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Kingswood Wealth Advisors’s Global Net Lease GNL Stock Holding History

Kingswood 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
2025
Q1 		– Sell
-19,323
Closed -$141K – 768
2024
Q4 		$141K Buy
+19,323
New +$148K 0.01% 753
2024
Q2 		– Sell
-15,304
Closed -$119K – 688
2024
Q1 		$119K Buy
+15,304
New +$126K 0.01% 595
2023
Q3 		– Sell
-15,519
Closed -$160K – 455
2023
Q2 		$160K Buy
+15,519
New +$167K 0.05% 258

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

Kingswood Wealth Advisors's GNL Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Global Net Lease (GNL) in Q1 2025, closing a stake of 19,323 shares — an estimated $141K sold.

Kingswood Wealth Advisors first reported a position in GNL in Q2 2023 and held it in 3 quarters. The position peaked at $160K in Q2 2023. 325 funds tracked by Wall St. Rank hold GNL as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining Global Net Lease position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 19,323 Global Net Lease shares in Q1 2025, an estimated $141K.
  • Kingswood Wealth Advisors first reported a position in Global Net Lease in Q2 2023 and held it in 3 quarters.
  • Kingswood Wealth Advisors's Global Net Lease position peaked at $160K in Q2 2023.
  • 325 funds tracked by Wall St. Rank held Global Net Lease as of Q1 2025.

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