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

PFG Investments’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	-11,167	Closed	-$75.5K	–	550
2023 Q2	$75.5K	Buy	11,167 +394	+4%	+$2.34K	0.01%	496
2023 Q1	$67.7K	Buy	+10,773	New	+$69.9K	0.01%	475

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

PFG Investments's RTL Position: Q3 2023 in Review

PFG Investments sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 11,167 shares — an estimated $75.5K sold.

PFG Investments first reported a position in RTL in Q1 2023 and held it in 2 quarters. The position peaked at $75.5K in Q2 2023. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

PFG Investments reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
PFG Investments sold 11,167 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $75.5K.
PFG Investments first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q1 2023 and held it in 2 quarters.
PFG Investments's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $75.5K 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 PFG Investments's 13F filing for Q3 2023, filed 6 Nov 2023.