real Assets, exiting entirely with an estimated $39.5M sold.

  • 279 institutional investors held Broadstone Net Lease (BNL) as of Q2 2024, up from 278 in Q1 2024.
  • Funds reported $2.41B of Broadstone Net Lease stock for Q2 2024, down 1.1% quarter-over-quarter.
  • 38 funds opened new Broadstone Net Lease positions in Q2 2024 and 35 closed out, a net change of +3 holders.
  • The largest Broadstone Net Lease buyer in Q2 2024 was Millennium Management, an estimated $42.1M added.
  • The largest Broadstone Net Lease seller in Q2 2024 was CBRE Investment Management Listed Real Assets, an estimated $39.5M sold.

Based on aggregated 13F filings for Q2 2024.