WealthPlan Investment Management’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

WealthPlan Investment Management’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	-12,461	Closed	-$83.5K	–	593
2022 Q4	$83.5K	Hold	12,461	–	–	0.01%	384
2022 Q3	$84K	Buy	+12,461	New	+$92.2K	0.01%	364

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

WealthPlan Investment Management's RTL Position: Q1 2023 in Review

WealthPlan Investment Management sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q1 2023, closing a stake of 12,461 shares — an estimated $83.5K sold.

WealthPlan Investment Management first reported a position in RTL in Q3 2022 and held it in 2 quarters. The position peaked at $84K in Q3 2022. 252 funds tracked by Wall St. Rank hold RTL as of Q1 2023.

WealthPlan Investment Management reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
WealthPlan Investment Management sold 12,461 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q1 2023, an estimated $83.5K.
WealthPlan Investment Management first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q3 2022 and held it in 2 quarters.
WealthPlan Investment Management's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $84K in Q3 2022.
252 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.