Freedom Investment Management’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

Freedom Investment Management’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
2022 Q2	–	Sell	-10,059	Closed	-$80K	–	860
2022 Q1	$80K	Sell	10,059 -3,985	-28%	-$32.3K	0.01%	754
2021 Q4	$128K	Sell	14,044 -8,634	-38%	-$73.3K	0.01%	829
2021 Q3	$182K	Hold	22,678	–	–	0.01%	777
2021 Q2	$192K	Hold	22,678	–	–	0.01%	829
2021 Q1	$223K	Buy	+22,678	New	+$197K	0.02%	755

Other funds holding RTL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Freedom Investment Management's RTL Position: Q2 2022 in Review

Freedom Investment Management sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q2 2022, closing a stake of 10,059 shares — an estimated $80K sold.

Freedom Investment Management first reported a position in RTL in Q1 2021 and held it in 5 quarters. The position peaked at $223K in Q1 2021. 235 funds tracked by Wall St. Rank hold RTL as of Q2 2022.

Freedom Investment Management reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q2 2022 after selling out during the quarter.
Freedom Investment Management sold 10,059 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q2 2022, an estimated $80K.
Freedom Investment Management first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q1 2021 and held it in 5 quarters.
Freedom Investment Management's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $223K in Q1 2021.
235 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q2 2022.

Based on Freedom Investment Management's 13F filing for Q2 2022, filed 8 Aug 2022.