We are live on ! Find out more
BNL icon

Broadstone Net Lease

278 hedge funds and large institutions have $2.43B invested in Broadstone Net Lease in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 103 increasing their positions, 90 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 90

3% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 34

0% more funds holding

Funds holding: 278278 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.38% less ownership

Funds ownership: 82.97%82.59% (-0.38%)

9% less capital invested

Capital invested by funds: $2.68B → $2.43B (-$245M)

13% less call options, than puts

Call options by funds: $3.89M | Put options by funds: $4.48M

Holders
278
Holders Change
Holders Change %
0%
% of All Funds
4%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
35
Increased
103
Reduced
90
Closed
34
Calls
$3.89M
Puts
$4.48M
Net Calls
-$587K
Net Calls Change
-$2.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$438M +$2.81M +178,102 +0.6%
BlackRock
2
BlackRock
New York
$297M -$3.78M -239,639 -1%
Principal Financial Group
3
Principal Financial Group
Iowa
$232M -$1.99M -126,410 -0.8%
State Street
4
State Street
Massachusetts
$131M -$13.6M -859,667 -10%
AllianceBernstein
5
AllianceBernstein
Tennessee
$75.7M -$11M -696,630 -13%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$73.7M -$5.77M -365,644 -7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$72.1M +$1.83M +115,976 +3%
Charles Schwab
8
Charles Schwab
California
$49.9M +$6.28M +398,282 +14%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$40.4M +$3.84M +243,704 +10%
CIMLRA
10
CBRE Investment Management Listed Real Assets
Pennsylvania
$39.5M -$5.34M -338,867 -12%
CIM
11
Centersquare Investment Management
Pennsylvania
$36.5M -$19.4M -1,232,008 -33%
Norges Bank
12
Norges Bank
Norway
$34.6M +$1.71M +108,453 +5%
Northern Trust
13
Northern Trust
Illinois
$31.7M -$1.15M -73,049 -3%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$31.5M +$31.7M +2,010,273 New
N
15
Nuveen
North Carolina
$31.4M +$7.99M +506,677 +34%
ACM
16
AEW Capital Management
Massachusetts
$29.4M -$8.7M -551,410 -23%
NEPWA
17
New England Private Wealth Advisors
Massachusetts
$28.3M -$1.31M -83,081 -4%
TW
18
TritonPoint Wealth
Maryland
$28.1M -$1.23M -78,029 -5%
Prudential Financial
19
Prudential Financial
New Jersey
$27.9M +$4.62M +293,237 +20%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$26.8M -$1.51M -95,561 -5%
JP Morgan Chase
21
JP Morgan Chase
New York
$25.8M -$6.23M -395,388 -19%
UCFA
22
United Capital Financial Advisors
Texas
$24.2M -$2.51M -159,328 -9%
Legal & General Group
23
Legal & General Group
United Kingdom
$21.9M -$448K -28,388 -2%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$21.9M +$13.5M +857,141 +159%
UBS AM
25
UBS AM
Illinois
$21.6M +$2.41M +152,818 +12%

BNL Hedge Fund Activity: Q1 2024 in Review

278 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Broadstone Net Lease (BNL) for Q1 2024, worth a combined $2.43B — down 9.1% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BNL positions and 34 closed out — a net gain of 1 holder — while 103 added to existing stakes and 90 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $31.7M. The largest seller was Cohen & Steers, exiting entirely with an estimated $64.6M sold.

  • 278 institutional investors held Broadstone Net Lease (BNL) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $2.43B of Broadstone Net Lease stock for Q1 2024, down 9.1% quarter-over-quarter.
  • 35 funds opened new Broadstone Net Lease positions in Q1 2024 and 34 closed out, a net change of +1 holder.
  • The largest Broadstone Net Lease buyer in Q1 2024 was Schroder Investment Management Group, an estimated $31.7M added.
  • The largest Broadstone Net Lease seller in Q1 2024 was Cohen & Steers, an estimated $64.6M sold.

Based on aggregated 13F filings for Q1 2024.