New York Life Investment Management’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

New York Life Investment Management’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	-295,719	Closed	-$2M	–	1327
2023 Q2	$2M	Buy	+295,719	New	+$1.75M	0.02%	510
2023 Q1	–	Sell	-71,529	Closed	-$424K	–	1437
2022 Q4	$424K	Buy	71,529 +7,898	+12%	+$50.3K	﹤0.01%	1027
2022 Q3	$374K	Sell	63,631 -34,713	-35%	-$257K	﹤0.01%	995
2022 Q2	$716K	Buy	+98,344	New	+$741K	0.01%	654

Other funds holding RTL

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 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

New York Life Investment Management's RTL Position: Q3 2023 in Review

New York Life Investment Management sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 295,719 shares — an estimated $2M sold.

New York Life Investment Management first reported a position in RTL in Q2 2022 and held it in 4 quarters. The position peaked at $2M in Q2 2023. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

New York Life Investment Management reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
New York Life Investment Management sold 295,719 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $2M.
New York Life Investment Management first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q2 2022 and held it in 4 quarters.
New York Life Investment Management's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $2M 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 New York Life Investment Management's 13F filing for Q3 2023, filed 8 Nov 2023.