Position in BNL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$414,888
+$26,706 QoQ
Shares Held
20,072
-5.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 64 holders
Holding Since
Sep 2025
3 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, 2026Sequoia Financial Advisors, LLC holds $14,536,031 across 7 REIT - Diversified names. BNL ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
139,129 | $9,947,723 | |
| 2 | VICI |
Vici Properties Inc.
|
111,945 | $2,972,139 | |
| 3 | CTO |
CTO Realty Growth, Inc.
|
22,139 | $476,209 | |
| 4 | OLP |
One Liberty Properties Inc
|
18,591 | $453,992 | |
| 5 | BNL |
Broadstone Net Lease, Inc.
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|
20,072 | $414,888 | |
| 6 | AHRT |
AH Realty Trust, Inc.
|
21,414 | $151,611 | |
| 7 | ESRT |
Empire State Realty Trust, Inc.
|
22,083 | $119,469 |
All Filings in BNL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,888 | 20,072 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $388,182 | 21,247 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $270,444 | 15,134 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||