Farther Finance Advisors’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

Farther Finance 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	-5,800	Closed	-$39.2K	–	2720
2023 Q2	$39.2K	Sell	5,800 -240	-4%	-$1.42K	0.01%	744
2023 Q1	$37.9K	Buy	6,040 +4,400	+268%	+$28.5K	0.01%	691
2022 Q4	$9.72K	Buy	+1,640	New	+$10.4K	﹤0.01%	950

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

Farther Finance Advisors's RTL Position: Q3 2023 in Review

Farther Finance Advisors sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 5,800 shares — an estimated $39.2K sold.

Farther Finance Advisors first reported a position in RTL in Q4 2022 and held it in 3 quarters. The position peaked at $39.2K in Q2 2023. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Farther Finance Advisors reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Farther Finance Advisors sold 5,800 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $39.2K.
Farther Finance Advisors first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q4 2022 and held it in 3 quarters.
Farther Finance Advisors's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $39.2K 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 Farther Finance Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.