RWB
RTL

RMR Wealth Builders’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-153
Closed -$2K – 764
2021
Q1 		$2K Sell
153
-2,690
-95% -$23.4K ﹤0.01% 742
2020
Q4 		$21K Buy
+2,843
New +$20K 0.01% 351
2020
Q3 		– Sell
-3,227
Closed -$26K – 480
2020
Q2 		$26K Buy
+3,227
New +$23.7K 0.02% 285
2019
Q4 		$43K Buy
+3,227
New +$46.1K 0.04% 244

Other funds holding RTL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return