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RMR Wealth Builders’s Global Net Lease GNL Stock Holding History

RMR Wealth Builders’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
2021
Q1 		– Sell
-994
Closed -$17K – 799
2020
Q4 		$17K Buy
+994
New +$16.3K 0.01% 366
2020
Q3 		– Sell
-994
Closed -$17K – 320
2020
Q2 		$17K Buy
+994
New +$14.2K 0.02% 316
2019
Q4 		$20K Buy
+994
New +$19.6K 0.02% 310

Other funds holding GNL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

RMR Wealth Builders's GNL Position: Q1 2021 in Review

RMR Wealth Builders sold out of Global Net Lease (GNL) in Q1 2021, closing a stake of 994 shares — an estimated $17K sold.

RMR Wealth Builders first reported a position in GNL in Q4 2019 and held it in 3 quarters. The position peaked at $20K in Q4 2019. 246 funds tracked by Wall St. Rank hold GNL as of Q1 2021.

  • RMR Wealth Builders reported no remaining Global Net Lease position as of Q1 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 994 Global Net Lease shares in Q1 2021, an estimated $17K.
  • RMR Wealth Builders first reported a position in Global Net Lease in Q4 2019 and held it in 3 quarters.
  • RMR Wealth Builders's Global Net Lease position peaked at $20K in Q4 2019.
  • 246 funds tracked by Wall St. Rank held Global Net Lease as of Q1 2021.

Based on RMR Wealth Builders's 13F filing for Q1 2021, filed 13 May 2021.