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BNL · Real Estate

BROADSTONE NET LEASE INC

USA Real Estate Filing: 2025-12-31
Smart-money confidence · 1 of 3 sources firing
Bearish — money moving out

No standout activity across the feeds we track.

Hedge funds
26
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s.  ·  how the score works
◆ Next steps Interested in BROADSTONE NET LEASE INC? Here's what to do with it.
Not financial advice. Bogen Capital surfaces public SEC filings — you decide what to do with them.
Market cap
$4.5B
Industry
REIT - Diversified
Sector
Real Estate
Exchange
NYSE
About BROADSTONE NET LEASE INC

Broadstone Net Lease, Inc. is an industrial-focused, diversified net lease REIT that invests in primarily single-tenant commercial real estate properties that are net leased on a long-term basis to a diversified group of tenants. Utilizing an investment strategy underpinned by strong fundamental credit analysis and prudent real estate underwriting, as of March 31, 2026, BNL's diversified portfolio consisted of 773 individual net leased commercial properties with 766 properties located in 44 U.S. states and seven properties located in four Canadian provinces across the industrial, retail, and…

Who's behind the signal
Every informed buyer we can see on BNL, across all three feeds.
Hedge funds · 5
Point72 (Steve Cohen) New position
Citadel Advisors Increased +84%
D.E. Shaw & Co Increased +196%
AQR Capital Management Increased +8%
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Not a model pick — but on our radar. BROADSTONE NET LEASE INC isn't in the top-10 model right now, but 5 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
5
Investors
1
New positions
3
Increasing
1
Decreasing
0
Unchanged
Price History
Loading price data...
Return: High: Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.1×
New position
% of portfolio
0.0%
Position change
NEW
0.0% of Point72's portfolio
Trust weight: 1.0×
Increased +84%
% of portfolio
0.0%
Position change
+84%
0.0% of Citadel Advisors's portfolio
Trust weight: 1.0×
Increased +196%
% of portfolio
0.0%
Position change
+196%
0.0% of D.E. Shaw & Co's portfolio
Trust weight: 1.0×
Increased +8%
% of portfolio
0.0%
Position change
+8%
0.0% of AQR Capital Management's portfolio
Trust weight: 1.0×
Decreased −49%
% of portfolio
0.0%
Position change
−49%
0.0% of Millennium Management's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to BROADSTONE NET LEASE INC
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell BROADSTONE NET LEASE INC or any security.

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