EverSource Wealth Advisors, LLC
Position in BNL — Broadstone Net Lease, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in BNL
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$129,254
+$37,423 QoQ
Shares Held
7,075
+33.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BNL Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $563,914 across 13 REIT - Diversified names. BNL ranks #2 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
9,903 | $270,544 | |
| 2 | BNL |
Broadstone Net Lease, Inc.
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|
7,075 | $129,254 | |
| 3 | JBGS |
JBG SMITH Properties
|
3,081 | $45,010 | |
| 4 | GNL |
Global Net Lease, Inc.
|
3,040 | $28,450 | |
| 5 | AAT |
American Assets Trust, Inc.
|
1,482 | $27,278 | |
| 6 | OLP |
One Liberty Properties Inc
|
838 | $17,979 | |
| 7 | AHRT |
AH Realty Trust, Inc.
|
2,491 | $13,699 | |
| 8 | GOOD |
Gladstone Commercial Corp
|
1,082 | $12,365 |
All Filings in BNL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $129,254 | 7,075 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $91,831 | 5,287 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $94,906 | 5,311 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $68,387 | 4,261 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $40,128 | 2,355 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $43,376 | 2,735 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $21,658 | 1,143 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $17,184 | 1,083 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,113 | 454 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $6,009 | 349 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $37,323 | 2,610 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $69,835 | 4,523 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $61,218 | 3,599 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $55,665 | 3,434 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||