IFG
RTL

Independent Financial Group’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

Independent Financial Group’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
-236,174
Closed -$1.6M – 966
2023
Q2 		$1.6M Sell
236,174
-11,725
-5% -$69.5K 0.11% 203
2023
Q1 		$1.56M Buy
247,899
+25,678
+12% +$167K 0.12% 185
2022
Q4 		$1.32M Sell
222,221
-6,294
-3% -$40K 0.11% 185
2022
Q3 		$1.34M Sell
228,515
-2,624
-1% -$19.4K 0.12% 164
2022
Q2 		$1.68M Buy
231,139
+46,818
+25% +$353K 0.18% 135
2022
Q1 		$1.46M Buy
184,321
+43,071
+30% +$349K 0.12% 173
2021
Q4 		$1.29M Buy
141,250
+37,991
+37% +$322K 0.11% 198
2021
Q3 		$830K Buy
103,259
+17,866
+21% +$151K 0.08% 257
2021
Q2 		$724K Buy
85,393
+11,792
+16% +$110K 0.08% 284
2021
Q1 		$723K Sell
73,601
-19,499
-21% -$170K 0.09% 239
2020
Q4 		$692K Sell
93,100
-54,059
-37% -$380K 0.1% 228
2020
Q3 		$923K Buy
147,159
+37,882
+35% +$268K 0.17% 138
2020
Q2 		$867K Buy
109,277
+14,702
+16% +$108K 0.19% 134
2020
Q1 		$591K Buy
+94,575
New +$1.05M 0.17% 151

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
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Independent Financial Group's RTL Position: Q3 2023 in Review

Independent Financial Group sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 236,174 shares — an estimated $1.6M sold.

Independent Financial Group first reported a position in RTL in Q1 2020 and held it in 14 quarters. The position peaked at $1.68M in Q2 2022. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

  • Independent Financial Group reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
  • Independent Financial Group sold 236,174 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $1.6M.
  • Independent Financial Group first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q1 2020 and held it in 14 quarters.
  • Independent Financial Group's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $1.68M 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 Independent Financial Group's 13F filing for Q3 2023, filed 12 Jun 2026.