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Avior Wealth Management’s Global Net Lease GNL Stock Holding History

Avior Wealth Management’s Portfolio GNL Stock Details GNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,021
Closed -$14.8K – 1382
2024
Q4 		$14.8K Hold
2,021
– – ﹤0.01% 1499
2024
Q3 		$17K Hold
2,021
– – ﹤0.01% 1410
2024
Q2 		$14.9K Sell
2,021
-38
-2% -$276 ﹤0.01% 1407
2024
Q1 		$16K Buy
2,059
+38
+2% +$312 ﹤0.01% 1701
2023
Q4 		$20.1K Hold
2,021
– – ﹤0.01% 886
2023
Q3 		$19.4K Buy
2,021
+1,185
+142% +$12.8K ﹤0.01% 942
2023
Q2 		$8.6K Buy
836
+27
+3% +$291 ﹤0.01% 1051
2023
Q1 		$10.4K Buy
+809
New +$11.1K ﹤0.01% 1046
2022
Q3 		– Sell
-434
Closed -$6K – 1209
2022
Q2 		$6K Buy
+434
New +$6.21K ﹤0.01% 834
2020
Q2 		– Sell
-750
Closed -$10K – 935
2020
Q1 		$10K Buy
+750
New +$14K ﹤0.01% 572
2018
Q2 		– Sell
-1,517
Closed -$26K – 813
2018
Q1 		$26K Buy
+1,517
New +$26.7K 0.01% 528

Other funds holding GNL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HPM
Helix Partners Management New York $374M AUM 136.73% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avior Wealth Management's GNL Position: Q1 2025 in Review

Avior Wealth Management sold out of Global Net Lease (GNL) in Q1 2025, closing a stake of 2,021 shares — an estimated $14.8K sold.

Avior Wealth Management first reported a position in GNL in Q1 2018 and held it in 11 quarters. The position peaked at $26K in Q1 2018. 325 funds tracked by Wall St. Rank hold GNL as of Q1 2025.

  • Avior Wealth Management reported no remaining Global Net Lease position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2,021 Global Net Lease shares in Q1 2025, an estimated $14.8K.
  • Avior Wealth Management first reported a position in Global Net Lease in Q1 2018 and held it in 11 quarters.
  • Avior Wealth Management's Global Net Lease position peaked at $26K in Q1 2018.
  • 325 funds tracked by Wall St. Rank held Global Net Lease as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.