BRWA
GNL icon

B. Riley Wealth Advisors’s Global Net Lease GNL Stock Holding History

B. Riley Wealth Advisors’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
2024
Q4 		– Sell
-12,661
Closed -$107K – 1198
2024
Q3 		$107K Sell
12,661
-138,280
-92% -$1.16M ﹤0.01% 1201
2024
Q2 		$1.11M Buy
150,941
+16,984
+13% +$123K 0.03% 503
2024
Q1 		$1.29M Sell
133,957
-828
-0.6% -$6.79K 0.03% 456
2023
Q4 		$1.34M Buy
134,785
+828
+0.6% +$7.24K 0.04% 451
2023
Q3 		$1.29M Buy
133,957
+64,120
+92% +$691K 0.03% 456
2023
Q2 		$718K Sell
69,837
-1,261
-2% -$13.6K 0.02% 692
2023
Q1 		$914K Buy
71,098
+3,352
+5% +$46K 0.02% 564
2022
Q4 		$852K Sell
67,746
-1,052
-2% -$13K 0.02% 589
2022
Q3 		$733K Buy
68,798
+6,606
+11% +$92K 0.02% 619
2022
Q2 		$881K Sell
62,192
-766
-1% -$11K 0.04% 460
2022
Q1 		$991K Sell
62,958
-4,309
-6% -$63.3K 0.03% 492
2021
Q4 		$1.03M Sell
67,267
-730
-1% -$11.3K 0.03% 523
2021
Q3 		$1.09M Buy
67,997
+10,717
+19% +$188K 0.03% 492
2021
Q2 		$1.06M Buy
57,280
+3,247
+6% +$61.9K 0.03% 497
2021
Q1 		$976K Sell
54,033
-1,388
-3% -$24.6K 0.03% 489
2020
Q4 		$950K Sell
55,421
-1,836
-3% -$30K 0.05% 346
2020
Q3 		$911K Buy
57,257
+763
+1% +$12.9K 0.05% 330
2020
Q2 		$946K Sell
56,494
-638
-1% -$9.13K 0.06% 291
2020
Q1 		$764K Sell
57,132
-37,097
-39% -$691K 0.07% 286
2019
Q4 		$1.91M Sell
94,229
-3,019
-3% -$59.6K 0.16% 143
2019
Q3 		$1.9M Buy
97,248
+7,665
+9% +$149K 0.19% 121
2019
Q2 		$1.76M Buy
89,583
+19,760
+28% +$376K 0.19% 109
2019
Q1 		$1.32M Sell
69,823
-5,082
-7% -$97K 0.16% 138
2018
Q4 		$1.32M Sell
74,905
-54
-0.1% -$1.07K 0.19% 123
2018
Q3 		$1.56M Buy
74,959
+7,149
+11% +$151K 0.19% 128
2018
Q2 		$1.39M Sell
67,810
-13,490
-17% -$255K 0.18% 138
2018
Q1 		$1.37M Sell
81,300
-70,063
-46% -$1.23M 0.19% 126
2017
Q4 		$3.12M Sell
151,363
-62,775
-29% -$1.35M 0.42% 59
2017
Q3 		$4.69M Sell
214,138
-61,382
-22% -$1.33M 0.78% 27
2017
Q2 		$6.13M Buy
275,520
+19,099
+7% +$439K 1.11% 13
2017
Q1 		$6.17M Buy
256,421
+2,566
+1% +$60.9K 1.23% 10
2016
Q4 		$5.96M Buy
253,855
+36,589
+17% +$837K 1.21% 10
2016
Q3 		$4.74M Buy
217,266
+38,101
+21% +$955K 0.93% 14
2016
Q2 		$3.69M Buy
179,165
+13,328
+8% +$337K 0.74% 22
2016
Q1 		$3.56M Buy
165,837
+53,010
+47% +$1.21M 0.82% 19
2015
Q4 		$2.69M Buy
112,827
+53,398
+90% +$1.42M 0.54% 38
2015
Q3 		$1.64M Buy
59,429
+52,217
+724% +$1.34M 0.39% 53
2015
Q2 		$192K Buy
+7,212
New +$197K 0.05% 466

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
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
HPM
Helix Partners Management New York $374M AUM 136.73% 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

B. Riley Wealth Advisors's GNL Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Global Net Lease (GNL) in Q4 2024, closing a stake of 12,661 shares — an estimated $107K sold.

B. Riley Wealth Advisors first reported a position in GNL in Q2 2015 and held it in 38 quarters. The position peaked at $6.17M in Q1 2017. 326 funds tracked by Wall St. Rank hold GNL as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Global Net Lease position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 12,661 Global Net Lease shares in Q4 2024, an estimated $107K.
  • B. Riley Wealth Advisors first reported a position in Global Net Lease in Q2 2015 and held it in 38 quarters.
  • B. Riley Wealth Advisors's Global Net Lease position peaked at $6.17M in Q1 2017.
  • 326 funds tracked by Wall St. Rank held Global Net Lease as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.