EP Wealth Advisors, LLC

Position in BNL — Broadstone Net Lease, Inc.

CIK 1540569 TORRANCE, CA

Position in BNL

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

Position Value

$245,435

+$46,713 QoQ

Shares Held

11,874

+9.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#288

of 375 holders

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Real Estate · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $1,537,076 across 4 REIT - Diversified names. BNL ranks #3 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc.	12,885	$921,277
2	VICI	Vici Properties Inc.	10,730	$284,881
3	BNL	Broadstone Net Lease, Inc. This page	11,874	$245,435
4	AHRT	AH Realty Trust, Inc.	12,074	$85,483

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$245,435	11,874	+9.2%	Shares	Sole	2026-08-12
2026-03-31	$198,722	10,877	-9.6%	Shares	Sole	2026-05-14
2025-12-31	$209,047	12,035	+3.0%	Shares	Sole	2026-02-18
2025-06-30	$187,560	11,686	-1.7%	Shares	Sole	2025-08-14
2025-03-31	$202,520	11,885	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.