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

Channel Wealth’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	-88,098	Closed	-$596K	–	200
2023 Q2	$596K	Sell	88,098 -4,272	-5%	-$25.3K	0.34%	90
2023 Q1	$580K	Buy	+92,370	New	+$599K	0.37%	84

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

Channel Wealth's RTL Position: Q3 2023 in Review

Channel Wealth sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 88,098 shares — an estimated $596K sold.

Channel Wealth first reported a position in RTL in Q1 2023 and held it in 2 quarters. The position peaked at $596K in Q2 2023. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Channel Wealth reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Channel Wealth sold 88,098 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $596K.
Channel Wealth first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q1 2023 and held it in 2 quarters.
Channel Wealth's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $596K in Q2 2023.
3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.

Based on Channel Wealth's 13F filing for Q3 2023, filed 24 Oct 2023.