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

Independent Wealth Network’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	-10,943	Closed	-$74K	–	213
2023 Q2	$74K	Sell	10,943 -468	-4%	-$2.77K	0.04%	201
2023 Q1	$71.7K	Sell	11,411 -879	-7%	-$5.7K	0.05%	194
2022 Q4	$72.9K	Sell	12,290 -812	-6%	-$5.17K	0.05%	192
2022 Q3	$77K	Buy	13,102 +188	+1%	+$1.39K	0.06%	170
2022 Q2	$94K	Buy	12,914 +174	+1%	+$1.31K	0.07%	180
2022 Q1	$101K	Buy	12,740 +151	+1%	+$1.22K	0.06%	197
2021 Q4	$115K	Sell	12,589 -1,038	-8%	-$8.81K	0.07%	207
2021 Q3	$117K	Buy	+13,627	New	+$115K	0.08%	192

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

Independent Wealth Network's RTL Position: Q3 2023 in Review

Independent Wealth Network sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 10,943 shares — an estimated $74K sold.

Independent Wealth Network first reported a position in RTL in Q3 2021 and held it in 8 quarters. The position peaked at $117K in Q3 2021. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Independent Wealth Network reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Independent Wealth Network sold 10,943 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $74K.
Independent Wealth Network first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q3 2021 and held it in 8 quarters.
Independent Wealth Network's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $117K in Q3 2021.
3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.

Based on Independent Wealth Network's 13F filing for Q3 2023, filed 11 Oct 2023.