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

Principal Financial 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	-14,412	Closed	-$97.4K	–	2486
2023 Q2	$97.4K	Sell	14,412 -28,795	-67%	-$171K	﹤0.01%	2293
2023 Q1	$271K	Sell	43,207 -162	-0.4%	-$1.05K	﹤0.01%	2109
2022 Q4	$257K	Buy	43,369 +29,558	+214%	+$188K	﹤0.01%	2139
2022 Q3	$81K	Buy	+13,811	New	+$102K	﹤0.01%	2367
2022 Q2	–	Sell	-10,424	Closed	-$82K	–	2686
2022 Q1	$82K	Sell	10,424 -891	-8%	-$7.21K	﹤0.01%	2449
2021 Q4	$103K	Buy	11,315 +922	+9%	+$7.83K	﹤0.01%	2442
2021 Q3	$84K	Sell	10,393 -2,494	-19%	-$21.1K	﹤0.01%	2515
2021 Q2	$109K	Buy	12,887 +1,627	+14%	+$15.2K	﹤0.01%	2525
2021 Q1	$111K	Buy	+11,260	New	+$98.1K	﹤0.01%	2419
2020 Q3	–	Sell	-12,456	Closed	-$99K	–	2367
2020 Q2	$99K	Sell	12,456 -4,966	-29%	-$36.5K	﹤0.01%	2251
2020 Q1	$109K	Buy	17,422 +3,653	+27%	+$40.7K	﹤0.01%	2111
2019 Q4	$183K	Buy	+13,769	New	+$197K	﹤0.01%	2155

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

Principal Financial Group's RTL Position: Q3 2023 in Review

Principal Financial Group sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 14,412 shares — an estimated $97.4K sold.

Principal Financial Group first reported a position in RTL in Q4 2019 and held it in 12 quarters. The position peaked at $271K in Q1 2023. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Principal Financial Group reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Principal Financial Group sold 14,412 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $97.4K.
Principal Financial Group first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q4 2019 and held it in 12 quarters.
Principal Financial Group's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $271K in Q1 2023.
3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.

Based on Principal Financial Group's 13F filing for Q3 2023, filed 2 Nov 2023.