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Broadstone Net Lease

316 hedge funds and large institutions have $2.7B invested in Broadstone Net Lease in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 121 increasing their positions, 107 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $2.64M | Put options by funds: $1.15M

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

13% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 107

9% more capital invested

Capital invested by funds: $2.48B → $2.7B (+$221M)

4% more funds holding

Funds holding: 305316 (+11)

0.95% more ownership

Funds ownership: 82.73%83.67% (+0.95%)

Holders
316
Holders Change
+11
Holders Change %
+3.61%
% of All Funds
4.24%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
38
Increased
121
Reduced
107
Closed
25
Calls
$2.64M
Puts
$1.15M
Net Calls
+$1.49M
Net Calls Change
-$602K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$472M +$4.33M +266,900 +1%
BlackRock
2
BlackRock
New York
$328M -$9.15M -564,066 -3%
Principal Financial Group
3
Principal Financial Group
Iowa
$205M -$36M -2,222,630 -16%
State Street
4
State Street
Massachusetts
$142M -$720K -44,385 -0.5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$85.7M +$2.71M +167,179 +3%
AllianceBernstein
6
AllianceBernstein
Tennessee
$79.5M +$839K +51,754 +1%
CIM
7
Centersquare Investment Management
Pennsylvania
$67.4M -$923K -56,893 -1%
Charles Schwab
8
Charles Schwab
California
$53.6M +$1.11M +68,196 +2%
ACM
9
AEW Capital Management
Massachusetts
$52.3M -$1.13M -69,510 -2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$44.7M +$1.09M +67,065 +3%
Northern Trust
11
Northern Trust
Illinois
$40.9M -$1.04M -64,089 -3%
Norges Bank
12
Norges Bank
Norway
$40.1M +$1.18M +72,668 +3%
JP Morgan Chase
13
JP Morgan Chase
New York
$36.3M +$12.3K +760 +0%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$33.6M -$154K -9,473 -0.5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$30.6M -$413K -25,452 -1%
HRES
16
Heitman Real Estate Securities
Illinois
$29M +$27.6M +1,701,740 New
N
17
Nuveen
North Carolina
$28.1M +$14.2M +873,451 +112%
NEPWA
18
New England Private Wealth Advisors
Massachusetts
$27.9M -$893K -55,073 -3%
Victory Capital Management
19
Victory Capital Management
Texas
$27.2M -$2.72M -167,662 -10%
Bank of America
20
Bank of America
North Carolina
$26.1M +$12.5M +772,212 +101%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$23.6M +$17.2M +1,059,383 +326%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$22.5M +$1.56M +96,075 +8%
Morgan Stanley
23
Morgan Stanley
New York
$22.5M +$240K +14,806 +1%
Allianz Asset Management
24
Allianz Asset Management
Germany
$22M +$9.74M +600,633 +87%
UBS AM
25
UBS AM
Illinois
$21.9M +$1.14M +70,534 +6%

BNL Hedge Fund Activity: Q1 2025 in Review

316 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Broadstone Net Lease (BNL) for Q1 2025, worth a combined $2.7B — up 8.9% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BNL positions and 25 closed out — a net gain of 13 holders — while 121 added to existing stakes and 107 trimmed.

The largest buyer was Heitman Real Estate Securities, opening a new position worth an estimated $27.6M. The largest seller was Massachusetts Financial Services, cutting an estimated $41M.

  • 316 institutional investors held Broadstone Net Lease (BNL) as of Q1 2025, up from 305 in Q4 2024.
  • Funds reported $2.7B of Broadstone Net Lease stock for Q1 2025, up 8.9% quarter-over-quarter.
  • 38 funds opened new Broadstone Net Lease positions in Q1 2025 and 25 closed out, a net change of +13 holders.
  • The largest Broadstone Net Lease buyer in Q1 2025 was Heitman Real Estate Securities, an estimated $27.6M added.
  • The largest Broadstone Net Lease seller in Q1 2025 was Massachusetts Financial Services, an estimated $41M sold.

Based on aggregated 13F filings for Q1 2025.