Broadstone Net Lease Inc (BNL) Ownership

16.78 ↓0.12 (-0.71%)

As of Market Close on March 30th, 2023.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Broadstone Net Lease Inc (BNL), owning a total of 23 million shares. Combined, the top 23 institutional holders of BNL own 66.47% of the company with a total of 115.1 million shares.

In the latest ownership report on September 30th 2022, the top 23 institutional holders increased their combined ownership of BNL by 7.7 million shares. 13 institutions bought 9,969,324 total additional shares and increased their ownership by an average of 25.09%. However 7 institutions sold 2,283,747 total shares and decreased their ownership by an average of 5.62%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Broadstone Net Lease Inc increased by a net total of 7,685,577 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	13.282%	-2.278%	22,993,207	-536,046	2022-09-30
BlackRock Inc	8.376%	1.257%	14,500,020	180,046	2022-09-30
Principal Financial Group Inc	7.771%	4.254%	13,452,672	548,884	2022-09-30
United Capital Financial Advisers Inc	6.041%	-10.603%	10,458,301	-1,240,394	2022-09-30
State Street Corporation	4.582%	1.513%	7,932,031	118,204	2022-09-30
AllianceBernstein L.P.	3.557%	8.395%	6,157,449	476,887	2022-09-30
CenterSquare Investment Management LLC	3.286%	81.201%	5,688,883	2,549,347	2022-09-30
Massachusetts Financial Services Company	2.112%	6.095%	3,656,239	210,033	2022-09-30
Geode Capital Management, LLC	1.977%	0.429%	3,422,525	14,612	2022-09-30
Millennium Management LLC	1.782%	90.279%	3,083,965	1,463,205	2022-09-30
New England Private Wealth Advisors, LLC	1.718%	-5.074%	2,974,033	-158,960	2022-09-30
STONE POINT CAPITAL LLC	1.304%	0.000%	2,256,683	0	2022-09-30
Northern Trust Corp	1.278%	7.377%	2,211,505	151,930	2022-09-30
Charles Schwab Investment Management Inc	1.240%	5.178%	2,147,309	105,704	2022-09-30
Balyasny Asset Management LLC	1.162%	120.221%	2,012,298	1,098,537	2022-09-30
Ranger Global Real Estate Advisors, LLC	1.092%	0.000%	1,891,082	1,891,082	2022-09-30
Lumature Wealth Partners, LLC	1.091%	-5.883%	1,887,972	-118,013	2022-09-30
Creative Planning Inc	0.859%	-2.610%	1,486,283	-39,823	2022-09-30
Cobblestone Capital Advisors LLC	0.825%	-2.396%	1,428,392	-35,068	2022-09-30
Glenmede Trust Co NA	0.768%	-10.463%	1,330,269	-155,443	2022-09-30
Weiss Multi-Strategy Advisers Llc	0.671%	0.000%	1,160,853	1,160,853	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	13.282%	-2.278%	22,993,207	-536,046	2022-09-30
BlackRock Inc	8.376%	1.257%	14,500,020	180,046	2022-09-30
Principal Financial Group Inc	7.771%	4.254%	13,452,672	548,884	2022-09-30
United Capital Financial Advisers Inc	6.041%	-10.603%	10,458,301	-1,240,394	2022-09-30
State Street Corporation	4.582%	1.513%	7,932,031	118,204	2022-09-30
AllianceBernstein L.P.	3.557%	8.395%	6,157,449	476,887	2022-09-30
CenterSquare Investment Management LLC	3.286%	81.201%	5,688,883	2,549,347	2022-09-30
Massachusetts Financial Services Company	2.112%	6.095%	3,656,239	210,033	2022-09-30
Geode Capital Management, LLC	1.977%	0.429%	3,422,525	14,612	2022-09-30
Millennium Management LLC	1.782%	90.279%	3,083,965	1,463,205	2022-09-30
New England Private Wealth Advisors, LLC	1.718%	-5.074%	2,974,033	-158,960	2022-09-30
STONE POINT CAPITAL LLC	1.304%	0.000%	2,256,683	0	2022-09-30
Northern Trust Corp	1.278%	7.377%	2,211,505	151,930	2022-09-30
Charles Schwab Investment Management Inc	1.240%	5.178%	2,147,309	105,704	2022-09-30
Balyasny Asset Management LLC	1.162%	120.221%	2,012,298	1,098,537	2022-09-30
Ranger Global Real Estate Advisors, LLC	1.092%	0.000%	1,891,082	1,891,082	2022-09-30
Lumature Wealth Partners, LLC	1.091%	-5.883%	1,887,972	-118,013	2022-09-30
Nuveen Asset Management, LLC	1.029%	-10.686%	1,781,349	-213,140	2022-06-30
Creative Planning Inc	0.859%	-2.610%	1,486,283	-39,823	2022-09-30
Cobblestone Capital Advisors LLC	0.825%	-2.396%	1,428,392	-35,068	2022-09-30
Glenmede Trust Co NA	0.768%	-10.463%	1,330,269	-155,443	2022-09-30
Weiss Multi-Strategy Advisers Llc	0.671%	0.000%	1,160,853	1,160,853	2022-09-30
JPMorgan Chase & Co	0.664%	6.052%	1,148,659	65,552	2022-06-30

