Revenue by quarter
US$ · last 8| Quarter | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $122.3M | $39.8M | 0.21 |
| Q1 FY2026 | $121.4M | $46.4M | 0.24 |
| Q4 FY2025 | $118.3M | $33.1M | 0.17 |
| Q3 FY2025 | $114.2M | $26.5M | 0.14 |
Newest filings
All 282| Form | Filed | Accepted (ET) | |
|---|---|---|---|
| 8-K | 5 Oct 2026 | 5 Oct, 4:13 PM | |
| 8-K | 25 Aug 2026 | ||
| 8-K | 10 Aug 2026 | ||
| 10-Q/A | 29 Jul 2026 | ||
| 8-K | 29 Jul 2026 | ||
| 10-Q | 29 Jul 2026 | ||
| 8-K | 29 Jul 2026 | ||
| 8-K | 8 Jul 2026 |
Description
- Ticker
- BNL-US
- Exchange
- NYSE
- Index
- S&P SmallCap 600
- Industry
- Real Estate Investment Trusts
- SIC division
- Finance, insurance and real estate
- CIK
- 0001424182
- LEI
- 549300U8D7PT70B49V21
- FIGI
- BBG000PWD2R3
- Share class FIGI
- BBG001T61WG3
- Fiscal year ends
- Dec
- Filings held
- 282 since 2008
- 8-K events
- 171
- Shares short
- 21.3M, 30 Sep 2026
Financial statements
The income statement, balance sheet and cash flow by year and by quarter, line by line as the company reports them. Each column names the filing it comes from.
| Fiscal period | FY2015 | FY2016 | FY2017 | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Period ending | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
| Source filing | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K |
| Filed | 15 Mar 2018 | 14 Mar 2019 | 27 Feb 2020 | 25 Feb 2021 | 23 Feb 2022 | 23 Feb 2023 | 22 Feb 2024 | 20 Feb 2025 | 19 Feb 2026 | 19 Feb 2026 | 19 Feb 2026 |
| +Lease revenues, net | 98M | 143M | 182M | 238M | 299M | 322M | 383M | 408M | 443M | 432M | 454M |
| +Depreciation and amortization | 29M | 46M | 62M | 84M | 109M | 133M | 132M | 155M | 159M | 156M | 164M |
| +Property and operating expense | 3.4M | 3.9M | 6.5M | 11M | 16M | 18M | 19M | 22M | 23M | 25M | 23M |
| +General and administrative | 3.1M | 2.8M | 4.9M | 6.2M | 5.5M | 28M | 36M | 37M | 39M | 38M | 39M |
| +Provision for impairment of investment in rental properties | 0M | 0M | 2.6M | 2.1M | 3.5M | 19M | 28M | 5.5M | 31M | 49M | 40M |
| −Total operating expenses | 56M | 79M | 96Mr | 128Mr | 164M | 201M | 215M | 220M | 252M | 268M | 266M |
| +Interest income | 0M | 0.1M | 0.5M | 0.2M | 0M | 0M | 0M | 0M | 0.5M | 1M | 0.4M |
| −Interest expense | 23M | 30M | 35M | 53M | 73M | 76M | 64M | 79M | 80M | 74M | 95M |
| Cost of debt extinguishment | 1.2M | -0.1M | -5.2M | -0.1M | -1.2M | -0.4M | -0.4M | -0.3M | – | – | – |
| +Gain on sale of real estate | -0.7M | 5.9M | 13M | 11M | 30M | 15M | 14M | 16M | 54M | 73M | 13M |
| −Income taxes | – | – | 0.6M | 0.9M | 2.4M | 0.9M | 1.6M | 1.3M | 0.8M | 1.2M | 1.2M |
| Internalization expenses | – | – | – | – | 3.7M | 3.7M | 0M | 0M | – | – | – |
| Other gains | 0.3M | 0M | 0.4M | -0.1M | -0M | – | – | – | – | – | – |
| Change in fair value of earnout liability | – | – | – | – | – | -1.8M | 5.5M | 0M | 0M | – | – |
| +Other income | – | – | – | -0.1M | -0M | -0M | -0.4Mr | 5.4Mr | -1.7M | 6.2M | -6.4M |
| Net income | 21M | 40M | 60M | 75M | 85M | 56M | 110M | 130M | 163M | 169M | 99M |
| % of lease revenues, net | 21.3% | 28.2% | 32.8% | 31.6% | 28.5% | 17.5% | 28.6% | 31.8% | 36.9% | 39.1% | 21.9% |
| −Net income attributable to non-controlling interests | 1.6M | 3.9M | 4.8M | 5.7M | 5.7M | 5.1M | 7.1M | 7.4M | 7.8M | 6.5M | 2.9M |
| Net income attributable to Broadstone Net Lease, Inc. | 19M | 36M | 55M | 69M | 79M | 51M | 102M | 122M | 156M | 162M | 97M |
| % of lease revenues, net | 19.7% | 25.4% | 30.2% | 29.2% | 26.6% | 15.9% | 26.8% | 30.0% | 35.1% | 37.6% | 21.2% |
