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RTL

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

NewEdge 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
-12,659
Closed -$85.6K – 3699
2023
Q2 		$85.6K Buy
12,659
+252
+2% +$1.49K ﹤0.01% 1904
2023
Q1 		$77.9K Buy
12,407
+217
+2% +$1.41K ﹤0.01% 1833
2022
Q4 		$72 Sell
12,190
-906
-7% -$5.76K ﹤0.01% 3416
2022
Q3 		$77K Buy
13,096
+209
+2% +$1.55K ﹤0.01% 1473
2022
Q2 		$94K Sell
12,887
-1,473
-10% -$11.1K ﹤0.01% 1486
2022
Q1 		$114K Sell
14,360
-13,341
-48% -$108K ﹤0.01% 1077
2021
Q4 		$253K Sell
27,701
-3,269
-11% -$27.7K ﹤0.01% 1413
2021
Q3 		$249K Buy
30,970
+206
+0.7% +$1.74K 0.01% 964
2021
Q2 		$261K Sell
30,764
-628
-2% -$5.86K 0.01% 963
2021
Q1 		$308K Sell
31,392
-5,656
-15% -$49.3K 0.01% 801
2020
Q4 		$275K Buy
37,048
+9,878
+36% +$69.5K 0.01% 786
2020
Q3 		$170K Sell
27,170
-2,080
-7% -$14.7K 0.01% 848
2020
Q2 		$232K Buy
29,250
+299
+1% +$2.19K 0.01% 738
2020
Q1 		$181K Sell
28,951
-2,461
-8% -$27.4K 0.01% 717
2019
Q4 		$417K Buy
31,412
+190
+0.6% +$2.71K 0.02% 579
2019
Q3 		$436K Sell
31,222
-5,470
-15% -$66.6K 0.02% 543
2019
Q2 		$400K Sell
36,692
-9,088
-20% -$94.8K 0.02% 454
2019
Q1 		$494K Buy
45,780
+19,761
+76% +$235K 0.03% 399
2018
Q4 		$347 Buy
+26,019
New +$358K 0.02% 452

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
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

NewEdge Advisors's RTL Position: Q3 2023 in Review

NewEdge Advisors sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 12,659 shares — an estimated $85.6K sold.

NewEdge Advisors first reported a position in RTL in Q4 2018 and held it in 19 quarters. The position peaked at $494K in Q1 2019. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

  • NewEdge Advisors reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
  • NewEdge Advisors sold 12,659 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $85.6K.
  • NewEdge Advisors first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q4 2018 and held it in 19 quarters.
  • NewEdge Advisors's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $494K in Q1 2019.
  • 3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.

Based on NewEdge Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.