Follow-The-Filings

Security

BNL

Broadstone Net Lease Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

12 owners 1 new 1 exit max 0.0% (Two Sigma Investments, LP)

grid → activity →
owners 12
max % 0.0%
tracked value $585M
qoq N 1 A 3 R 6 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.03 pp 1,283,602 $22M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 27,235,146 $473M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.02 pp 518,462 $9M hist
Norges Bank 2025 Q4 stale 0.0% Exit 0.00 pp 2,387,491 $41M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 793,328 $14M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 325,254 $6M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 311,711 $6M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 202,229 $4M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% New 0.0% 194,855 $4M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce 0.00 pp 163,031 $3M hist
Renaissance Technologies LLC 2026 Q1 0.0% Reduce -0.01 pp 61,900 $1M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 59,075 $1M hist
Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 79,253 $1M hist

12 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $442.89M $431.8M $454.14M
Gross profit — — —
Gross margin — — —
Net income $155.48M $162.44M $96.5M
Net margin * 35.1% 37.6% 21.2%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $5.27B $5.22B $5.72B
Total current liabilities — — —
Total non-current liabilities — — —
Total equity $3.05B $3B $2.9B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $271.07M $276.25M $299.5M
Cash from investing $24.34M -$59.7M -$675.27M
Cash from financing -$334.82M -$221.19M $393.43M
Net change in cash * -$39.41M -$4.64M $17.65M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders