JPL Wealth Management, LLC
Position in BNL — Broadstone Net Lease, Inc.
CIK 2010710
GREENWOOD VILLAGE, CO
Position in BNL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$668,839
+$77,659 QoQ
Shares Held
32,358
0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#218
of 375 holders
Holding Since
Dec 2023
10 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, 2026JPL Wealth Management, LLC holds $675,377 across 7 REIT - Diversified names. BNL ranks #1 (99.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNL |
Broadstone Net Lease, Inc.
This page
|
32,358 | $668,839 | |
| 2 | VICI |
Vici Properties Inc.
|
161 | $4,273 | |
| 3 | AAT |
American Assets Trust, Inc.
|
79 | $1,950 | |
| 4 | GOOD |
Gladstone Commercial Corp
|
18 | $220 | |
| 5 | ESRT |
Empire State Realty Trust, Inc.
|
11 | $59 | |
| 6 | SAFE |
Safehold Inc.
|
2 | $31 | |
| 7 | NXDT |
Nexpoint Diversified Real Estate Trust
|
1 | $5 |
All Filings in BNL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $668,839 | 32,358 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $591,180 | 32,358 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $562,058 | 32,358 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $578,237 | 32,358 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $519,345 | 32,358 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $551,380 | 32,358 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $513,197 | 32,358 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $513,521 | 32,358 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $507,284 | 32,373 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $557,635 | 32,383 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||