GWMIA
GNL icon

Global Wealth Management Investment Advisory’s Global Net Lease GNL Stock Holding History

Global Wealth Management Investment Advisory’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
Q3 		– Sell
-15,502
Closed -$117K – 156
2025
Q2 		$117K Buy
15,502
+5,159
+50% +$39.1K 0.02% 142
2025
Q1 		$83.2K Sell
10,343
-1,400
-12% -$10.5K 0.02% 138
2024
Q4 		$85.7K Sell
11,743
-4,990
-30% -$38.3K 0.02% 139
2024
Q3 		$141K Buy
16,733
+5,808
+53% +$48.8K 0.03% 133
2024
Q2 		$80.3K Buy
10,925
+386
+4% +$2.8K 0.02% 130
2024
Q1 		$81.9K Hold
10,539
– – 0.02% 132
2023
Q4 		$105K Hold
10,539
– – 0.03% 150
2023
Q3 		$101K Buy
10,539
+9,539
+954% +$103K 0.03% 155
2023
Q2 		$10.3K Buy
+1,000
New +$10.8K ﹤0.01% 291
2022
Q4 		– Sell
-22,779
Closed -$243K – 135
2022
Q3 		$243K Buy
22,779
+2,758
+14% +$38.4K 0.09% 126
2022
Q2 		$283K Buy
20,021
+3,542
+21% +$50.6K 0.1% 128
2022
Q1 		$259K Buy
16,479
+2,970
+22% +$43.6K 0.08% 135
2021
Q4 		$206K Buy
13,509
+3,087
+30% +$48K 0.06% 139
2021
Q3 		$167K Buy
10,422
+2,751
+36% +$48.3K 0.05% 147
2021
Q2 		$142K Buy
7,671
+1,542
+25% +$29.4K 0.05% 154
2021
Q1 		$111K Buy
6,129
+901
+17% +$16K 0.04% 154
2020
Q4 		$90K Buy
5,228
+512
+11% +$8.37K 0.03% 149
2020
Q3 		$75K Sell
4,716
-50,773
-92% -$858K 0.03% 149
2020
Q2 		$928K Sell
55,489
-2,463
-4% -$35.2K 0.4% 72
2020
Q1 		$775K Buy
57,952
+374
+0.6% +$6.97K 0.39% 70
2019
Q4 		$1.17M Buy
57,578
+1,273
+2% +$25.1K 0.49% 65
2019
Q3 		$1.1M Sell
56,305
-1,069
-2% -$20.8K 0.5% 64
2019
Q2 		$1.13M Sell
57,374
-4,833
-8% -$92.1K 0.55% 65
2019
Q1 		$1.18M Sell
62,207
-1,856
-3% -$35.4K 0.61% 58
2018
Q4 		$1.13M Buy
+64,063
New +$1.28M 0.66% 57

Other funds holding GNL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Global Wealth Management Investment Advisory's GNL Position: Q3 2025 in Review

Global Wealth Management Investment Advisory sold out of Global Net Lease (GNL) in Q3 2025, closing a stake of 15,502 shares — an estimated $117K sold.

Global Wealth Management Investment Advisory first reported a position in GNL in Q4 2018 and held it in 25 quarters. The position peaked at $1.18M in Q1 2019. 328 funds tracked by Wall St. Rank hold GNL as of Q3 2025.

  • Global Wealth Management Investment Advisory reported no remaining Global Net Lease position as of Q3 2025 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 15,502 Global Net Lease shares in Q3 2025, an estimated $117K.
  • Global Wealth Management Investment Advisory first reported a position in Global Net Lease in Q4 2018 and held it in 25 quarters.
  • Global Wealth Management Investment Advisory's Global Net Lease position peaked at $1.18M in Q1 2019.
  • 328 funds tracked by Wall St. Rank held Global Net Lease as of Q3 2025.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2025, filed 27 Oct 2025.