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

United Capital Financial 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 Q1	–	Sell	-14,001	Closed	-$83K	–	1094
2022 Q4	$83K	Buy	14,001 +134	+1%	+$853	﹤0.01%	1015
2022 Q3	$82K	Sell	13,867 -308	-2%	-$2.28K	﹤0.01%	1061
2022 Q2	$103K	Sell	14,175 -860	-6%	-$6.48K	﹤0.01%	1089
2022 Q1	$119K	Buy	15,035 +69	+0.5%	+$559	﹤0.01%	1129
2021 Q4	$137K	Sell	14,966 -2,116	-12%	-$18K	﹤0.01%	1171
2021 Q3	$137K	Buy	17,082 +495	+3%	+$4.18K	﹤0.01%	1164
2021 Q2	$141K	Sell	16,587 -3,421	-17%	-$31.9K	﹤0.01%	1190
2021 Q1	$196K	Sell	20,008 -759	-4%	-$6.61K	﹤0.01%	1132
2020 Q4	$154K	Sell	20,767 -2,318	-10%	-$16.3K	﹤0.01%	1144
2020 Q3	$145K	Sell	23,085 -4,691	-17%	-$33.2K	﹤0.01%	1094
2020 Q2	$221K	Sell	27,776 -6,917	-20%	-$50.8K	﹤0.01%	1074
2020 Q1	$217K	Sell	34,693 -2,905	-8%	-$32.3K	﹤0.01%	1051
2019 Q4	$499K	Sell	37,598 -3,048	-7%	-$43.6K	﹤0.01%	991
2019 Q3	$567K	Sell	40,646 -7,907	-16%	-$96.2K	﹤0.01%	919
2019 Q2	$529K	Sell	48,553 -11,647	-19%	-$121K	﹤0.01%	1032
2019 Q1	$650K	Buy	60,200 +8,106	+16%	+$96.3K	﹤0.01%	901
2018 Q4	$694K	Buy	52,094 +39,299	+307%	+$540K	0.01%	813
2018 Q3	$195K	Buy	+12,795	New	+$202K	﹤0.01%	1257

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

United Capital Financial Advisors's RTL Position: Q1 2023 in Review

United Capital Financial Advisors sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q1 2023, closing a stake of 14,001 shares — an estimated $83K sold.

United Capital Financial Advisors first reported a position in RTL in Q3 2018 and held it in 18 quarters. The position peaked at $694K in Q4 2018. 252 funds tracked by Wall St. Rank hold RTL as of Q1 2023.

United Capital Financial Advisors reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
United Capital Financial Advisors sold 14,001 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q1 2023, an estimated $83K.
United Capital Financial Advisors first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q3 2018 and held it in 18 quarters.
United Capital Financial Advisors's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $694K in Q4 2018.
252 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.