BNL

Broadstone Net Lease Inc
Real EstateUSCUSIP 11135E203◍ Confluence graph
Tracked 13F Holders
327
-135 QoQ
13F Value (tracked)
$3.1B
Insider Net · 180d
$212K
1↑ 0↓
Recent Filings
15
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)24 adding · 26 trimming
Insider net (180d)+$212K

Who owns BNL?

327 tracked 13F filers

327 tracked 13F filers disclose a position in BNL as of the latest SEC 13F filings, a combined $3.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$463.3M
25.4M
+5.3%
Added · +1.3M sh
Q1 2026
2VANGUARD PORTFOLIO MANAGEMENT LLC
$331.1M
18.1M
First observed position
No prior filed position
Q1 2026
3STATE STREET CORP
$226.7M
10.8M
+37%
Added · +2.9M sh
Q2 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$155.8M
8.5M
First observed position
No prior filed position
Q1 2026
5Nuveen, LLC
$108.7M
5.9M
+38%
Added · +1.6M sh
Q1 2026
6GEODE CAPITAL MANAGEMENT, LLC
$116.4M
5.6M
+6.7%
Added · +352K sh
Q2 2026
7ALLIANCEBERNSTEIN L.P.
$77.5M
4.5M
−3.9%
Reduced · −183K sh
Q1 2026
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$63.5M
3.5M
+1.6%
Added · +55K sh
Q1 2026
9AEW CAPITAL MANAGEMENT L P
$67.4M
3.3M
+8.0%
Added · +242K sh
Q2 2026
10FULLER & THALER ASSET MANAGEMENT, INC.
$61.0M
3.0M
−3.5%
Reduced · −107K sh
Q2 2026
11DIMENSIONAL FUND ADVISORS LP
$49.3M
2.7M
+4.0%
Added · +103K sh
Q1 2026
12GRS Advisors, LLC
$48.7M
2.7M
New
+2.7M sh
Q1 2026
13CENTERSQUARE INVESTMENT MANAGEMENT LLC
$51.0M
2.5M
−6.5%
Reduced · −171K sh
Q2 2026
14NORGES BANK
$41.5M
2.4M
−3.1%
Reduced · −77K sh
Q4 2025
15Qube Research & Technologies Ltd
$42.6M
2.3M
+161%
Added · +1.4M sh
Q1 2026
16TWO SIGMA INVESTMENTS, LP
$42.4M
2.3M
+81%
Added · +1.0M sh
Q1 2026
17BANK OF AMERICA CORP /DE/
$40.8M
2.2M
+8.7%
Added · +179K sh
Q1 2026
18NORTHERN TRUST CORP
$40.0M
2.2M
+2.5%
Added · +55K sh
Q1 2026
19JPMORGAN CHASE & CO
$39.1M
2.1M
−1.3%
Reduced · −27K sh
Q1 2026
20GOLDMAN SACHS GROUP INC
$37.7M
2.1M
+85%
Added · +949K sh
Q1 2026
21VICTORY CAPITAL MANAGEMENT INC
$37.6M
2.1M
+1.3%
Added · +27K sh
Q1 2026
22Alyeska Investment Group, L.P.
$34.7M
1.9M
New
+1.9M sh
Q1 2026
23Boston Partners
$33.2M
1.8M
−15%
Reduced · −317K sh
Q1 2026
24New England Private Wealth Advisors LLC
$35.7M
1.6M
+0.6%
Added · +9K sh
Q2 2026
25SYSTEMATIC FINANCIAL MANAGEMENT LP
$26.4M
1.4M
−1.6%
Reduced · −24K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is BNL being bought or sold by institutions?

Last quarter, 5 funds opened a new position in BNL and 19 added to an existing one, while 26 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
5
funds
Added
19
funds
Reduced
26
funds
Exited
0
funds

Funds that own BNL also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT176 funds$242.2B
NVIDIA CORPNVDA172 funds$353.0B
AMAZON.COM INCAMZN172 funds$180.6B
APPLE INCAAPL170 funds$272.9B
ALPHABET INC-CL AGOOGL169 funds$148.5B
JPMORGAN CHASE & COJPM169 funds$60.9B
ALPHABET INC-CL CGOOG168 funds$112.6B
META PLATFORMS INC-CLASS AMETA164 funds$102.4B
ELI LILLY & COLLY164 funds$72.2B
CHEVRON CORPCVX164 funds$30.8B
BROADCOM INCAVGO163 funds$137.2B
COSTCO WHOLESALE CORPCOST162 funds$36.6B

Ranked by how many of BNL's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$212K
1 insiders
Sells · 180d
$0
0 insiders
Net
$212K
2 P/S txns
Signal
Net Buying
open-market
DateInsiderRoleActionSharesValue
Aug 21, 2026Imperiale Richard PDirectorBuy (P)5K$106K
Aug 20, 2026Imperiale Richard PDirectorBuy (P)5K$106K
Jul 15, 2025Fennell KevinEVP, CFO & TreasurerBuy (P)859$14K
May 14, 2025Imperiale Richard PDirectorBuy (P)3K$39K
May 13, 2025Imperiale Richard PDirectorBuy (P)3K$40K
May 9, 2025Imperiale Richard PDirectorBuy (P)3K$41K
May 8, 2025JACOBSTEIN DAVID MDirectorBuy (P)2K$24K
May 8, 2025Imperiale Richard PDirectorBuy (P)3K$41K
May 7, 2025Felice Laura L.DirectorBuy (P)9K$151K
May 7, 2025Albano Ryan MPresident & COOBuy (P)10K$165K
May 6, 2025Watters James HDirectorBuy (P)2K$32K
May 6, 2025Fennell KevinEVP, CFO & TreasurerBuy (P)5K$79K

Institutional ownership over time

165 funds-41 since Q3 2024
0150300Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $863.0M

Share classes

Class13F holdersValue held
BNLthis pagecs327 funds$3.1B
11135E207COM1 funds$977

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 shown

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Ask your agent what changed in BNL

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BNL/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BNL.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BNL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.