Welcome to our dedicated page for Broadstone Net Lease SEC filings (Ticker: BNL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Broadstone Net Lease, Inc. filings document regulatory disclosures for an industrial-focused net lease REIT, including operating and financial results, quarterly supplemental information, investor presentations, and material-event reports furnished on Form 8-K. These records describe BNL's portfolio of long-term net leased commercial real estate, tenant and lease metrics, investment activity, build-to-suit commitments, dividend information, and capital-structure matters connected to its REIT operations.
Proxy materials and other governance filings cover board matters, shareholder voting items, executive compensation, equity awards, ownership disclosures, and related governance practices. The filing record also includes Regulation FD and shareholder communication disclosures relevant to BNL's property portfolio, financing activities, and public-company reporting obligations.
Broadstone Net Lease, Inc. is entering a major build-to-suit development through a joint venture to construct an approximately 112,000 square foot advanced technology facility in Colorado for a Fortune 20 investment-grade tenant. BNL’s estimated total project investment is $303 million.
The triple-net lease has an initial 15-year term with two 5-year extension options and includes annual rent increases of 3%. BNL expects a year-one cash yield of about 8.5%, a year-two cash yield of about 9.7%, and an estimated straight-line yield of about 11.6% on its investment.
Upon rent commencement, anticipated around March 2027, this Fortune 20 tenant is expected to become BNL’s largest tenant, and the company states the transaction is expected to be meaningfully accretive to its 2027 and 2028 earnings.
Broadstone Net Lease, Inc. plans to release its financial and operating results for the quarter ended June 30, 2026 after the market closes on July 29, 2026. The company will hold an earnings conference call and audio webcast on July 30, 2026 at 11:00 a.m. Eastern Time.
BNL is an industrial-focused, diversified net lease REIT investing primarily in single-tenant commercial properties on long-term net leases. As of March 31, 2026, its portfolio comprised 773 properties, including 766 in 44 U.S. states and seven in four Canadian provinces across industrial, retail, and other property types.
Broadstone Net Lease, Inc. reported a new build-to-suit development for Tesla, Inc. with an estimated total project investment of $39.8 million for a sales, service, and delivery facility in Las Vegas, Nevada.
The project totals 60 rentable square feet as presented, is expected to start in June 2026, with rent commencement targeted for the fourth quarter of 2027 and stabilization in November 2027. The Tesla lease runs about 15 years with 3.0% annual rent escalations, a projected 6.7% cash capitalization rate, and an 8.3% straight-line yield on an industrial property sourced through an existing developer relationship.
Vanguard Portfolio Management filed Amendment No. 1 to a Schedule 13G/A reporting ownership of Common Stock of Broadstone Net Lease Inc. The filing states Vanguard beneficially owns 19,661,475 shares, representing 10.26% of the class, with 73,092 shares of sole voting power and 19,661,475 shares of sole dispositive power.
The filing attributes holdings to Vanguard Portfolio Management LLC and affiliated business divisions and is signed by Ashley Grim as Head of Global Fund Administration on 05/06/2026.
BlackRock, Inc. filed an Amendment No. 3 to Schedule 13G/A reporting beneficial ownership of 31,970,112 shares of Broadstone Net Lease, Inc. common stock, representing 16.7% of the class. The filing shows sole voting power over 31,432,046 shares and sole dispositive power over 31,970,112 shares. The filing identifies iShares Core S&P Small-Cap ETF as a holder with an interest exceeding 5%. The amendment is signed by Spencer Fleming as Managing Director.
Hawkes Laurie A. reported acquisition or exercise transactions in this Form 4 filing.
Broadstone Net Lease, Inc. reported that director Laurie A. Hawkes received an equity award of 4,987 shares of restricted common stock under the company’s non-employee director compensation policy and 2020 Omnibus Equity Incentive Plan. The shares were granted at no cash price and are held indirectly through a trust where she has sole voting and investment power.
The restricted stock will vest in full on the earlier of May 1, 2027 or the date of the company’s next annual meeting of stockholders, subject to the stated timing condition. After this award, Hawkes’ indirect holdings total 145,683 shares of common stock, including the unvested restricted shares.
Imperiale Richard P reported acquisition or exercise transactions in this Form 4 filing.
Broadstone Net Lease, Inc. granted director Richard P. Imperiale an equity award of 4,987 shares of restricted common stock on May 1, 2026 under its non-employee director compensation policy and 2020 Omnibus Equity Incentive Plan. The shares carry no purchase price, reflecting stock-based compensation rather than an open-market transaction.
The restricted stock will vest in full on the earlier of May 1, 2027 or the date of Broadstone’s next annual meeting of stockholders, subject to a timing condition tied to the 2027 annual meeting. Following this grant, Imperiale directly holds 21,250 shares of common stock, including 4,987 unvested restricted shares.
COKE MICHAEL A reported acquisition or exercise transactions in this Form 4 filing.
Broadstone Net Lease director Michael A. Coke received an equity grant of 4,987 shares of restricted common stock as board compensation. The award was granted at no cash cost to him under Broadstone Net Lease, Inc.’s non-employee director compensation policy and its 2020 Omnibus Equity Incentive Plan.
These 4,987 restricted shares will vest in full on the earlier of May 1, 2027 or the date of the company’s next annual stockholders’ meeting, subject to the meeting-timing condition described in the grant terms. After this grant, Coke directly holds 62,950 common shares, including the 4,987 unvested restricted shares, and indirectly holds 22,952 common shares through a family trust of which he is co-trustee, with himself and his immediate family as sole beneficiaries.
Watters James H reported acquisition or exercise transactions in this Form 4 filing.
Broadstone Net Lease, Inc. reported that director James H. Watters received an equity grant of 4,987 shares of restricted common stock on May 1, 2026 under the company’s non-employee director compensation policy and 2020 Omnibus Equity Incentive Plan. These restricted shares vest in full on the earlier of May 1, 2027 or the date of the next annual meeting of stockholders, provided that the next annual meeting of stockholders is at least 50 weeks after the date of the Issuer's 2027 annual meeting of stockholders. Following this award, Watters directly holds 127,349 shares of common stock, including the 4,987 unvested restricted shares.
Duran Jessica reported acquisition or exercise transactions in this Form 4 filing.
Broadstone Net Lease, Inc. granted director Jessica Duran an equity award of 4,987 shares of restricted common stock on May 1, 2026, under its non-employee director compensation policy and 2020 Omnibus Equity Incentive Plan. Following this grant, she directly holds 30,560 common shares, including unvested restricted stock.
The 4,987 restricted shares will vest in full on the earlier of May 1, 2027 or the date of the company’s next annual stockholder meeting, provided that meeting occurs at least 50 weeks after the 2027 annual meeting.