| Basic | 36Ms | 53Ms | 68Ms | 81Mr | 96Mr | 117M | 153M | 170M | 187M | 188M | 188M |
| Diluted | 39Ms | 58Ms | 74Ms | 88Mr | 103Mr | 129M | 164M | 180M | 196M | 197M | 198M |
| Basic and diluted | 0.54s | 0.69s | 0.80s | 0.86 | 0.83 | 0.44 | 0.67 | – | – | – | – |
| Basic | – | – | – | – | – | 0.44 | 0.67 | 0.72 | 0.83 | 0.86 | 0.51 |
| Diluted | – | – | – | – | – | 0.44 | 0.67 | 0.72 | 0.83 | 0.86 | 0.50 |
| +Change in fair value of interest rate swaps | -3.4M | 14M | 4.2M | 11M | -37M | -51M | 39M | 91M | -17M | 0.1M | -36M |
| Realized gain on interest rate swaps | 0M | 0M | 0.9M | 0.1M | 0.2M | – | – | – | – | – | – |
| −Realized loss on interest rate swaps | – | – | – | 0.1M | 0.2M | 0.2M | -0.7M | -2.5M | -1.9M | -0.2M | -6.1M |
| Comprehensive income | 18M | 54M | 63M | 86M | 48M | 5.6M | 150M | 223M | 148M | 169M | 69M |
| −Comprehensive income attributable to non-controlling interests | 1.3M | 5.3M | 5M | 6.5M | 3M | 0.6M | 9.8M | 13M | 7.1M | 6.6M | 1.6M |
| Comprehensive income attributable to Broadstone Net Lease, Inc. | 16M | 49M | 58M | 79M | 45M | 5M | 140M | 210M | 141M | 163M | 68M |
Hover a figure for its source.r restated in a later filings adjusted for a stock split– not reported in that period
Lines in the order and wording of the 10-K filed 19 Feb 2026. 239 of 240 subtotals add up to the company's own totals, and the balance sheet balances in 47 of 47 periods. Newest filing read: 29 Jul 2026.
Free for personal research, with credit (Data by Shikshan Nivesh) and a link. API access, bulk files and commercial use need a licence: the data licence.
Charts
Any figure or ratio in the record, by year, by quarter or on a trailing twelve months, as a value or as growth, against a peer if you like. Hover for the figures.
Revenue · quarterly · US$
Latest Jun 2026: $122.31M
Revenue = rev
Method. Each month-end, the trailing-twelve-month diluted EPS known that month (from filings filed by then) at the 10th, 50th and 90th percentile of this stock's own month-end P/E from 2020-09 to 2026-10. Months with the figure at or below zero are left out. A summary of the multiples the stock has traded at, not a value.
Ratios
Every ratio, worked out the same way for every company, by year or on a trailing twelve months. Hover a ratio for its formula.
| Fiscal year ending | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Return on common equity | – | – | 5.2% | 5.3% | 5.1% | 2.6% | 4.2% | 4.3% | 5.1% | 5.4% | 3.3% |
| Return on assets | – | – | 2.4% | 2.4% | 2.3% | 1.3% | 2.3% | 2.4% | 2.9% | 3.1% | 1.8% |
| Return on capital | – | – | 3.2% | 3.3% | 3.3% | 2.7% | 3.9% | 3.9% | 3.6% | 3.2% | 3.5% |
| Return on invested capital | – | – | 3.3% | 3.3% | 3.3% | 2.8% | 4.0% | 3.9% | 3.6% | 3.2% | 3.5% |
| Operating margin | 43.2% | 44.5% | 46.8% | 46.1% | 45.2% | 37.5% | 43.8% | 46.1% | 43.1% | 38.0% | 41.5% |
| Incremental operating margin | – | 47.5% | 54.9% | 43.9% | 41.7% | −62.7% | 76.9% | 82.3% | 8.4% | 244.4% | 110.0% |
| Profit margin | 19.7% | 25.4% | 30.2% | 29.2% | 26.6% | 15.9% | 26.8% | 30.0% | 35.1% | 37.6% | 21.2% |
| Net income to common margin | 19.7% | 25.4% | 30.2% | 29.2% | 26.6% | 15.9% | 26.8% | 30.0% | 35.1% | 37.6% | 21.2% |
| Dividend payout ratio | 123.4% | 98.3% | 81.3% | 74.7% | 78.0% | 139.8% | 150.8% | 148.4% | 133.5% | 133.4% | 226.7% |
| Sustainable growth rate | – | – | 1.0% | 1.3% | 1.1% | −1.0% | −2.1% | −2.1% | −1.7% | −1.8% | −4.1% |
What the company said with its results
The key points, guidance and management's own words from each of the last four results releases.
