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

Plotkin Financial 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
2022 Q2	–	Sell	-57,207	Closed	-$453K	–	84
2022 Q1	$453K	Sell	57,207 -30,775	-35%	-$249K	0.32%	46
2021 Q4	$803K	Sell	87,982 -50,976	-37%	-$433K	0.51%	35
2021 Q3	$1.12M	Hold	138,958	–	–	0.66%	32
2021 Q2	$1.18M	Hold	138,958	–	–	0.65%	40
2021 Q1	$1.36M	Sell	138,958 -1,720	-1%	-$15K	0.83%	31
2020 Q4	$1.05M	Hold	140,678	–	–	0.69%	29
2020 Q3	$882K	Sell	140,678 -756	-0.5%	-$5.35K	0.97%	27
2020 Q2	$1.12M	Sell	141,434 -35,210	-20%	-$258K	0.95%	23
2020 Q1	$1.1M	Buy	176,644 +11,612	+7%	+$129K	1.34%	20
2019 Q4	$2.19M	Buy	+165,032	New	+$2.36M	2.04%	16

Other funds holding RTL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Plotkin Financial Advisors's RTL Position: Q2 2022 in Review

Plotkin Financial Advisors sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q2 2022, closing a stake of 57,207 shares — an estimated $453K sold.

Plotkin Financial Advisors first reported a position in RTL in Q4 2019 and held it in 10 quarters. The position peaked at $2.19M in Q4 2019. 235 funds tracked by Wall St. Rank hold RTL as of Q2 2022.

Plotkin Financial Advisors reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q2 2022 after selling out during the quarter.
Plotkin Financial Advisors sold 57,207 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q2 2022, an estimated $453K.
Plotkin Financial Advisors first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q4 2019 and held it in 10 quarters.
Plotkin Financial Advisors's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $2.19M in Q4 2019.
235 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q2 2022.

Based on Plotkin Financial Advisors's 13F filing for Q2 2022, filed 15 Nov 2024.