Founders Capital Management (Texas)’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

Founders Capital Management (Texas)’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	-1,817	Closed	-$12.3K	–	437
2023 Q2	$12.3K	Sell	1,817 -1,175	-39%	-$6.97K	0.01%	289
2023 Q1	$19K	Hold	2,992	–	–	0.01%	244
2022 Q4	$18K	Hold	2,992	–	–	0.01%	242
2022 Q3	$18K	Hold	2,992	–	–	0.01%	235
2022 Q2	$22K	Buy	+2,992	New	+$22.5K	0.02%	221

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

Founders Capital Management (Texas)'s RTL Position: Q3 2023 in Review

Founders Capital Management (Texas) sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 1,817 shares — an estimated $12.3K sold.

Founders Capital Management (Texas) first reported a position in RTL in Q2 2022 and held it in 5 quarters. The position peaked at $22K in Q2 2022. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Founders Capital Management (Texas) reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Founders Capital Management (Texas) sold 1,817 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $12.3K.
Founders Capital Management (Texas) first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q2 2022 and held it in 5 quarters.
Founders Capital Management (Texas)'s The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $22K in Q2 2022.
3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.

Based on Founders Capital Management (Texas)'s 13F filing for Q3 2023, filed 10 Oct 2023.