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Conversant Capital’s Global Net Lease GNL Stock Holding History

Conversant Capital’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
2026
Q1 		– Sell
-3,803,654
Closed -$32.7M – 18
2025
Q4 		$32.7M Sell
3,803,654
-1,375,000
-27% -$11M 6.21% 4
2025
Q3 		$42.1M Buy
5,178,654
+835,154
+19% +$6.37M 7.14% 5
2025
Q2 		$32.8M Buy
4,343,500
+1,786,902
+70% +$13.6M 5.28% 6
2025
Q1 		$20.6M Buy
+2,556,598
New +$19.2M 3.4% 11

Other funds holding GNL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HPM
Helix Partners Management New York $744M AUM 62.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Conversant Capital's GNL Position: Q1 2026 in Review

Conversant Capital sold out of Global Net Lease (GNL) in Q1 2026, closing a stake of 3,803,654 shares — an estimated $32.7M sold.

Conversant Capital first reported a position in GNL in Q1 2025 and held it in 4 quarters. The position peaked at $42.1M in Q3 2025. 357 funds tracked by Wall St. Rank hold GNL as of Q1 2026.

  • Conversant Capital reported no remaining Global Net Lease position as of Q1 2026 after selling out during the quarter.
  • Conversant Capital sold 3,803,654 Global Net Lease shares in Q1 2026, an estimated $32.7M.
  • Conversant Capital first reported a position in Global Net Lease in Q1 2025 and held it in 4 quarters.
  • Conversant Capital's Global Net Lease position peaked at $42.1M in Q3 2025.
  • 357 funds tracked by Wall St. Rank held Global Net Lease as of Q1 2026.

Based on Conversant Capital's 13F filing for Q1 2026, filed 15 May 2026.