Cliff Asness's BNL Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 325,254 shares of Broadstone Net Lease, Inc. (BNL) worth $5.94 M, representing 0.00% of the portfolio. First purchased in 2021-Q2, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in BNL, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 133,564 shares. Largest reduction occurred in Q2 2022, reducing 43,185 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Broadstone Net Lease (BNL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Broadstone Net Lease (BNL) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +35,177 | Add 12.13% | 325,254 | $18.27 |
| Q4 2025 | +21,119 | Add 7.85% | 290,077 | $17.37 |
| Q3 2025 | +109,795 | Add 68.98% | 268,958 | $17.87 |
| Q2 2025 | +133,564 | Add 521.75% | 159,163 | $16.05 |
| Q1 2025 | +8,848 | Add 52.82% | 25,599 | $17.04 |
| Q4 2024 | +1,703 | Add 11.32% | 16,751 | $15.86 |
| Q3 2024 | -16,777 | Reduce 52.72% | 15,048 | $18.95 |
| Q2 2024 | -15,993 | Reduce 33.45% | 31,825 | $15.87 |
| Q1 2024 | -13,775 | Reduce 22.36% | 47,818 | $15.67 |
| Q4 2023 | -6,723 | Reduce 9.84% | 61,593 | $17.22 |
| Q3 2023 | +7,729 | Add 12.76% | 68,316 | $14.30 |
| Q2 2023 | +41,061 | Add 210.29% | 60,587 | $15.44 |
| Q1 2023 | -7,687 | Reduce 28.25% | 19,526 | $17.01 |
| Q4 2022 | -9,444 | Reduce 25.76% | 27,213 | $16.21 |
| Q3 2022 | -9,865 | Reduce 21.21% | 36,657 | $15.52 |
| Q2 2022 | -43,185 | Reduce 48.14% | 46,522 | $20.51 |
| Q1 2022 | +17,845 | Add 24.83% | 89,707 | $21.78 |
| Q4 2021 | +3,219 | Add 4.69% | 71,862 | $24.83 |
| Q3 2021 | +47,227 | Add 220.52% | 68,643 | $24.81 |
| Q2 2021 | +21,416 | New Buy | 21,416 | $23.39 |
Cliff Asness's Broadstone Net Lease Investment FAQs
Cliff Asness first purchased Broadstone Net Lease, Inc. (BNL) in Q2 2021, acquiring 21,416 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Broadstone Net Lease, Inc. (BNL) for 20 quarters since Q2 2021.
Cliff Asness's largest addition to Broadstone Net Lease, Inc. (BNL) was in Q2 2025, adding 159,163 shares worth $2.55 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 325,254 shares of Broadstone Net Lease, Inc. (BNL), valued at approximately $5.94 M.
As of the Q1 2026 filing, Broadstone Net Lease, Inc. (BNL) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Broadstone Net Lease, Inc. (BNL) was 325,254 shares, as reported at the end of Q1 2026.