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

Johnson Midwest Financial’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	-2,053	Closed	-$13.9K	–	386
2023 Q2	$13.9K	Hold	2,053	–	–	0.01%	178
2023 Q1	$12.9K	Hold	2,053	–	–	0.02%	182
2022 Q4	$12K	Hold	2,053	–	–	0.04%	186
2022 Q3	$12	Hold	2,053	–	–	0.05%	180
2022 Q2	$15K	Hold	2,053	–	–	0.02%	153
2022 Q1	$16K	Hold	2,053	–	–	0.02%	147
2021 Q4	$19K	Hold	2,053	–	–	0.01%	142
2021 Q3	$17K	Sell	2,053 -973	-32%	-$8.22K	0.01%	149
2021 Q2	$26K	Hold	3,026	–	–	0.03%	122
2021 Q1	$30K	Hold	3,026	–	–	0.03%	111
2020 Q4	$22K	Buy	+3,026	New	+$21.3K	0.02%	128

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

Johnson Midwest Financial's RTL Position: Q3 2023 in Review

Johnson Midwest Financial sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 2,053 shares — an estimated $13.9K sold.

Johnson Midwest Financial first reported a position in RTL in Q4 2020 and held it in 11 quarters. The position peaked at $30K in Q1 2021. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Johnson Midwest Financial reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Johnson Midwest Financial sold 2,053 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $13.9K.
Johnson Midwest Financial first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q4 2020 and held it in 11 quarters.
Johnson Midwest Financial's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $30K in Q1 2021.
3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.