Prime Capital Investment Advisors’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

Prime Capital Investment 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
2023 Q3	–	Sell	-31,129	Closed	-$210K	–	814
2023 Q2	$210K	Sell	31,129 -66	-0.2%	-$391	﹤0.01%	698
2023 Q1	$196K	Sell	31,195 -4,020	-11%	-$26.1K	0.01%	516
2022 Q4	$209K	Buy	35,215 +11,096	+46%	+$70.6K	0.01%	489
2022 Q3	$142K	Sell	24,119 -1,333	-5%	-$9.86K	0.01%	385
2022 Q2	$185K	Hold	25,452	–	–	0.01%	364
2022 Q1	$232K	Hold	25,452	–	–	0.01%	324
2021 Q4	$232K	Buy	25,452 +5,049	+25%	+$42.9K	0.01%	324
2021 Q3	$164K	Sell	20,403 -78,805	-79%	-$666K	0.01%	291
2021 Q2	$841K	Buy	99,208 +80,788	+439%	+$754K	0.05%	198
2021 Q1	$181K	Sell	18,420 -1,333	-7%	-$11.6K	0.01%	250
2020 Q4	$147K	Sell	19,753 -31,414	-61%	-$221K	0.01%	254
2020 Q3	$321K	Sell	51,167 -3,395	-6%	-$24K	0.03%	217
2020 Q2	$433K	Buy	54,562 +18,662	+52%	+$137K	0.04%	188
2020 Q1	$224K	Buy	35,900 +13,123	+58%	+$146K	0.03%	191
2019 Q4	$302K	Buy	22,777 +6,607	+41%	+$94.4K	0.03%	170
2019 Q3	$226K	Buy	+16,170	New	+$197K	0.04%	191
2019 Q2	–	Sell	-464	Closed	-$5K	–	412
2019 Q1	$5K	Buy	+464	New	+$5.51K	﹤0.01%	285

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

Prime Capital Investment Advisors's RTL Position: Q3 2023 in Review

Prime Capital Investment Advisors sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 31,129 shares — an estimated $210K sold.

Prime Capital Investment Advisors first reported a position in RTL in Q1 2019 and held it in 17 quarters. The position peaked at $841K in Q2 2021. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Prime Capital Investment Advisors reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Prime Capital Investment Advisors sold 31,129 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $210K.
Prime Capital Investment Advisors first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q1 2019 and held it in 17 quarters.
Prime Capital Investment Advisors's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $841K in Q2 2021.
3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.

Based on Prime Capital Investment Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.