Cascade Financial Partners, LLC
Position in BNL — Broadstone Net Lease, Inc.
CIK 2021208
SAN DIEGO, CA
Position in BNL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,278,752
-$2,238,303 QoQ
Shares Held
207,003
-42.0% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#89
of 377 holders
Holding Since
Mar 2024
10 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, 2026Cascade Financial Partners, LLC holds $4,278,752 across 1 REIT - Diversified name. BNL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNL |
Broadstone Net Lease, Inc.
This page
|
207,003 | $4,278,752 |
All Filings in BNL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,278,752 | 207,003 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $6,517,055 | 356,708 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,278,490 | 361,456 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,373,514 | 356,660 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,958,739 | 371,261 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,396,390 | 375,375 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,707,506 | 359,868 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,140,435 | 376,804 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,257,049 | 394,269 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,485,123 | 413,856 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||