WP
RTL

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

WealthPLAN Partners’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
Q2 		– Sell
-11,500
Closed -$72.2K – 1418
2023
Q1 		$72.2K Sell
11,500
-961
-8% -$6.23K 0.01% 489
2022
Q4 		$82.5K Buy
+12,461
New +$79.3K 0.01% 385

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ICA
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Charles Schwab
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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return