Position in BNL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,841
+$1,817 QoQ
Shares Held
331
+20.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#336
of 375 holders
Holding Since
Mar 2021
21 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, 2026Clearstead Advisors, LLC holds $4,634,889 across 12 REIT - Diversified names. BNL ranks #4 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHRT |
AH Realty Trust, Inc.
|
594,326 | $4,207,828 | |
| 2 | WPC |
W. P. Carey Inc.
|
5,261 | $376,161 | |
| 3 | VICI |
Vici Properties Inc.
|
1,239 | $32,895 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
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|
331 | $6,841 | |
| 5 | GNL |
Global Net Lease, Inc.
|
540 | $4,827 | |
| 6 | CTO |
CTO Realty Growth, Inc.
|
108 | $2,323 | |
| 7 | AAT |
American Assets Trust, Inc.
|
56 | $1,382 | |
| 8 | GOOD |
Gladstone Commercial Corp
|
69 | $848 |
All Filings in BNL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,841 | 331 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,024 | 275 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,821 | 220 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,876 | 105 | Shares | Sole | 2025-11-10 | |
| 2025-03-31 | $127,800 | 7,500 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $348,920 | 22,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $416,900 | 22,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $317,400 | 20,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $431,583 | 27,542 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $474,273 | 27,542 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $393,850 | 27,542 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $425,248 | 27,542 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $468,489 | 27,542 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $446,455 | 27,542 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $427,727 | 27,542 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $564,886 | 27,542 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $599,864 | 27,542 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $683,592 | 27,542 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $683,317 | 27,542 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,096,571 | 46,842 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,373,876 | 129,720 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||