Migdal Insurance & Financial Holdings’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

Migdal Insurance & Financial Holdings’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	-2,381	Closed	-$16K	–	532
2023 Q2	$16K	Sell	2,381 -2,375	-50%	-$14.1K	﹤0.01%	385
2023 Q1	$29K	Buy	4,756 +2,161	+83%	+$14K	﹤0.01%	390
2022 Q4	$16K	Sell	2,595 -369	-12%	-$2.35K	﹤0.01%	433
2022 Q3	$17K	Sell	2,964 -205	-6%	-$1.52K	﹤0.01%	414
2022 Q2	$23K	Buy	3,169 +3,010	+1,893%	+$22.7K	﹤0.01%	457
2022 Q1	$1K	Sell	159 -1,825	-92%	-$14.8K	﹤0.01%	599
2021 Q4	$18K	Sell	1,984 -765	-28%	-$6.49K	﹤0.01%	567
2021 Q3	$22K	Sell	2,749 -48,393	-95%	-$409K	﹤0.01%	540
2021 Q2	$434K	Sell	51,142 -1,920	-4%	-$17.9K	﹤0.01%	275
2021 Q1	$521K	Buy	+53,062	New	+$462K	0.01%	314

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 $5.54B AUM 27.43% 1-Year Est. Return

Migdal Insurance & Financial Holdings's RTL Position: Q3 2023 in Review

Migdal Insurance & Financial Holdings sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 2,381 shares — an estimated $16K sold.

Migdal Insurance & Financial Holdings first reported a position in RTL in Q1 2021 and held it in 10 quarters. The position peaked at $521K in Q1 2021. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Migdal Insurance & Financial Holdings reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 2,381 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $16K.
Migdal Insurance & Financial Holdings first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q1 2021 and held it in 10 quarters.
Migdal Insurance & Financial Holdings's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $521K 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 Migdal Insurance & Financial Holdings's 13F filing for Q3 2023, filed 25 Oct 2023.