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

PSI 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	-400	Closed	-$2.7K	–	902
2023 Q2	$2.7K	Hold	400	–	–	﹤0.01%	643
2023 Q1	$2.51K	Hold	400	–	–	﹤0.01%	595
2022 Q4	$2.37K	Hold	400	–	–	﹤0.01%	597
2022 Q3	$2K	Hold	400	–	–	﹤0.01%	648
2022 Q2	$3K	Hold	400	–	–	﹤0.01%	646
2022 Q1	$3K	Buy	+400	New	+$3.24K	﹤0.01%	606

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

PSI Advisors's RTL Position: Q3 2023 in Review

PSI Advisors sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 400 shares — an estimated $2.7K sold.

PSI Advisors first reported a position in RTL in Q1 2022 and held it in 6 quarters. The position peaked at $3K in Q2 2022. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

PSI Advisors reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
PSI Advisors sold 400 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $2.7K.
PSI Advisors first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q1 2022 and held it in 6 quarters.
PSI Advisors's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $3K in Q2 2022.
3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.

Based on PSI Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.