MassMutual Private Wealth & Trust’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

MassMutual Private Wealth & Trust’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	-13,396	Closed	-$90.6K	–	2077
2023 Q2	$90.6K	Sell	13,396 -286	-2%	-$1.7K	﹤0.01%	454
2023 Q1	$85.9K	Hold	13,682	–	–	﹤0.01%	443
2022 Q4	$81K	Buy	13,682 +286	+2%	+$1.82K	﹤0.01%	432
2022 Q3	$79K	Hold	13,396	–	–	﹤0.01%	419
2022 Q2	$98K	Hold	13,396	–	–	﹤0.01%	386
2022 Q1	$106K	Hold	13,396	–	–	﹤0.01%	382
2021 Q4	$122K	Hold	13,396	–	–	﹤0.01%	386
2021 Q3	$108K	Hold	13,396	–	–	﹤0.01%	392
2021 Q2	$114K	Hold	13,396	–	–	﹤0.01%	381
2021 Q1	$132K	Hold	13,396	–	–	0.01%	362
2020 Q4	$100K	Hold	13,396	–	–	0.01%	390
2020 Q3	$84K	Hold	13,396	–	–	﹤0.01%	382
2020 Q2	$106K	Hold	13,396	–	–	0.01%	362
2020 Q1	$84K	Hold	13,396	–	–	0.01%	345
2019 Q4	$178K	Hold	13,396	–	–	0.01%	353
2019 Q3	$187K	Sell	13,396 -8,500	-39%	-$103K	0.01%	347
2019 Q2	$239K	Buy	+21,896	New	+$228K	0.02%	323

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

MassMutual Private Wealth & Trust's RTL Position: Q3 2023 in Review

MassMutual Private Wealth & Trust sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 13,396 shares — an estimated $90.6K sold.

MassMutual Private Wealth & Trust first reported a position in RTL in Q2 2019 and held it in 17 quarters. The position peaked at $239K in Q2 2019. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

MassMutual Private Wealth & Trust reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 13,396 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $90.6K.
MassMutual Private Wealth & Trust first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q2 2019 and held it in 17 quarters.
MassMutual Private Wealth & Trust's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $239K in Q2 2019.
3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2023, filed 4 Oct 2023.