Key points
Net income growth surged 110 percent
Generated $40.3 million net income or $0.21 per diluted share, representing 110% increase from Q2 2025 of $19.8 million or $0.10 per share, demonstrating operating leverage
AFFO grew 2.6 percent year-over-year
Generated AFFO of $78.2 million or $0.39 per diluted share, up 2.6% from Q2 2025 of $74.3 million or $0.38 per share
Same-store rental revenue up 2.2 percent
Achieved same-store rental revenue growth of 2.2% driven by strong contractual rent increases and successful leasing activity in prior periods
Base rent collection nearly perfect at 99.9
Collected 99.9% of base rents due for the quarter across all properties under lease, demonstrating high portfolio tenant credit quality
Portfolio comprised 766 net leased properties
Portfolio of 766 individual net leased commercial properties with 759 in 44 U.S. states and 7 in 4 Canadian provinces totaling 41.7 million rentable square feet
Rent growth at 2.1 percent annually
ABR weighted average annual rent increase of 2.1% across portfolio and weighted average lease term of 9.3 years providing visible rent growth and inflation protection
Perfect lease coverage by rentable space
Properties subject to lease represent 100% of portfolio's rentable square footage, indicating fully leased operating portfolio with no dark space
Diversified across 206 commercial tenants
Portfolio occupied by 206 different commercial tenants with no single tenant exceeding 3.8% of annualized base rent, reducing concentration risk
Fortune 20 company Colorado deal landmark
Announced $303 million development for Fortune 20 investment-grade company featuring 100 megawatt powered shell facility with 15-year lease and 3% annual rent increases
Deal yields 8.5 to 11.6 percent
Fortune 20 Colorado facility expected to generate year-one cash yield of 8.5%, year-two cash yield of 9.7%, and straight-line yield of 11.6%
Rent commencement March 2027 expected
Substantial completion and rent commencement for Colorado facility anticipated by March 2027, at which point Fortune 20 tenant becomes company's largest tenant
Campus design allows second building
Joint venture owns and controls full campus land with right of first refusal on second 100 megawatt powered shell building, providing meaningful future development optionality
Q2 investments totaled 91.5 million
Invested $91.5 million in Q2 comprising $77.3 million in build-to-suit developments, $13.5 million in transitional capital, and $0.7 million in revenue generating capital
Two BTS starts with 6.7 percent cap
Started two build-to-suit developments totaling $70.8 million with weighted average initial cap rate of 6.7% and straight-line yield of 8.1% with rent commencement October-November 2027
Guidance
- AFFO per diluted share$1.55 to $1.57full-year 2026 · raised from $1.53 to $1.57
- Real estate investments$600 to $800 millionfull-year 2026 · raised from $500 to $625 million
- Real estate dispositions$100 to $150 millionfull-year 2026 · raised from $75 to $100 million
- Core general and administrative expenses$30 to $31 millionfull-year 2026 · kept from $30 to $31 million
In their words
“With 2.1% in-place rent increases across the portfolio, a committed build-to-suit pipeline of $645 million, and sound balance sheet management, we have the visibility and confidence to raise the midpoint of our full-year AFFO per share guidance range to $1.56.” John Moragne, Chief Executive Officer
Coming up
Fortune 20 facility rent commencement March 2027. Substantial completion and rent commencement for Colorado facility expected by March 2027, at which point Fortune 20 tenant becomes company's largest tenant
Future optionality for second powered shell. Site designed to accommodate second 100 megawatt powered shell building with tenant holding right of first refusal, providing meaningful future development optionality
BTS investments through Q4 2026. Approximately $149.3 million in remaining estimated investments for build-to-suit developments to be funded through Q4 2026
Earnings call on July 30 2026. Company will host earnings conference call on Thursday July 30, 2026 at 11:00 a.m. Eastern Time with webcast and phone access
Revenue by segment
As the company reports it in the segment note of each annual report: by business, by product and by region, latest year.
This company reports no segment split in its annual report.
Company events
Every 8-K, sorted by the event it reports, with the moment the SEC accepted it in New York time.
