BNL β€” BROADSTONE NET LEASE INC

Ownership history in TRITONPOINT WEALTH, LLC  Β·  9 quarters on record

AI Ownership Summary

TRITONPOINT WEALTH, LLC reported BROADSTONE NET LEASE INC (BNL) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.94% in 2024 Q1. The latest visible filing shows BNL at 1.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BNL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TRITONPOINT WEALTH, LLC's position in BROADSTONE NET LEASE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BNL was reported at 1.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.94% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How TRITONPOINT WEALTH, LLC held BNL β€” position size vs. price
% of Fund (quarterly)    BNL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 735,626 -104,865 -12.5% 1.32% $13.0M 2026-02-14 (Est.) $19.33
2025 Q3 ADDED 840,491 +42,327 +5.3% 1.31% $15.3M 2025-10-15 $17.89
2025 Q2 REDUCED 798,164 -166,897 -17.3% 1.21% $13.0M 2025-07-17 $15.00
2025 Q1 REDUCED 965,061 -50,060 -4.9% 1.59% $16.7M 2025-04-16 $14.92
2024 Q4 REDUCED 1,015,121 -31,149 -3.0% 1.48% $16.4M 2025-01-24 $14.74
2024 Q3 REDUCED 1,046,270 -194,628 -15.7% 1.80% $19.7M 2024-10-28 $16.29
2024 Q2 REDUCED 1,240,898 -370,484 -23.0% 1.93% $20.1M 2024-08-12 $15.11
2024 Q1 REDUCED 1,611,382 -78,029 -4.6% 2.94% $28.1M 2024-04-25 $12.52
2023 Q4 INITIATED 1,689,411 β€” β€” 2.89% $29.6M 2024-01-24 $14.06

🏒 Other funds also holding BNL

As of 2026 Q1 β€” sorted by position size

Pensionfund Sabic 3Y 7Y 0.97% Pensionfund PDN 3Y 7Y 0.95% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 0.04%

FAQ About TRITONPOINT WEALTH, LLC and BNL

These are the practical questions this page is built to answer before you even open the full history table.

How long has TRITONPOINT WEALTH, LLC reported owning BNL?

TRITONPOINT WEALTH, LLC reported BNL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BNL position in TRITONPOINT WEALTH, LLC's portfolio?

The largest reported portfolio weight for BNL was 2.94% in 2024 Q1.

What is the latest reported BNL position on this page?

The most recent filing on this page is 2025 Q4, when TRITONPOINT WEALTH, LLC reported 735,626 shares, equal to 1.32% of portfolio, with an estimated market value of $13.0M.

What does the chart on this BNL ownership page compare?

The chart compares TRITONPOINT WEALTH, LLC's quarterly BNL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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