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

Stifel Financial’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	-23,129	Closed	-$156K	–	3441
2023 Q2	$156K	Sell	23,129 -11,327	-33%	-$67.2K	﹤0.01%	3097
2023 Q1	$216K	Sell	34,456 -11,872	-26%	-$77K	﹤0.01%	3008
2022 Q4	$275K	Buy	46,328 +5,916	+15%	+$37.6K	﹤0.01%	2809
2022 Q3	$238K	Buy	40,412 +3,932	+11%	+$29.1K	﹤0.01%	2859
2022 Q2	$266K	Buy	36,480 +1,690	+5%	+$12.7K	﹤0.01%	2817
2022 Q1	$275K	Sell	34,790 -2,859	-8%	-$23.2K	﹤0.01%	2935
2021 Q4	$344K	Buy	37,649 +2,108	+6%	+$17.9K	﹤0.01%	2832
2021 Q3	$286K	Buy	+35,541	New	+$300K	﹤0.01%	2938

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

Stifel Financial's RTL Position: Q3 2023 in Review

Stifel Financial sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 23,129 shares — an estimated $156K sold.

Stifel Financial first reported a position in RTL in Q3 2021 and held it in 8 quarters. The position peaked at $344K in Q4 2021. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Stifel Financial reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Stifel Financial sold 23,129 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $156K.
Stifel Financial first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q3 2021 and held it in 8 quarters.
Stifel Financial's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $344K in Q4 2021.
3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.

Based on Stifel Financial's 13F filing for Q3 2023, filed 13 Nov 2023.