| 5 Oct 2026 | 5 Oct, 4:13 PM ET | 8-K | Investor update | 7.01, 9.01 | |
| 25 Aug 2026 | 8-K | Investor update | 7.01, 9.01 | ||
| 10 Aug 2026 | 8-K | Other events | 8.01, 9.01 | ||
| 29 Jul 2026 | 8-K | New debt | 2.03, 9.01 | ||
| 29 Jul 2026 | 8-K | Results | 2.02, 9.01 | ||
| 8 Jul 2026 | 8-K | Investor update | 7.01, 9.01 | ||
| 2 Jul 2026 | 8-K | Investor update | 7.01, 9.01 | ||
| 11 Jun 2026 | 8-K | Investor update | 7.01, 9.01 | ||
| 1 May 2026 | 8-K | Shareholder vote | 5.07, 9.01 | ||
| 29 Apr 2026 | 8-K | Results | 2.02, 9.01 | ||
| 1 Apr 2026 | 8-K | Investor update | 7.01, 9.01 | ||
| 25 Feb 2026 | 8-K | Investor update | 7.01, 9.01 | ||
| 18 Feb 2026 | 8-K | Results | 2.02, 9.01 | ||
| 12 Jan 2026 | 8-K | Investor update | 7.01, 9.01 | ||
| 1 Dec 2025 | 8-K | Investor update | 7.01, 9.01 | ||
| 1 Dec 2025 | 8-K | Investor update | 7.01, 9.01 | ||
| 4 Nov 2025 | 8-K | Investor update | 7.01, 9.01 | ||
| 29 Oct 2025 | 8-K | Results | 2.02, 9.01 | ||
| 6 Oct 2025 | 8-K | Investor update | 7.01, 9.01 | ||
| 26 Sep 2025 | 8-K | Material agreementNew debtOther events | 1.01, 2.03, 8.01, 9.01 | ||
| 30 Jul 2025 | 8-K | Results | 2.02, 9.01 | ||
| 24 Jul 2025 | 8-K | Investor update | 7.01, 9.01 | ||
| 2 Jul 2025 | 8-K | Investor update | 7.01, 9.01 | ||
| 2 Jun 2025 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | ||
| 2 May 2025 | 8-K | Shareholder vote | 5.07, 9.01 | ||
| 30 Apr 2025 | 8-K | Results | 2.02, 9.01 | ||
| 25 Apr 2025 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | ||
| 2 Apr 2025 | 8-K | Investor update | 7.01, 9.01 | ||
| 3 Mar 2025 | 8-K | Material agreementNew debtInvestor update | 1.01, 2.03, 7.01, 9.01 | ||
| 19 Feb 2025 | 8-K | Results | 2.02, 9.01 | ||
| 18 Feb 2025 | 8-K | Leadership changeInvestor update | 5.02, 7.01, 9.01 | ||
| 6 Jan 2025 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | ||
| 18 Nov 2024 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | ||
| 30 Oct 2024 | 8-K | Results | 2.02, 9.01 | ||
| 2 Oct 2024 | 8-K | Investor update | 7.01, 9.01 | ||
| 9 Sep 2024 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | ||
| 13 Aug 2024 | 8-K | Leadership change | 5.02 | ||
| 30 Jul 2024 | 8-K | Results | 2.02, 9.01 | ||
| 2 Jul 2024 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | ||
| 3 Jun 2024 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | ||
| 6 May 2024 | 8-K | Shareholder vote | 5.07, 9.01 | ||
| 1 May 2024 | 8-K | Results | 2.02, 9.01 | ||
| 5 Apr 2024 | 8-K | Investor update | 7.01, 9.01 | ||
| 3 Apr 2024 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | ||
| 6 Mar 2024 | 8-K/A | Leadership change | 5.02 | ||
| 1 Mar 2024 | 8-K | Leadership change | 5.02 | ||
| 21 Feb 2024 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | ||
| 17 Jan 2024 | 8-K | Investor update | 7.01, 9.01 | ||
| 1 Nov 2023 | 8-K | Results | 2.02, 9.01 | ||
| 11 Oct 2023 | 8-K | Investor update | 7.01, 9.01 |
Every filing
The company's filings with the SEC, newest first: 282 held. Insider, fund and large-holder filings have their own tables below.
