Position in BNL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,820,550
+$1,037,220 QoQ
Shares Held
426,732
+0.2% QoQ
Ownership
0.222%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#64
of 377 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNL Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Creative Planning holds $51,560,507 across 10 REIT - Diversified names. BNL ranks #3 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
1,016,173 | $26,979,393 | |
| 2 | WPC |
W. P. Carey Inc.
|
169,979 | $12,153,498 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
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|
426,732 | $8,820,550 | |
| 4 | AAT |
American Assets Trust, Inc.
|
36,617 | $904,072 | |
| 5 | OLP |
One Liberty Properties Inc
|
29,263 | $714,602 | |
| 6 | CTO |
CTO Realty Growth, Inc.
|
21,710 | $466,981 | |
| 7 | GNL |
Global Net Lease, Inc.
|
50,636 | $452,685 | |
| 8 | GOOD |
Gladstone Commercial Corp
|
36,397 | $447,682 |
All Filings in BNL
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,820,550 | 426,732 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,783,330 | 426,017 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,412,404 | 426,736 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,690,435 | 542,274 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $8,742,370 | 544,696 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $9,228,727 | 541,592 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,942,502 | 563,840 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,045,822 | 582,893 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $9,752,432 | 614,520 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $11,325,492 | 722,750 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $13,485,566 | 783,134 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $12,355,557 | 864,025 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $20,075,010 | 1,300,195 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $22,301,589 | 1,311,087 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $23,439,108 | 1,445,966 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $23,081,974 | 1,486,283 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $31,300,434 | 1,526,106 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $34,377,552 | 1,578,400 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $40,539,027 | 1,633,321 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $41,408,559 | 1,669,027 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $43,278,207 | 1,848,706 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $36,217,255 | 1,979,085 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||