Mutual Fund Ownership

Vanguard Real Estate Index Investor is the biggest individual fund holder of Broadstone Net Lease Inc (BNL), owning a total of 7.8 million shares. Combined, the top 22 mutual fund holders of BNL own 28.57% of the company with a total of 49.5 million shares.

In the latest ownership report on December 30th 2022, the top 22 fund holders increased their combined ownership of BNL by 32 thousand shares. 1 funds bought 423 total additional shares and increased their ownership by an average of 0.05%. However 1 funds sold 32,900 total shares and decreased their ownership by an average of 0.83%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Broadstone Net Lease Inc decreased by a net total of -32,477 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Russell 2000 ETF	2.270%	-0.830%	3,930,138	-32,900	2022-12-30
iShares Russell 2000 Value ETF	1.048%	0.000%	1,813,313	0	2022-12-30
Schwab US REIT ETF™	0.472%	0.052%	816,739	423	2022-12-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	4.514%	1.805%	7,814,463	138,572	2022-11-30
Principal Real Estate Securities R5	2.617%	-5.368%	4,529,906	-256,941	2022-11-30
Vanguard Total Stock Mkt Idx Inv	2.551%	0.144%	4,415,918	6,356	2022-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.539%	-7.545%	4,394,537	-358,646	2022-09-30
iShares Russell 2000 ETF	2.270%	-0.830%	3,930,138	-32,900	2022-12-30
Vanguard Small Cap Index	2.179%	0.008%	3,772,608	310	2022-11-30
Vanguard Extended Market Index Investor	1.367%	0.321%	2,366,857	7,564	2022-11-30
MFS New Discovery Value I	1.340%	0.000%	2,319,548	0	2022-11-30
iShares Russell 2000 Value ETF	1.048%	0.000%	1,813,313	0	2022-12-30
SRH Total Return Fund	0.809%	0.000%	1,400,000	0	2022-11-30
Fidelity® Small Cap Index	0.775%	2.997%	1,342,226	39,059	2022-10-31
AB Discovery Value Advisor	0.773%	0.000%	1,337,300	0	2022-11-30
Vanguard Small Cap Value Index Inv	0.757%	1.438%	1,310,952	18,583	2022-11-30
Principal Global Real Estate Sec Instl	0.726%	-3.213%	1,256,453	-41,715	2022-11-30
Vanguard Small Cap Growth Index Inv	0.636%	1.005%	1,100,994	10,952	2022-11-30
Vanguard Real Estate II Index	0.628%	4.583%	1,087,455	47,653	2022-11-30
HSBC GIF Global RE Eq ZD	0.526%	0.000%	909,949	0	2022-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.519%	1.343%	898,000	11,900	2022-11-30
Fidelity® Extended Market Index	0.510%	0.000%	883,013	0	2022-11-30
Nuveen Real Estate Securities	0.508%	60.579%	879,697	331,868	2022-09-30
Nuveen Real Estate Securities I	0.508%	7.842%	879,697	63,971	2022-09-30
Schwab US REIT ETF™	0.472%	0.052%	816,739	423	2022-12-30