| 5 Oct 2026 | 8-K | 5 Oct 2026 | 5 Oct, 4:13 PM ET | |
| 25 Aug 2026 | 8-K | 25 Aug 2026 | ||
| 10 Aug 2026 | 8-K | 6 Aug 2026 | ||
| 29 Jul 2026 | 10-Q/A | 30 Jun 2026 | ||
| 29 Jul 2026 | 8-K | 28 Jul 2026 | ||
| 29 Jul 2026 | 10-Q | 30 Jun 2026 | ||
| 29 Jul 2026 | 8-K | 29 Jul 2026 | ||
| 8 Jul 2026 | 8-K | 8 Jul 2026 | ||
| 2 Jul 2026 | 8-K | 2 Jul 2026 | ||
| 11 Jun 2026 | 8-K | 11 Jun 2026 | ||
| 1 May 2026 | 8-K | 30 Apr 2026 | ||
| 30 Apr 2026 | 10-Q | 31 Mar 2026 | ||
| 29 Apr 2026 | 8-K | 29 Apr 2026 | ||
| 1 Apr 2026 | 8-K | 1 Apr 2026 | ||
| 20 Mar 2026 | ARS | 31 Dec 2025 | ||
| 20 Mar 2026 | DEFA14A | – | ||
| 20 Mar 2026 | DEF 14A | 20 Mar 2026 | ||
| 25 Feb 2026 | 8-K | 25 Feb 2026 | ||
| 19 Feb 2026 | 10-K | 31 Dec 2025 | ||
| 18 Feb 2026 | 8-K | 18 Feb 2026 | ||
| 12 Jan 2026 | 8-K | 12 Jan 2026 | ||
| 1 Dec 2025 | 8-K | 1 Dec 2025 | ||
| 1 Dec 2025 | 8-K | 1 Dec 2025 | ||
| 4 Nov 2025 | 8-K | 4 Nov 2025 | ||
| 29 Oct 2025 | 10-Q | 30 Sep 2025 | ||
| 29 Oct 2025 | 8-K | 29 Oct 2025 | ||
| 6 Oct 2025 | 8-K | 6 Oct 2025 | ||
| 26 Sep 2025 | 8-K | 23 Sep 2025 | ||
| 31 Jul 2025 | 10-Q | 30 Jun 2025 | ||
| 30 Jul 2025 | 8-K | 30 Jul 2025 | ||
| 24 Jul 2025 | 8-K | 24 Jul 2025 | ||
| 2 Jul 2025 | 8-K | 2 Jul 2025 | ||
| 2 Jun 2025 | 8-K | 2 Jun 2025 | ||
| 2 May 2025 | 8-K | 1 May 2025 | ||
| 1 May 2025 | 10-Q | 31 Mar 2025 | ||
| 30 Apr 2025 | 8-K | 30 Apr 2025 | ||
| 25 Apr 2025 | 8-K | 24 Apr 2025 | ||
| 2 Apr 2025 | 8-K | 2 Apr 2025 | ||
| 21 Mar 2025 | DEF 14A | 20 Mar 2025 | ||
| 21 Mar 2025 | ARS | 31 Dec 2024 | ||
| 21 Mar 2025 | DEFA14A | – | ||
| 3 Mar 2025 | 8-K | 3 Mar 2025 | ||
| 20 Feb 2025 | 10-K | 31 Dec 2024 | ||
| 19 Feb 2025 | 8-K | 19 Feb 2025 | ||
| 18 Feb 2025 | 8-K | 13 Feb 2025 | ||
| 6 Jan 2025 | 8-K | 6 Jan 2025 | ||
| 18 Nov 2024 | 8-K | 18 Nov 2024 | ||
| 31 Oct 2024 | 10-Q | 30 Sep 2024 | ||
| 30 Oct 2024 | 8-K | 30 Oct 2024 | ||
| 2 Oct 2024 | 8-K | 2 Oct 2024 |
Insider trades
Form 4 trades by officers, directors and 10% owners, last 12 months, with the shares they held after.
| 1 Oct 2026 | Saffire JosephDirector | Took pay in stock | 912 | – | – | – | 2 Oct 2026 |
| 1 Oct 2026 | Jacobstein David MDirector | Took pay in stock | 202 | – | – | – | 2 Oct 2026 |
| 1 Oct 2026 | Duran JessicaDirector | Took pay in stock | 1,148 | – | – | – | 2 Oct 2026 |
| 1 Oct 2026 | Watters James HDirector | Took pay in stock | 1,013 | – | – | – | 2 Oct 2026 |
| 1 Oct 2026 | Imperiale Richard PDirector | Took pay in stock | 523 | – | – | – | 2 Oct 2026 |
| 1 Oct 2026 | Coke Michael ADirector | Took pay in stock | 1,081 | – | – | – | 2 Oct 2026 |
| 1 Oct 2026 | Hawkes Laurie A.Director | Took pay in stock | 1,858 | – | – | – | 2 Oct 2026 |
| 1 Oct 2026 | Felice Laura L.Director | Took pay in stock | 1,148 | – | – | – | 2 Oct 2026 |
| 21 Aug 2026 | Imperiale Richard PDirector | Purchase | 5,000 | $21.10 | $105.5K | 31,250 | 24 Aug 2026 |
| 20 Aug 2026 | Imperiale Richard PDirector | Purchase | 5,000 | $21.22 | $106.1K | 26,250 | 24 Aug 2026 |
| 15 Jul 2025 | Fennell KevinEVP, CFO & Treasurer | Purchase | 859 | $15.92 | $13.7K | 179,288 | 4 Mar 2026 |
Planned insider sales
Form 144 notices, filed when the sell order goes to the broker.
No planned sales in the last 12 months.
Large holders
Schedule 13D and 13G filings by holders of more than 5% of the voting shares.
| 7 Aug 2026 | STATE STREET CORPORATION | 13G | 5.6% | 10.8M |
| 6 May 2026 | Vanguard Portfolio Management | 13G amended | 10.26% | 19.7M |
| 6 May 2026 | BlackRock, Inc. | 13G amended | 16.7% | 32.0M |
| 29 Apr 2026 | Vanguard Portfolio Management | 13G | 9.49% | 18.2M |
| 29 Apr 2026 | Vanguard Capital Management | 13G | 5.27% | 10.1M |
| 26 Mar 2026 | The Vanguard Group | 13G amended | 0% | 0 |
Trades by members of the House
From each member's periodic transaction report: the amount is the band the report gives.
