Position in BNL
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,408,639
+$214,786 QoQ
Shares Held
68,149
+4.3% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#165
of 378 holders
Holding Since
Sep 2021
16 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in BNL Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $32,913,532 across 12 REIT - Diversified names. BNL ranks #3 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
702,443 | $18,649,861 | |
| 2 | WPC |
W. P. Carey Inc.
|
103,649 | $7,410,903 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
This page
|
68,149 | $1,408,639 | |
| 4 | ESRT |
Empire State Realty Trust, Inc.
|
243,814 | $1,319,033 | |
| 5 | AAT |
American Assets Trust, Inc.
|
48,540 | $1,198,452 | |
| 6 | GOOD |
Gladstone Commercial Corp
|
49,659 | $610,805 | |
| 7 | JBGS |
JBG SMITH Properties
|
41,208 | $604,521 | |
| 8 | CTO |
CTO Realty Growth, Inc.
|
20,070 | $431,705 |
All Filings in BNL
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,408,639 | 68,149 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,193,853 | 65,345 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,129,849 | 65,046 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,153,454 | 64,547 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $934,639 | 58,233 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $931,900 | 54,689 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $889,238 | 56,068 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $969,727 | 56,314 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $635,949 | 44,472 | Shares | Sole | 2023-11-15 | |
| 2023-03-31 | $585,229 | 34,405 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $747,929 | 46,140 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $230,636 | 14,851 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $337,184 | 16,440 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $267,915 | 12,301 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $819,903 | 33,034 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $828,505 | 33,394 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||