Northwest Financial Advisors’s RPT Realty Common Shares of Beneficial Interest (MD) RPT Stock Holding History

Northwest Financial Advisors’s Portfolio RPT Stock Details RPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-55	Closed	-$706	–	565
2023 Q4	$706	Buy	+55	New	+$626	﹤0.01%	526

Other funds holding RPT

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Northwest Financial Advisors's RPT Position: Q1 2024 in Review

Northwest Financial Advisors sold out of RPT Realty Common Shares of Beneficial Interest (MD) (RPT) in Q1 2024, closing a stake of 55 shares — an estimated $706 sold.

Northwest Financial Advisors first reported a position in RPT in Q4 2023 and held it in 1 quarter. The position peaked at $706 in Q4 2023. 1 fund tracked by Wall St. Rank holds RPT as of Q1 2024.

Northwest Financial Advisors reported no remaining RPT Realty Common Shares of Beneficial Interest (MD) position as of Q1 2024 after selling out during the quarter.
Northwest Financial Advisors sold 55 RPT Realty Common Shares of Beneficial Interest (MD) shares in Q1 2024, an estimated $706.
Northwest Financial Advisors first reported a position in RPT Realty Common Shares of Beneficial Interest (MD) in Q4 2023 and held it in 1 quarter.
Northwest Financial Advisors's RPT Realty Common Shares of Beneficial Interest (MD) position peaked at $706 in Q4 2023.
1 fund tracked by Wall St. Rank held RPT Realty Common Shares of Beneficial Interest (MD) as of Q1 2024.

Based on Northwest Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.