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

Wipfli 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
2022 Q3	$30K	Buy	+5,145	New	+$38.1K	﹤0.01%	1385

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

Wipfli Financial Advisors's RTL Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2022: 5,145 shares worth $30K. The stake represents ﹤0.01% of the portfolio and ranks #1385 among its holdings.

247 funds tracked by Wall St. Rank hold RTL as of Q3 2022.

Wipfli Financial Advisors held 5,145 shares of The Necessity Retail REIT, Inc. Class A Common Stock worth $30K as of Q3 2022.
The Necessity Retail REIT, Inc. Class A Common Stock was a new Wipfli Financial Advisors position in Q3 2022.
The Necessity Retail REIT, Inc. Class A Common Stock made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1385 holding.
247 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.