Global Net Lease
347 hedge funds and large institutions have $1.29B invested in Global Net Lease in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 107 increasing their positions, 121 reducing their positions, and 28 closing their positions.
82% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 28
6% more funds holding
Funds holding: 328 → 347 (+19)
3% more capital invested
Capital invested by funds: $1.25B → $1.29B (+$40M)
1.2% less ownership
Funds ownership: 69.69% → 68.49% (-1.2%)
12% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 121
19% less call options, than puts
Call options by funds: $2.41M | Put options by funds: $2.98M
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$5.8M |
| 2 |
BlackRock
New York
|
+$4.49M |
| 3 |
Two Sigma Investments
New York
|
+$3.99M |
| 4 |
HF
HRT Financial
New York
|
+$3.51M |
| 5 |
Two Sigma Advisers
New York
|
+$3.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Conversant Capital
Summit,
New Jersey
|
-$11M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$8.56M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$8.51M |
| 4 |
TCA
Taconic Capital Advisors
New York
|
-$7.38M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$5.79M |
GNL Hedge Fund Activity: Q4 2025 in Review
347 institutional investors reported a position in Global Net Lease (GNL) for Q4 2025, worth a combined $1.29B — up 3.2% from $1.25B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new GNL positions and 28 closed out — a net gain of 23 holders — while 107 added to existing stakes and 121 trimmed.
The largest buyer was Jupiter Asset Management, opening a new position worth an estimated $5.8M. The largest seller was Conversant Capital, cutting an estimated $11M.
- 347 institutional investors held Global Net Lease (GNL) as of Q4 2025, up from 328 in Q3 2025.
- Funds reported $1.29B of Global Net Lease stock for Q4 2025, up 3.2% quarter-over-quarter.
- 51 funds opened new Global Net Lease positions in Q4 2025 and 28 closed out, a net change of +23 holders.
- The largest Global Net Lease buyer in Q4 2025 was Jupiter Asset Management, an estimated $5.8M added.
- The largest Global Net Lease seller in Q4 2025 was Conversant Capital, an estimated $11M sold.
Based on aggregated 13F filings for Q4 2025.