undamentalytics Newsletter

Broadstone Net Lease, Inc.: which funds bought and sold

Institutions that bought and sold Broadstone Net Lease shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 208 institutions that filed 13F reports for both quarters added to or opened positions in Broadstone Net Lease, and 138 cut or closed them. Together they added a net 12.6M shares, +7.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 3.8M shares (−14.4%); index fund managers were net buyers of 15.3M shares (+21.1%). 57 opened a new position and 37 sold out entirely.

Bought, Q2 2026 208 institutions, 57 of them new holders Sold, Q2 2026 138 institutions, 37 of them sold out
Net change, all compared +12.6M shares (+7.3%)
Net change, active managers −3.8M shares (−14.4%), 21 bought, 25 sold

Buyers versus sellers

institutions compared, 405
Active managers and hedge funds 21 bought · 25 sold · −3.8M
Index fund managers 11 bought · 0 sold · +15.3M
Other institutions 176 bought · 113 sold · +1.0M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +9.1M +35.9% 34.5M $712M
State Street Corp Index funds +2.9M +37.0% 10.8M $227M
Vanguard Portfolio Management LLC Index funds +1.9M +10.6% 20.0M $414M
Wellington Management Group LLP Active manager +1.7M New position 1.7M $35.7M
Amundi +1.0M +1115.8% 1.1M $22.6M
Principal Financial Group Inc +690K +112.6% 1.3M $26.9M
Public Sector Pension Investment Board +659K New position 659K $13.6M
Jpmorgan Chase & Co +644K +30.6% 2.7M $58.3M
Allspring Global Investments Holdings, LLC +590K +1324.4% 635K $13.2M
Bank Of New York Mellon Corp +560K +41.1% 1.9M $39.7M
Tritonpoint Partners, LLC +550K +437.9% 676K $14.2M
Renaissance Technologies LLC Hedge fund +524K +846.8% 586K $12.1M
Heitman Real Estate Securities LLC +491K New position 491K $10.2M
Ameriprise Financial Inc +449K +50.5% 1.3M $27.6M
Morgan Stanley +382K +32.2% 1.6M $32.5M
Northern Trust Corp Index funds +382K +17.4% 2.6M $53.2M
Geode Capital Management, LLC Index funds +352K +6.7% 5.6M $116M
Susquehanna Portfolio Strategies, LLC +342K New position 342K $7.1M
Jain Global LLC Hedge fund +257K +463.5% 313K $6.5M
Charles Schwab Investment Management Inc Index funds +245K +7.0% 3.7M $77M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Nuveen, LLC −1.4M −22.9% 4.6M $94.8M
Qube Research & Technologies Ltd Hedge fund −1.4M −58.2% 974K $20.1M
Susquehanna International Group, LLP −1.2M −90.8% 121K $2.5M
Schonfeld Strategic Advisors LLC Hedge fund −981K Sold out 0 —
Jane Street Group, LLC −943K Sold out 0 —
Citadel Advisors LLC Hedge fund −793K Sold out 0 —
Goldman Sachs Group Inc −678K −32.8% 1.4M $28.7M
Bank Of America Corp −636K −28.5% 1.6M $33M
Healthcare Of Ontario Pension Plan Trust Fund −635K Sold out 0 —
Verition Fund Management LLC Hedge fund −572K −60.0% 380K $7.9M
Balyasny Asset Management L.P. Hedge fund −518K Sold out 0 —
American Century Companies Inc Active manager −420K −31.3% 921K $19M
Boston Partners Active manager −407K −22.4% 1.4M $29.2M
Two Sigma Investments, LP Hedge fund −367K −15.8% 2.0M $40.4M
Strs Ohio −346K −59.5% 236K $4.9M
FMR LLC Active manager −333K −95.2% 17K $345,777
Sophron Capital Management L.P. −257K Sold out 0 —
Voloridge Investment Management, LLC Hedge fund −248K −62.9% 146K $3M
Grs Advisors, LLC −243K −9.1% 2.4M $50M
Anson Funds Management LP Hedge fund −240K Sold out 0 —

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Schonfeld Strategic Advisors LLCHedge fund 981K $17.9M
Jane Street Group, LLC 943K $17.2M
Citadel Advisors LLCHedge fund 793K $14.5M
Healthcare Of Ontario Pension Plan Trust Fund 635K $11.6M
Balyasny Asset Management L.P.Hedge fund 518K $9.5M
Sophron Capital Management L.P. 257K $4.7M
Anson Funds Management LPHedge fund 240K $4.4M
Algert Global LLCHedge fund 220K $4M
Marshall Wace, LLPHedge fund 195K $3.6M
Macquarie Group Ltd 161K $2.9M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
377
Ten largest holders
53.1%
of 13F-reported shares
Index fund managers
46.6%
of 13F-reported shares
Active managers and hedge funds
11.9%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 21 25 7 9 −3.8M −14.4%
Index fund managers 11 0 0 0 +15.3M +21.1%
Other institutions 176 113 50 28 +1.0M +1.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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