Kestra Advisory Services’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

Kestra Advisory Services’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	-21,707	Closed	-$147K	–	2256
2023 Q2	$147K	Buy	+21,707	New	+$129K	﹤0.01%	1960

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

Kestra Advisory Services's RTL Position: Q3 2023 in Review

Kestra Advisory Services sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 21,707 shares — an estimated $147K sold.

Kestra Advisory Services first reported a position in RTL in Q2 2023 and held it in 1 quarter. The position peaked at $147K in Q2 2023. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Kestra Advisory Services reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Kestra Advisory Services sold 21,707 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $147K.
Kestra Advisory Services first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q2 2023 and held it in 1 quarter.
Kestra Advisory Services's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $147K in Q2 2023.
3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.

Based on Kestra Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.