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The five essential pieces of financial paperwork you must never lose

Mislaying key documents can cause real headaches, so it’s worth tracking down these most commonly-lost bits of paperwork

Global Net Lease, Inc. (0IW3.L)

LSE - LSE Delayed price. Currency in USD

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6.85

-0.09

(-1.31%)

At close: 06:30PM BST

Major holders

Currency in USD

15.79%	% of shares held by all insiders
62.99%	% of shares held by institutions
74.80%	% of float held by institutions
396	Number of institutions holding shares

Holder	Shares	Date reported	% out	Value
Vanguard Group Inc	33,932,387	31 Dec 2023	14.73%	232,396,138
Blackrock Inc.	29,944,918	31 Dec 2023	13.00%	205,086,759
State Street Corporation	12,570,072	31 Dec 2023	5.46%	86,089,911
HSBC Holdings Plc	4,690,962	31 Dec 2023	2.04%	32,127,461
Geode Capital Management, LLC	4,643,750	31 Dec 2023	2.02%	31,804,115
Charles Schwab Investment Management, Inc.	3,698,157	31 Dec 2023	1.61%	25,327,938
Dimensional Fund Advisors LP	2,724,873	31 Dec 2023	1.18%	18,662,110
Corient Private Wealth LLC	2,688,951	31 Dec 2023	1.17%	18,416,088
Balyasny Asset Management LLC	2,676,729	31 Dec 2023	1.16%	18,332,382
Invesco Ltd.	2,634,815	31 Dec 2023	1.14%	18,045,321

Holder	Shares	Date reported	% out	Value
iShares Core S&P Smallcap ETF	8,623,209	29 Feb 2024	3.74%	59,058,635
Vanguard Specialized-Real Estate Index Fund	7,896,330	31 Jan 2024	3.43%	54,080,386
Vanguard Total Stock Market Index Fund	7,607,731	31 Dec 2023	3.30%	52,103,829
Vanguard Small-Cap Index Fund	5,863,564	31 Dec 2023	2.55%	40,158,378
iShares Russell 2000 ETF	4,816,563	29 Feb 2024	2.09%	32,987,677
Vanguard Small Cap Value Index Fund	4,039,770	31 Dec 2023	1.75%	27,667,577
Vanguard Extended Market Index Fund	2,873,039	31 Dec 2023	1.25%	19,676,870
iShares S&P Smallcap 600 Value ETF	2,467,698	29 Feb 2024	1.07%	16,900,770
Fidelity Small Cap Index Fund	2,004,040	31 Jan 2024	0.87%	13,725,269
iShares Russell 2000 Value ETF	1,889,532	29 Feb 2024	0.82%	12,941,027