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

Simplex Trading’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	-4,900	Closed	-$33K	–	10265
2023 Q2	$33K	Sell	4,900 -6,000	-55%	-$35.6K	﹤0.01%	6281
2023 Q1	$68K	Sell	10,900 -1,500	-12%	-$9.73K	﹤0.01%	5580
2022 Q4	$73K	Buy	12,400 +800	+7%	+$5.09K	﹤0.01%	5437
2022 Q3	$68K	Sell	11,600 -2,300	-17%	-$17K	﹤0.01%	6033
2022 Q2	$101K	Sell	13,900 -11,100	-44%	-$83.6K	﹤0.01%	5555
2022 Q1	$197K	Buy	25,000 +11,300	+82%	+$91.5K	﹤0.01%	5174
2021 Q4	$3K	Buy	13,700 +6,500	+90%	+$55.2K	﹤0.01%	9912
2021 Q3	$60K	Hold	7,200	–	–	﹤0.01%	7310
2021 Q2	$61K	Buy	+7,200	New	+$67.2K	﹤0.01%	7417

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

Simplex Trading's RTL Position: Q3 2023 in Review

Simplex Trading sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 3,076 shares — an estimated $20K sold.

Simplex Trading first reported a position in RTL in Q2 2021 and held it in 5 quarters. The position peaked at $213K in Q2 2022. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Simplex Trading reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Simplex Trading sold 3,076 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $20K.
Simplex Trading first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q2 2021 and held it in 5 quarters.
Simplex Trading's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $213K 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 Simplex Trading's 13F filing for Q3 2023, filed 1 Nov 2023.