No House trades in this company.
Short interest
Shares sold short and not yet bought back, on every FINRA settlement date.
| 30 Sep 2026 | 21.3M | +5.85% | 9.81 |
| 15 Sep 2026 | 20.1M | +3.62% | 11.56 |
| 31 Aug 2026 | 19.4M | -3.07% | 10.32 |
| 14 Aug 2026 | 20.1M | +73.3% | 7.28 |
| 31 Jul 2026 | 11.6M | -6.63% | 6.94 |
| 15 Jul 2026 | 12.4M | -3.98% | 5.5 |
| 30 Jun 2026 | 12.9M | +29.23% | 5.71 |
| 15 Jun 2026 | 10.0M | +6.67% | 6.11 |
| 29 May 2026 | 9.4M | +0.58% | 5.83 |
| 15 May 2026 | 9.3M | +2.57% | 5.33 |
Funds that hold it
Every fund's holding from its latest Form 13F, largest first, with what it added or trimmed in the quarter.
Funds holding
416
quarter to 30 Jun 2026
Added or new
202
since 31 Mar 2026
Trimmed
100
in the quarter
Largest holder
BlackRock, Inc.
$712.3M
| BlackRock, Inc. | $712.3M | 34.5M | +9.1M | Added | 0.01% | Filing ↗ |
| Vanguard Portfolio Management LLC | $414.4M | 20.0M | +1.9M | Added | 0.02% | Filing ↗ |
| State Street Corp. | $226.7M | 10.8M | +2.9M | Added | 0.01% | Filing ↗ |
| Vanguard Capital Management LLC | $178.2M | 8.6M | +94.7K | Added | 0.00% | Filing ↗ |
| Geode Capital Management, LLC | $116.4M | 5.6M | +352.4K | Added | 0.01% | Filing ↗ |
| Nuveen, LLC | $94.8M | 4.6M | -1.4M | Trimmed | 0.02% | Filing ↗ |
| Invesco Ltd. | $89.0M | 4.3M | -239.0K | Trimmed | 0.01% | Filing ↗ |
| AllianceBernstein L.P. | $81.0M | 4.4M | -28.2K | Trimmed | 0.03% | Filing ↗ |
| Charles Schwab Investment Management Inc. | $77.0M | 3.7M | +244.8K | Added | 0.01% | Filing ↗ |
| Aew Capital Management L P | $67.4M | 3.3M | +242.4K | Added | 4.03% | Filing ↗ |
| Fuller & Thaler Asset Management, Inc. | $61.0M | 3.0M | -107.0K | Trimmed | 0.17% | Filing ↗ |
| Dimensional Fund Advisors LP | $58.5M | 2.8M | +134.6K | Added | 0.01% | Filing ↗ |
| JPMorgan Chase & Co. | $58.3M | 2.7M | +644.1K | Added | 0.00% | Filing ↗ |
| Northern Trust Corp. | $53.2M | 2.6M | +381.6K | Added | 0.01% | Filing ↗ |
| Centersquare Investment Management LLC | $51.0M | 2.5M | -171.0K | Trimmed | 0.43% | Filing ↗ |
| GRS Advisors, LLC | $50.0M | 2.4M | -243.0K | Trimmed | 4.22% | Filing ↗ |
| Norges Bank | $46.6M | 2.3M | – | Held | 0.01% | Filing ↗ |
| Victory Capital Management Inc. | $43.1M | 2.1M | +26.2K | Added | 0.02% | Filing ↗ |
| LSV Asset Management | $42.8M | 2.1M | -36.3K | Trimmed | 0.08% | Filing ↗ |
| Alyeska Investment Group, L.P. | $42.4M | 2.1M | +148.5K | Added | 0.11% | Filing ↗ |
| Two Sigma Investments, LP | $40.4M | 2.0M | -367.0K | Trimmed | 0.03% | Filing ↗ |
| Bank of New York Mellon Corp | $39.7M | 1.9M | +560.2K | Added | 0.01% | Filing ↗ |
| Wellington Management Group LLP | $35.7M | 1.7M | +1.7M | New | 0.01% | Filing ↗ |
| New England Private Wealth Advisors LLC | $35.7M | 1.6M | +9.3K | Added | 3.44% | Filing ↗ |
| Bank of America Corp. | $33.0M | 1.6M | -636.4K | Trimmed | 0.00% | Filing ↗ |
| Morgan Stanley | $32.5M | 1.6M | +382.4K | Added | 0.00% | Filing ↗ |
| Boston Partners | $29.2M | 1.4M | -407.2K | Trimmed | 0.03% | Filing ↗ |
| Goldman Sachs Group Inc. | $28.7M | 1.4M | -677.8K | Trimmed | 0.00% | Filing ↗ |
| Systematic Financial Management LP | $28.7M | 1.4M | -56.9K | Trimmed | 0.57% | Filing ↗ |
| Ameriprise Financial Inc. | $27.6M | 1.3M | +448.6K | Added | 0.01% | Filing ↗ |
