Indivisible Partners 13F: Adds $5.1M to BNL Stake
Key Points
- Indivisible Partners boosted its holdings in Broadstone Net Lease by 273,230 shares, raising its total to 364,085 shares valued at approximately $6.7 million.
- The fund's reported value for this position is about $433.6 million, with Broadstone Net Lease now representing 1.55% of its portfolio.
- As of October 28, 2026, BNL shares traded recently around $17.18, which is 25.6% below the average price target of $23.10 set by analysts.
Since the filing, $BNL is down 0.2% to date (from the $17.22 close on Oct 26, 2026).
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Indivisible Partners increased its stake in Broadstone Net Lease, Inc. (BNL) by 273,230 shares in a filing on October 26, 2026.
BNL
Broadstone Net Lease, Inc.
Indivisible Partners vs. the S&P 500
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What Changed in Indivisible Partners' Broadstone Net Lease Position
Indivisible Partners boosted its position by 300.73%, reflecting a significant increase in its investment. The reported value of this position is approximately $433.6 million, placing it as the 22nd largest holding in the fund's portfolio.
Where Broadstone Net Lease Fits in Indivisible Partners' Portfolio
Broadstone Net Lease now accounts for 1.55% of Indivisible Partners' total reported holdings, ranking 22nd among 745 positions.
Other Institutional Activity in Broadstone Net Lease
Schonfeld Strategic Advisors holds 980,791 shares of Broadstone Net Lease, valued at about $20.3 million, while Verition Fund Management has 952,345 shares worth around $19.7 million. Nuveen, LLC reduced its stake by 1,361,549 shares, now holding 4,586,676 shares valued at approximately $78.8 million.
Broadstone Net Lease, Inc. Stock Down 0.2%
As of October 26, 2026, Broadstone Net Lease shares closed at $17.22. Recently, the stock has traded around $17.18, which is 25.6% below the average price target of $23.10 from analysts. The shares are also trading below both the 50-day and 200-day moving averages, indicating a weaker performance in the short to medium term.
Recent Earnings
Broadstone Net Lease reported trailing-twelve-month revenue of approximately $476.2 million, with a net margin of 30.6%. The next earnings date is scheduled for October 28, 2026.
Dividend
Broadstone Net Lease pays an annual dividend rate of $1.17, which translates to a yield of 6.79%. The company has a dividend payout ratio of 153.3%, indicating that it pays out more in dividends than it earns in profits.
Insider Buying and Selling at Broadstone Net Lease, Inc.
On August 21, 2026, Director Richard P Imperiale bought 10,000 shares valued at $211,600. This transaction occurred before the recent 13F filing and shows insider confidence in the company.
Analysts Set New Price Targets
On July 9, 2026, Keybanc maintained its rating of Overweight on Broadstone Net Lease with a price target of $24.00. BMO Capital also maintained an Outperform rating with a target of $26.00 on July 13, 2026. The consensus among analysts is a Buy rating with a mean target of $23.10.
About Broadstone Net Lease
Broadstone Net Lease, Inc. is a real estate investment trust (REIT) focused on industrial and diversified net lease properties. It primarily invests in single-tenant commercial real estate that is net leased on a long-term basis, currently holding a portfolio of 766 properties across the U.S.
Bottom Line
Investors should monitor Broadstone Net Lease's performance after its next earnings report on October 28, 2026. Indivisible Partners' recent position increase indicates a stronger commitment to the stock, amidst mixed analyst opinions and market performance.
Related Filing Alerts
Source: Indivisible Partners's 13F filing on $BNL (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts