Position in BNL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$363,564
+$42,213 QoQ
Shares Held
17,589
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#261
of 375 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BNL Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Obermeyer Wealth Partners holds $2,073,782 across 2 REIT - Diversified names. BNL ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
64,415 | $1,710,218 | |
| 2 | BNL |
Broadstone Net Lease, Inc.
This page
|
17,589 | $363,564 |
All Filings in BNL
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,564 | 17,589 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $321,351 | 17,589 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $305,520 | 17,589 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $314,315 | 17,589 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $282,303 | 17,589 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $299,716 | 17,589 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $369,760 | 23,314 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $462,380 | 24,400 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $387,228 | 24,400 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $382,348 | 24,400 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $420,168 | 24,400 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $348,920 | 24,400 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $386,617 | 25,040 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $425,930 | 25,040 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $405,898 | 25,040 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $335,277 | 21,589 | Shares | Sole | 2022-12-09 | |
| 2022-06-30 | $442,790 | 21,589 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $470,208 | 21,589 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $511,018 | 20,589 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $510,813 | 20,589 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $388,348 | 16,589 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $303,578 | 16,589 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||