| Principal Financial Group Inc. | $26.9M | 1.3M | +690.2K | Added | 0.01% | Filing ↗ |
| Vanguard Fiduciary Trust Co. | $26.3M | 1.3M | +40.7K | Added | 0.01% | Filing ↗ |
| 1832 Asset Management L.P. | $25.6M | 1.2M | -26.8K | Trimmed | 0.03% | Filing ↗ |
| Legal & General Group Plc | $24.5M | 1.2M | +241.2K | Added | 0.01% | Filing ↗ |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | $23.4M | 1.1M | -11.6K | Trimmed | 0.00% | Filing ↗ |
| Jupiter Topco LLC | $23.2M | 1.1M | – | first | 0.01% | Filing ↗ |
| Amundi | $22.6M | 1.1M | +1.0M | Added | 0.01% | Filing ↗ |
| Qube Research & Technologies Ltd | $20.1M | 973.6K | -1.4M | Trimmed | 0.02% | Filing ↗ |
| Captrust Financial Advisors | $19.6M | 950.6K | -2.4K | Trimmed | 0.03% | Filing ↗ |
| Apollon Wealth Management, LLC | $19.5M | 942.0K | -16.8K | Trimmed | 0.24% | Filing ↗ |
| American Century Companies Inc. | $19.0M | 920.8K | -420.4K | Trimmed | 0.01% | Filing ↗ |
| Allianz Asset Management GmbH | $17.5M | 847.9K | -395.3K | Trimmed | 0.02% | Filing ↗ |
| Columbus Macro, LLC | $16.5M | 796.9K | -36.2K | Trimmed | 1.60% | Filing ↗ |
| Envestnet Asset Management Inc. | $16.5M | 796.1K | -33.8K | Trimmed | 0.00% | Filing ↗ |
| Cetera Investment Advisers | $15.7M | 760.2K | -35.3K | Trimmed | 0.01% | Filing ↗ |
| Russell Investments Group, Ltd. | $15.1M | 731.2K | -74.9K | Trimmed | 0.01% | Filing ↗ |
| Sei Investments Co. | $14.7M | 709.8K | -38.4K | Trimmed | 0.01% | Filing ↗ |
| TritonPoint Partners, LLC | $14.2M | 675.6K | +550.0K | Added | 1.18% | Filing ↗ |
| Public Sector Pension Investment Board | $13.6M | 658.8K | +658.8K | New | 0.04% | Filing ↗ |
| Allspring Global Investments Holdings, LLC | $13.2M | 634.9K | +590.3K | Added | 0.02% | Filing ↗ |
Executive pay and performance
What the chief executive and the other named officers were paid, as reported and as actually paid, next to the shareholder return and net income, from each proxy's pay-versus-performance table.
| Fiscal year | CEO pay, as reported | CEO pay, actually paid | Other officers, as reported (average) | Other officers, actually paid (average) | Shareholder return, $100 | Peer return, $100 | Net income | Adjusted Funds From Operations (AFFO) Per Share | Proxy |
|---|---|---|---|---|---|---|---|---|---|
| FY ending 31 Dec 2025 | $6.1M | $9.8M | $2.1M | $3.2M | $121 | $138 | $99.4Mn | 1 | DEF 14A 20 Mar 2026 |
| FY ending 31 Dec 2024 | $6.6M | $7.5M | $2.7M | $2.7M | $103 | $134 | $169.0Mn | 1 | DEF 14A 20 Mar 2026 |
| FY ending 31 Dec 2023 | $0.9MChristopher J. Czarnecki$4.2MJohn D. Moragne | $1.1M$4.3M | $1.9M | $1.9M | $105 | $123 | $163.3Mn | 1 | DEF 14A 20 Mar 2026 |
| FY ending 31 Dec 2022 | $4.5M | $2.1M | $1.5M | $1.0M | $92 | $108 | $129.5Mn | 1 | DEF 14A 20 Mar 2026 |
| FY ending 31 Dec 2021 | $4.4M | $6.0M | $1.5M | $1.6M | $133 | $143 | $109.5Mn | 1 | DEF 14A 20 Mar 2026 |
| FY ending 31 Dec 2020 | $3.3M | $3.3M | $1.7M | $1.6M | $123 | $108 | $56.3Mn | 1 | DEF 14A 21 Mar 2025 |
Each year from the newest proxy that reports it. Pay actually paid follows the SEC's definition and can be below zero when share awards fall in value. n the proxy's net income differs from the 10-K or was tagged without its scale: hover for which.
