Amalgamated Bank’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

Amalgamated Bank’s Portfolio RTL Stock Details RTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-13,276	Closed	-$90K	–	3032
2023 Q2	$90K	Sell	13,276 -610	-4%	-$3.62K	﹤0.01%	2106
2023 Q1	$87K	Sell	13,886 -3,264	-19%	-$21.2K	﹤0.01%	2113
2022 Q4	$102K	Hold	17,150	–	–	﹤0.01%	2130
2022 Q3	$101K	Buy	17,150 +166	+1%	+$1.23K	﹤0.01%	2145
2022 Q2	$124K	Buy	16,984 +1,754	+12%	+$13.2K	﹤0.01%	2084
2022 Q1	$120K	Sell	15,230 -882	-5%	-$7.14K	﹤0.01%	2132
2021 Q4	$147K	Buy	16,112 +208	+1%	+$1.76K	﹤0.01%	2018
2021 Q3	$128K	Buy	15,904 +253	+2%	+$2.14K	﹤0.01%	2053
2021 Q2	$133K	Buy	+15,651	New	+$146K	﹤0.01%	2083
2020 Q2	–	Sell	-16,720	Closed	-$105K	–	1688
2020 Q1	$105K	Sell	16,720 -704	-4%	-$7.84K	﹤0.01%	1487
2019 Q4	$231K	Buy	17,424 +1,532	+10%	+$21.9K	﹤0.01%	1563
2019 Q3	$222K	Sell	15,892 -142	-0.9%	-$1.73K	﹤0.01%	1494
2019 Q2	$175K	Buy	+16,034	New	+$167K	﹤0.01%	1620

Other funds holding RTL

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Amalgamated Bank's RTL Position: Q3 2023 in Review

Amalgamated Bank sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 13,276 shares — an estimated $90K sold.

Amalgamated Bank first reported a position in RTL in Q2 2019 and held it in 13 quarters. The position peaked at $231K in Q4 2019. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Amalgamated Bank reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Amalgamated Bank sold 13,276 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $90K.
Amalgamated Bank first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q2 2019 and held it in 13 quarters.
Amalgamated Bank's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $231K in Q4 2019.
3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.

Based on Amalgamated Bank's 13F filing for Q3 2023, filed 8 Nov 2023.