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

First Foundation 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	-25,805	Closed	-$174K	–	450
2023 Q2	$174K	Sell	25,805 -15	-0.1%	-$89	0.01%	392
2023 Q1	$162K	Hold	25,820	–	–	0.01%	369
2022 Q4	$153K	Buy	25,820 +15	+0.1%	+$95	0.01%	378
2022 Q3	$152K	Sell	25,805 -128	-0.5%	-$947	0.01%	360
2022 Q2	$189K	Buy	25,933 +128	+0.5%	+$964	0.01%	380
2022 Q1	$204K	Buy	25,805 +3,658	+17%	+$29.6K	0.01%	401
2021 Q4	$202K	Sell	22,147 -3,861	-15%	-$32.8K	0.01%	416
2021 Q3	$209K	Buy	26,008 +203	+0.8%	+$1.72K	0.01%	420
2021 Q2	$219K	Sell	25,805 -1,453	-5%	-$13.6K	0.01%	414
2021 Q1	$268K	Sell	27,258 -2,845	-9%	-$24.8K	0.01%	355
2020 Q4	$224K	Hold	30,103	–	–	0.01%	372
2020 Q3	$189K	Hold	30,103	–	–	0.01%	353
2020 Q2	$239K	Sell	30,103 -10,049	-25%	-$73.8K	0.01%	308
2020 Q1	$251K	Sell	40,152 -7,609	-16%	-$84.7K	0.02%	297
2019 Q4	$633K	Sell	47,761 -3,845	-7%	-$54.9K	0.03%	217
2019 Q3	$720K	Hold	51,606	–	–	0.04%	190
2019 Q2	$563K	Buy	51,606 +152	+0.3%	+$1.59K	0.03%	212
2019 Q1	$556K	Buy	51,454 +15,632	+44%	+$186K	0.03%	208
2018 Q4	$477K	Buy	35,822 +5,381	+18%	+$74K	0.03%	262
2018 Q3	$465K	Buy	+30,441	New	+$481K	0.03%	240

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

First Foundation Advisors's RTL Position: Q3 2023 in Review

First Foundation Advisors sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 25,805 shares — an estimated $174K sold.

First Foundation Advisors first reported a position in RTL in Q3 2018 and held it in 20 quarters. The position peaked at $720K in Q3 2019. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

First Foundation Advisors reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
First Foundation Advisors sold 25,805 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $174K.
First Foundation Advisors first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q3 2018 and held it in 20 quarters.
First Foundation Advisors's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $720K 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 First Foundation Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.