Shareholder votes
The vote count on every proposal at each meeting, from the company's 8-K.
| Proposal | For | Against or withheld | Abstain | Broker non-votes | For, % of for and against | Result |
|---|---|---|---|---|---|---|
| Proposal 1: Election of Directors The officer holding the proxies solicited in connection with the Annual Meeting voted the shares as designated on the proxy, or if no such designation was made, in favor of the election of the nominees. | ||||||
| Laurie A. Hawkes | 147,520,874 | 2,084,471 | 158,381 | 16,804,837 | 98.6% | – |
| John D. Moragne | 148,382,676 | 928,685 | 452,365 | 16,804,837 | 99.4% | – |
| Michael A. Coke | 147,456,473 | 1,808,972 | 498,281 | 16,804,837 | 98.8% | – |
| Jessica Duran | 146,201,338 | 3,066,090 | 496,298 | 16,804,837 | 97.9% | – |
| Laura Felice | 145,924,049 | 3,340,997 | 498,680 | 16,804,837 | 97.8% | – |
| Richard Imperiale | 146,658,470 | 2,606,974 | 498,282 | 16,804,837 | 98.3% | – |
| David M. Jacobstein | 144,869,391 | 4,480,973 | 413,362 | 16,804,837 | 97.0% | – |
| Joseph Saffire | 148,216,528 | 1,048,103 | 499,095 | 16,804,837 | 99.3% | – |
| James H. Watters | 144,605,203 | 4,724,179 | 434,344 | 16,804,837 | 96.8% | – |
| Proposal 2: Say on Pay At the Annual Meeting, the Company’s stockholders approved, on a non-binding advisory basis, the compensation paid to the Company’s named executive officers. | ||||||
| All shares voting | 144,609,797 | 4,657,397 | 496,532 | 16,804,837 | 96.9% | – |
| Proposal 3: Ratification of the Appointment of Deloitte & Touche LLP as the Company’s Independent Registered Public Accounting Firm for the Fiscal Year Ending December 31, 2026 At the Annual Meeting, the Company’s stockholders ratified the appointment of Deloitte & Touche LLP as the Company’s indepe | ||||||
| All shares voting | 159,836,447 | 5,845,490 | 886,626 | – | 96.5% | – |
Counts as the company reports them in its 8-K. A result shows when the filing states one. Meetings since 2023.
Dividends and buybacks
Dividend per share, the cash paid and the shares bought back, each fiscal year.
| FY2025 | $1.16 | $218.8M | – |
| FY2024 | $1.16 | $216.8M | – |
| FY2023 | $1.12 | $207.5M | – |
| FY2022 | – | $181.2M | – |
| FY2021 | – | $154.5M | – |
| FY2020 | – | $71.5M | – |
| FY2019 | – | $62.0M | $34.6M |
| FY2018 | – | $51.8M | $10.2M |
| FY2017 | – | $44.5M | $9.4M |
| FY2016 | – | $35.7M | $8.2M |
Peers
Companies in the same industry, largest first, on the same measures.
| Company | Market value | Revenue, 12 months | Revenue growth | Operating margin | Net margin | ROE | P/E | EV/EBITDA |
|---|---|---|---|---|---|---|---|---|
| Broadstone Net Lease, Inc.this company | $3.3B | $476.2M | 7.7% | 46.6% | 30.6% | 5.1% | 22.9× | 15.3× |
| Welltower Inc. | $170.6B | $12.8B | 37.6% | -2.4% | 12.1% | 3.3% | 108.8× | 86.5× |
| Prologis, Inc. | $117.9B | $9.2B | 7.3% | 54.7% | 45.8% | 7.8% | 28.1× | 19.6× |
| Equinix Inc. | $94.2B | $9.8B | 9.6% | 21.8% | 15.6% | 10.7% | 61.5× | 26.3× |
| American Tower Corp. | $88.0B | $10.9B | 6.6% | 44.8% | 31.1% | 91.4% | 26.0× | 17.7× |
| Simon Property Group Inc. | $68.6B | $6.9B | 15.0% | 47.4% | 66.5% | 104.1% | 14.9× | 19.4× |
| Digital Realty Trust, Inc. | $63.8B | $6.8B | 17.4% | 14.6% | 11.8% | 2.9% | 83.7× | 27.0× |
| Public Storage | $54.5B | $4.9B | 3.0% | 39.0% | 41.8% | 22.2% | 29.6× | 20.9× |
| Realty Income Corp. | $53.8B | $6.1B | 10.9% | 20.1% | 20.9% | 3.2% | 41.5× | 22.3× |
| Ventas, Inc. | $44.5B | $6.4B | 21.5% | 3.3% | 4.1% | 1.8% | 160.7× | 33.3× |
| Crown Castle Inc. | $36.6B | – | – | – | – | – | – | – |
What the company does
The description for this company is being written.
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