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

Washington Trust’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	-1,000	Closed	-$6.76K	–	932
2023 Q2	$6.76K	Hold	1,000	–	–	﹤0.01%	684
2023 Q1	$6.28K	Hold	1,000	–	–	﹤0.01%	700
2022 Q4	$5.93K	Hold	1,000	–	–	﹤0.01%	699
2022 Q3	$6K	Hold	1,000	–	–	﹤0.01%	707
2022 Q2	$7K	Hold	1,000	–	–	﹤0.01%	689
2022 Q1	$8K	Hold	1,000	–	–	﹤0.01%	701
2021 Q4	$9K	Hold	1,000	–	–	﹤0.01%	691
2021 Q3	$8K	Hold	1,000	–	–	﹤0.01%	812
2021 Q2	$8K	Buy	+1,000	New	+$9.33K	﹤0.01%	811
2021 Q1	–	Sell	-291	Closed	-$2K	–	1065
2020 Q4	$2K	Buy	+291	New	+$2.05K	﹤0.01%	908

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

Washington Trust's RTL Position: Q3 2023 in Review

Washington Trust sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 1,000 shares — an estimated $6.76K sold.

Washington Trust first reported a position in RTL in Q4 2020 and held it in 10 quarters. The position peaked at $9K in Q4 2021. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Washington Trust reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Washington Trust sold 1,000 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $6.76K.
Washington Trust first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q4 2020 and held it in 10 quarters.
Washington Trust's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $9K 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 Washington Trust's 13F filing for Q3 2023, filed 18 Oct 2023.