Squar Milner Financial Services’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-1,000	Closed	-$6K	–	770
2020 Q1	$6K	Hold	1,000	–	–	﹤0.01%	590
2019 Q4	$13K	Buy	+1,000	New	+$14.3K	0.01%	565
2019 Q3	–	Sell	-478	Closed	-$5K	–	770
2019 Q2	$5K	Hold	478	–	–	﹤0.01%	606
2019 Q1	$5K	Buy	478 +120	+34%	+$1.43K	﹤0.01%	674
2018 Q4	$5K	Buy	358 +121	+51%	+$1.66K	﹤0.01%	577
2018 Q3	$4K	Buy	+237	New	+$3.74K	﹤0.01%	667

Other funds holding RTL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return

Squar Milner Financial Services's RTL Position: Q2 2020 in Review

Squar Milner Financial Services sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q2 2020, closing a stake of 1,000 shares — an estimated $6K sold.

Squar Milner Financial Services first reported a position in RTL in Q3 2018 and held it in 6 quarters. The position peaked at $13K in Q4 2019. 195 funds tracked by Wall St. Rank hold RTL as of Q2 2020.

Squar Milner Financial Services reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 1,000 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q2 2020, an estimated $6K.
Squar Milner Financial Services first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q3 2018 and held it in 6 quarters.
Squar Milner Financial Services's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $13K in Q4 2019.
195 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.