Anchor Investment Management’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

Anchor Investment Management’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
2021 Q1	–	Sell	-753	Closed	-$5.59K	–	1014
2020 Q4	$5.59K	Hold	753	–	–	﹤0.01%	735
2020 Q3	$4.72K	Hold	753	–	–	﹤0.01%	737
2020 Q2	$5.97K	Sell	753 -400	-35%	-$2.94K	﹤0.01%	689
2020 Q1	$7.21K	Buy	+1,153	New	+$12.8K	﹤0.01%	661

Other funds holding RTL

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

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

Anchor Investment Management's RTL Position: Q1 2021 in Review

Anchor Investment Management sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q1 2021, closing a stake of 753 shares — an estimated $5.59K sold.

Anchor Investment Management first reported a position in RTL in Q1 2020 and held it in 4 quarters. The position peaked at $7.21K in Q1 2020. 207 funds tracked by Wall St. Rank hold RTL as of Q1 2021.

Anchor Investment Management reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q1 2021 after selling out during the quarter.
Anchor Investment Management sold 753 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q1 2021, an estimated $5.59K.
Anchor Investment Management first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q1 2020 and held it in 4 quarters.
Anchor Investment Management's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $7.21K in Q1 2020.
207 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q1 2021.

Based on Anchor Investment Management's 13F filing for Q1 2021, filed 2 Jan 2024.