Cambridge Investment Research Advisors’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

Cambridge Investment Research Advisors’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	-342,622	Closed	-$2.32M	–	3296
2023 Q2	$2.32M	Sell	342,622 -38,907	-10%	-$231K	0.01%	1084
2023 Q1	$2.4M	Sell	381,529 -26,506	-6%	-$172K	0.01%	1031
2022 Q4	$2.42M	Sell	408,035 -20,176	-5%	-$128K	0.01%	979
2022 Q3	$2.52M	Sell	428,211 -13,694	-3%	-$101K	0.01%	915
2022 Q2	$3.22M	Buy	441,905 +30,157	+7%	+$227K	0.02%	807
2022 Q1	$3.26M	Buy	411,748 +20,588	+5%	+$167K	0.02%	867
2021 Q4	$3.57M	Buy	391,160 +18,741	+5%	+$159K	0.02%	822
2021 Q3	$2.99M	Sell	372,419 -9,299	-2%	-$78.5K	0.01%	875
2021 Q2	$3.24M	Buy	381,718 +20,762	+6%	+$194K	0.02%	855
2021 Q1	$3.54M	Sell	360,956 -26,315	-7%	-$229K	0.02%	713
2020 Q4	$2.88M	Sell	387,271 -31,348	-7%	-$221K	0.02%	737
2020 Q3	$2.63M	Sell	418,619 -32,548	-7%	-$230K	0.02%	679
2020 Q2	$3.58M	Sell	451,167 -2,637	-0.6%	-$19.4K	0.03%	542
2020 Q1	$2.84M	Sell	453,804 -4,135	-0.9%	-$46K	0.03%	534
2019 Q4	$6.07M	Sell	457,939 -4,363	-0.9%	-$62.3K	0.05%	394
2019 Q3	$6.45M	Buy	+462,302	New	+$5.62M	0.06%	323
2019 Q2	–	Sell	-524,226	Closed	-$5.66M	–	2388
2019 Q1	$5.66M	Buy	524,226 +137,781	+36%	+$1.64M	0.05%	330
2018 Q4	$5.15M	Buy	386,445 +134,244	+53%	+$1.85M	0.06%	317
2018 Q3	$3.85M	Buy	+252,201	New	+$3.98M	0.04%	451

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

Cambridge Investment Research Advisors's RTL Position: Q3 2023 in Review

Cambridge Investment Research Advisors sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 342,622 shares — an estimated $2.32M sold.

Cambridge Investment Research Advisors first reported a position in RTL in Q3 2018 and held it in 19 quarters. The position peaked at $6.45M in Q3 2019. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Cambridge Investment Research Advisors reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Cambridge Investment Research Advisors sold 342,622 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $2.32M.
Cambridge Investment Research Advisors first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q3 2018 and held it in 19 quarters.
Cambridge Investment Research Advisors's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $6.45M in Q3 2019.
3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.