Concurrent Investment Advisors, LLC
Position in BNL — Broadstone Net Lease, Inc.
CIK 2001015
Tampa, FL
Position in BNL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,461,837
+$276,125 QoQ
Shares Held
119,102
-0.4% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#119
of 375 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BNL Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $4,286,306 across 3 REIT - Diversified names. BNL ranks #1 (57.4% of the industry book) .
All Filings in BNL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,461,837 | 119,102 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,185,712 | 119,634 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,219,156 | 127,758 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,075,743 | 116,158 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,025,493 | 126,199 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,752,829 | 161,551 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,631,570 | 165,925 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,940,728 | 207,954 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $5,516,396 | 347,599 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $6,158,780 | 393,030 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $7,172,836 | 416,541 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||