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

Lee 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	-1,033	Closed	-$6.98K	–	866
2023 Q2	$6.98K	Hold	1,033	–	–	﹤0.01%	462
2023 Q1	$6.49K	Hold	1,033	–	–	﹤0.01%	491
2022 Q4	$6.13K	Hold	1,033	–	–	﹤0.01%	520
2022 Q3	$6K	Hold	1,033	–	–	﹤0.01%	521
2022 Q2	$8K	Sell	1,033 -2,975	-74%	-$22.4K	﹤0.01%	495
2022 Q1	$32K	Hold	4,008	–	–	0.01%	282
2021 Q4	$37K	Hold	4,008	–	–	0.01%	288
2021 Q3	$32K	Hold	4,008	–	–	0.01%	270
2021 Q2	$34K	Hold	4,008	–	–	0.01%	263
2021 Q1	$39K	Buy	4,008 +2,975	+288%	+$25.9K	0.01%	246
2020 Q4	$8K	Hold	1,033	–	–	﹤0.01%	400
2020 Q3	$6K	Hold	1,033	–	–	﹤0.01%	454
2020 Q2	$8K	Hold	1,033	–	–	﹤0.01%	402
2020 Q1	$6K	Hold	1,033	–	–	﹤0.01%	370
2019 Q4	$14K	Hold	1,033	–	–	﹤0.01%	306
2019 Q3	$14K	Sell	1,033 -2,068	-67%	-$25.2K	﹤0.01%	295
2019 Q2	$34K	Hold	3,101	–	–	0.01%	221
2019 Q1	$33K	Buy	3,101 +775	+33%	+$9.21K	0.01%	211
2018 Q4	$31K	Buy	2,326 +775	+50%	+$10.7K	0.01%	202
2018 Q3	$24K	Buy	+1,551	New	+$24.5K	0.01%	237

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

Lee Financial's RTL Position: Q3 2023 in Review

Lee Financial sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 1,033 shares — an estimated $6.98K sold.

Lee Financial first reported a position in RTL in Q3 2018 and held it in 20 quarters. The position peaked at $39K in Q1 2021. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Lee Financial reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Lee Financial sold 1,033 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $6.98K.
Lee Financial first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q3 2018 and held it in 20 quarters.
Lee Financial's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $39K 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 Lee Financial's 13F filing for Q3 2023, filed 9 Nov 2023.