Plotkin Financial Advisors’s Global Net Lease GNL Stock Holding History

Plotkin Financial 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
2022 Q2	–	Sell	-18,198	Closed	-$286K	–	74
2022 Q1	$286K	Sell	18,198 -23,608	-56%	-$347K	0.2%	63
2021 Q4	$639K	Sell	41,806 -5,029	-11%	-$78.2K	0.4%	39
2021 Q3	$750K	Sell	46,835 -4,965	-10%	-$87.2K	0.45%	40
2021 Q2	$958K	Hold	51,800	–	–	0.53%	42
2021 Q1	$936K	Hold	51,800	–	–	0.57%	35
2020 Q4	$888K	Hold	51,800	–	–	0.59%	32
2020 Q3	$824K	Hold	51,800	–	–	0.91%	29
2020 Q2	$867K	Sell	51,800 -542	-1%	-$7.75K	0.74%	27
2020 Q1	$700K	Buy	52,342 +1,753	+3%	+$32.7K	0.85%	27
2019 Q4	$1.03M	Buy	+50,589	New	+$998K	0.95%	27

Other funds holding GNL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OPPTF

OPSEU Pension Plan Trust Fund Toronto, Ontario, Canada $22.4M AUM 25.54% 1-Year Est. Return

Plotkin Financial Advisors's GNL Position: Q2 2022 in Review

Plotkin Financial Advisors sold out of Global Net Lease (GNL) in Q2 2022, closing a stake of 18,198 shares — an estimated $286K sold.

Plotkin Financial Advisors first reported a position in GNL in Q4 2019 and held it in 10 quarters. The position peaked at $1.03M in Q4 2019. 248 funds tracked by Wall St. Rank hold GNL as of Q2 2022.

Plotkin Financial Advisors reported no remaining Global Net Lease position as of Q2 2022 after selling out during the quarter.
Plotkin Financial Advisors sold 18,198 Global Net Lease shares in Q2 2022, an estimated $286K.
Plotkin Financial Advisors first reported a position in Global Net Lease in Q4 2019 and held it in 10 quarters.
Plotkin Financial Advisors's Global Net Lease position peaked at $1.03M in Q4 2019.
248 funds tracked by Wall St. Rank held Global Net Lease as of Q2 2022.

Based on Plotkin Financial Advisors's 13F filing for Q2 2022, filed 15 Nov 2024.