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

Modern 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
2026 Q1	$149K	Sell	15,714 -4,919	-24%	-$46.3K	﹤0.01%	854
2025 Q4	$177K	Sell	20,633 -1,108	-5%	-$8.88K	﹤0.01%	817
2025 Q3	$177K	Buy	21,741 +113	+0.5%	+$862	﹤0.01%	772
2025 Q2	$163K	Buy	21,628 +4,565	+27%	+$34.6K	﹤0.01%	748
2025 Q1	$137K	Sell	17,063 -782	-4%	-$5.88K	﹤0.01%	659
2024 Q4	$130K	Sell	17,845 -1,321	-7%	-$10.1K	﹤0.01%	569
2024 Q3	$161K	Buy	19,166 +18	+0.1%	+$151	0.01%	421
2024 Q2	$141K	Sell	19,148 -11,778	-38%	-$85.4K	0.01%	391
2024 Q1	$240K	Buy	30,926 +166	+0.5%	+$1.36K	0.02%	269
2023 Q4	$306K	Buy	+30,760	New	+$269K	0.04%	137

Other funds holding GNL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Modern Wealth Management's GNL Position: Q1 2026 in Review

Modern Wealth Management reduced its Global Net Lease (GNL) stake by 24% in Q1 2026, selling an estimated $46.3K and leaving 15,714 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Modern Wealth Management first reported a position in GNL in Q4 2023 and has held it in 10 quarters since. The position peaked at $306K in Q4 2023. 356 funds tracked by Wall St. Rank hold GNL as of Q1 2026.

Modern Wealth Management held 15,714 shares of Global Net Lease worth $149K as of Q1 2026.
Modern Wealth Management sold 4,919 Global Net Lease shares in Q1 2026, an estimated $46.3K.
Global Net Lease made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #854 holding.
Modern Wealth Management first reported a position in Global Net Lease in Q4 2023 and has held it in 10 quarters since.
Modern Wealth Management's Global Net Lease position peaked at $306K in Q4 2023.
356 funds tracked by Wall St. Rank held Global Net Lease as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.