HB Wealth Management, LLC

Position in BNL — Broadstone Net Lease, Inc.

CIK 1911253 Atlanta, GA

Position in BNL

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$636,822

+$126,231 QoQ

Shares Held

30,809

+10.2% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#224

of 375 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

HB Wealth Management, LLC holds $2,711,143 across 3 REIT - Diversified names. BNL ranks #2 (23.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc.	21,211	$1,516,586
2	BNL	Broadstone Net Lease, Inc. This page	30,809	$636,822
3	VICI	Vici Properties Inc.	21,007	$557,735

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$636,822	30,809	+10.2%	Shares	Sole	2026-07-29
2026-03-31	$510,591	27,947	+24.7%	Shares	Sole	2026-04-27
2025-12-31	$389,140	22,403	+4.9%	Shares	Sole	2026-01-28
2025-09-30	$381,542	21,351	+4.0%	Shares	Sole	2025-10-23
2025-06-30	$329,410	20,524	+2.1%	Shares	Sole	2025-07-17
2025-03-31	$342,452	20,097	+2.1%	Shares	Sole	2025-05-07
2024-12-31	$312,124	19,680	+1.6%	Shares	Sole	2025-01-15
2024-09-30	$367,194	19,377	-8.5%	Shares	Sole	2024-10-15
2024-06-30	$336,094	21,178	+4.8%	Shares	Sole	2024-07-26
2024-03-31	$316,706	20,211	+2.9%	Shares	Sole	2024-04-30
2023-12-31	$338,304	19,646	+1.6%	Shares	Sole	2024-01-16
2023-09-30	$276,504	19,336	+3.1%	Shares	Sole	2023-10-13
2023-06-30	$289,438	18,746	-1.3%	Shares	Sole	2023-07-13
2023-03-31	$322,951	18,986	+0.8%	Shares	Sole	2023-04-13
2022-12-31	$305,331	18,836	+0.8%	Shares	Sole	2023-01-20
2022-09-30	$290,193	18,686	0.0%	Shares	Sole	2022-10-19
2022-06-30	$383,249	18,686	0.0%	Shares	Sole	2022-07-15
2022-03-31	$406,981	18,686	0.0%	Shares	Sole	2022-05-16
2021-12-31	$463,786	18,686	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.