Perigon Wealth Management, LLC
Position in BNL — Broadstone Net Lease, Inc.
CIK 1575239
SAN FRANCISCO, CA
Position in BNL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,231,311
+$142,968 QoQ
Shares Held
59,570
0.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#171
of 375 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in BNL Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Perigon Wealth Management, LLC holds $1,997,076 across 2 REIT - Diversified names. BNL ranks #1 (61.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNL |
Broadstone Net Lease, Inc.
This page
|
59,570 | $1,231,311 | |
| 2 | WPC |
W. P. Carey Inc.
|
10,710 | $765,765 |
All Filings in BNL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,231,311 | 59,570 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,088,343 | 59,570 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,040,515 | 59,903 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,218,519 | 68,188 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,262,284 | 78,647 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,344,149 | 78,882 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,250,894 | 78,871 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,492,331 | 78,751 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,300,562 | 81,951 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,281,884 | 81,805 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,408,131 | 81,773 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,156,269 | 80,858 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,145,138 | 74,167 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||