FULLER & THALER ASSET MANAGEMENT, INC.

Position in BNL — Broadstone Net Lease, Inc.

CIK 1082327 SAN MATEO, CA

Position in BNL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$60,992,746

+$5,126,868 QoQ

Shares Held

2,950,786

-3.5% QoQ

Ownership

1.54%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#11

of 377 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Real Estate · as of Jun 30, 2026

FULLER & THALER ASSET MANAGEMENT, INC. holds $90,544,478 across 5 REIT - Diversified names. BNL ranks #1 (67.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNL	Broadstone Net Lease, Inc. This page	2,950,786	$60,992,746
2	AAT	American Assets Trust, Inc.	1,019,791	$25,178,639
3	WPC	W. P. Carey Inc.	46,627	$3,333,830
4	FVR	FrontView REIT, Inc.	27,550	$557,336
5	NXDT	Nexpoint Diversified Real Estate Trust	92,857	$481,927

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$60,992,746	2,950,786	-3.5%	Shares	Sole	2026-08-12
2026-03-31	$55,865,878	3,057,793	-3.3%	Shares	Sole	2026-05-14
2025-12-31	$54,909,505	3,161,169	-8.8%	Shares	Sole	2026-02-12
2025-09-30	$61,910,561	3,464,497	+49.7%	Shares	Sole	2025-11-13
2025-06-30	$37,135,735	2,313,753	+17.4%	Shares	Sole	2025-08-14
2025-03-31	$33,588,839	1,971,176	-0.5%	Shares	Sole	2025-05-13
2024-12-31	$31,413,093	1,980,649	-0.3%	Shares	Sole	2025-02-14
2024-09-30	$37,660,339	1,987,353	-2.0%	Shares	Sole	2024-11-13
2024-06-30	$32,167,347	2,026,928	+56.7%	Shares	Sole	2024-08-09
2024-03-31	$20,262,939	1,293,104	—	Shares	Sole	2024-05-13
No filing history on record for this holder in this stock.