Broadstone Net Lease, Inc. (BNL) stock: price, suppliers, customers and institutional ownership
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
BNL is an internally-managed REIT that acquires, owns, and manages primarily single-tenant commercial real estate properties that are net leased on a long-term basis to a diversified group of tenants. The Company utilizes an investment strategy underpinned by strong fundamental credit analysis and prudent real estate underwriting. As of September 30, 2020, BNL's diversified portfolio consisted of 627 properties in 41 U.S. states and one property in Canada across the industrial, healthcare, restaurant, office, and retail property types, with an aggregate gross asset value of approximately $4.0 billion.
the bull case· 3
3.90%
of revenue from the largest disclosed customer Roskam Baking Company
10-Kfiled Feb 19 '26378
managers reporting a position in thirteen F filings
13fJun 30 '26+18.75%
change in shares held by the ten largest reporting managers over the latest quarter
13fJun 30 '26the bear case· 4
7 of 8
recent reports where the move came in under the options implied range
earnings historyimplied vs realized8 of 19
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '260.20%
of VANGUARD REAL ESTATE INDEX FUNDs assets as the largest fund weight on file
n-portApr 30 '2638
managers whose positions together make up four fifths of the reported value
13fJun 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Oct 28 '26 report. Not a forecast, not advice.
tall tick = annual report · 2 on record
BNL (Broadstone Net Lease, Inc.) has 0 disclosed suppliers and 9 disclosed customers, strongest disclosure first.
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.
Of the 6 companies Broadstone Net Lease, Inc. moves with most closely, none share its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 6798, Real Estate Investment Trusts, from each company's own filings. Largest first.
Broadstone Net Lease, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Real Estate Investment Trusts
High 19.22 at 10:30 am ET, low 19.07 at 9:45 am ET.
378 managers report a position worth $3.9B between them, and 38 of them hold 80% of it.