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

Pinnacle Bancorp’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	-134	Closed	-$906	–	807
2023 Q2	$906	Hold	134	–	–	﹤0.01%	759
2023 Q1	$842	Hold	134	–	–	﹤0.01%	792
2022 Q4	$1K	Hold	134	–	–	﹤0.01%	739
2022 Q3	$1K	Hold	134	–	–	﹤0.01%	739
2022 Q2	$1K	Hold	134	–	–	﹤0.01%	752
2022 Q1	$1K	Hold	134	–	–	﹤0.01%	744
2021 Q4	$1K	Hold	134	–	–	﹤0.01%	713
2021 Q3	$1K	Hold	134	–	–	﹤0.01%	716
2021 Q2	$1K	Hold	134	–	–	﹤0.01%	715
2021 Q1	$1K	Hold	134	–	–	﹤0.01%	715
2020 Q4	$1K	Hold	134	–	–	﹤0.01%	659
2020 Q3	$1K	Hold	134	–	–	﹤0.01%	656
2020 Q2	$1K	Hold	134	–	–	﹤0.01%	654
2020 Q1	$1K	Hold	134	–	–	﹤0.01%	657
2019 Q4	$2K	Hold	134	–	–	﹤0.01%	631
2019 Q3	$2K	Hold	134	–	–	﹤0.01%	700
2019 Q2	$1K	Hold	134	–	–	﹤0.01%	682
2019 Q1	$1K	Hold	134	–	–	﹤0.01%	676
2018 Q4	$2K	Buy	+134	New	+$1.84K	﹤0.01%	691

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

Pinnacle Bancorp's RTL Position: Q3 2023 in Review

Pinnacle Bancorp sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 134 shares — an estimated $906 sold.

Pinnacle Bancorp first reported a position in RTL in Q4 2018 and held it in 19 quarters. The position peaked at $2K in Q4 2019. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Pinnacle Bancorp reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Pinnacle Bancorp sold 134 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $906.
Pinnacle Bancorp first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q4 2018 and held it in 19 quarters.
Pinnacle Bancorp's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $2K in Q4 2019.
3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.

Based on Pinnacle Bancorp's 13F filing for Q3 2023, filed 18 Oct 2023.