Patriot Investment Management Group’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

Patriot Investment Management Group’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	-11,593	Closed	-$78.4K	–	238
2023 Q2	$78.4K	Buy	11,593 +1,424	+14%	+$8.44K	0.01%	236
2023 Q1	$63.9K	Hold	10,169	–	–	0.01%	240
2022 Q4	$68.2K	Sell	10,169 -5,894	-37%	-$37.5K	0.01%	295
2022 Q3	$94K	Buy	16,063 +207	+1%	+$1.53K	0.01%	236
2022 Q2	$115K	Buy	15,856 +194	+1%	+$1.46K	0.01%	239
2022 Q1	$123K	Sell	15,662 -2,034	-11%	-$16.5K	0.01%	247
2021 Q4	$161K	Sell	17,696 -187	-1%	-$1.59K	0.01%	247
2021 Q3	$143K	Sell	17,883 -953	-5%	-$8.05K	0.01%	239
2021 Q2	$159K	Buy	18,836 +223	+1%	+$2.08K	0.01%	242
2021 Q1	$182K	Buy	+18,613	New	+$162K	0.02%	231
2020 Q4	–	Sell	-18,346	Closed	-$115K	–	217
2020 Q3	$115K	Buy	18,346 +286	+2%	+$2.02K	0.01%	210
2020 Q2	$143K	Sell	18,060 -1,472	-8%	-$10.8K	0.02%	235
2020 Q1	$122K	Buy	19,532 +282	+1%	+$3.14K	0.02%	199
2019 Q4	$255K	Buy	19,250 +173	+0.9%	+$2.47K	0.03%	198
2019 Q3	$268K	Sell	19,077 -2,191	-10%	-$26.7K	0.04%	186
2019 Q2	$231K	Sell	21,268 -130	-0.6%	-$1.36K	0.03%	199
2019 Q1	$231K	Buy	+21,398	New	+$254K	0.03%	195

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

Patriot Investment Management Group's RTL Position: Q3 2023 in Review

Patriot Investment Management Group sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 11,593 shares — an estimated $78.4K sold.

Patriot Investment Management Group first reported a position in RTL in Q1 2019 and held it in 17 quarters. The position peaked at $268K in Q3 2019. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Patriot Investment Management Group reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Patriot Investment Management Group sold 11,593 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $78.4K.
Patriot Investment Management Group first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q1 2019 and held it in 17 quarters.
Patriot Investment Management Group's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $268K in Q3 2019.
3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.

Based on Patriot Investment Management Group's 13F filing for Q3 2023, filed 17 Oct 2023.