Mercer Global Advisors’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

Mercer Global Advisors’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	-11,129	Closed	-$75K	–	2078
2023 Q2	$75K	Hold	11,129	–	–	﹤0.01%	1852
2023 Q1	$70K	Hold	11,129	–	–	﹤0.01%	1847
2022 Q4	$66K	Sell	11,129 -1,896	-15%	-$12.1K	﹤0.01%	1849
2022 Q3	$77K	Sell	13,025 -4,329	-25%	-$32K	﹤0.01%	1746
2022 Q2	$126K	Sell	17,354 -1,001	-5%	-$7.54K	﹤0.01%	1710
2022 Q1	$145K	Sell	18,355 -6,537	-26%	-$52.9K	﹤0.01%	1766
2021 Q4	$227K	Sell	24,892 -4,372	-15%	-$37.1K	﹤0.01%	1593
2021 Q3	$235K	Buy	29,264 +1,079	+4%	+$9.11K	﹤0.01%	1540
2021 Q2	$239K	Sell	28,185 -153	-0.5%	-$1.43K	﹤0.01%	1483
2021 Q1	$278K	Buy	+28,338	New	+$247K	﹤0.01%	1346
2020 Q2	–	Sell	-11,784	Closed	-$74K	–	1199
2020 Q1	$74K	Hold	11,784	–	–	﹤0.01%	1029
2019 Q4	$156K	Buy	+11,784	New	+$168K	﹤0.01%	1102

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

Mercer Global Advisors's RTL Position: Q3 2023 in Review

Mercer Global Advisors sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 11,129 shares — an estimated $75K sold.

Mercer Global Advisors first reported a position in RTL in Q4 2019 and held it in 12 quarters. The position peaked at $278K in Q1 2021. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Mercer Global Advisors reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Mercer Global Advisors sold 11,129 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $75K.
Mercer Global Advisors first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q4 2019 and held it in 12 quarters.
Mercer Global Advisors's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $278K 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 Mercer Global Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.