Wolff Wiese Magana’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

Wolff Wiese Magana’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	-5,300	Closed	-$35.8K	–	859
2023 Q2	$35.8K	Hold	5,300	–	–	0.03%	222
2023 Q1	$33.3K	Hold	5,300	–	–	0.03%	224
2022 Q4	$31.4K	Hold	5,300	–	–	0.03%	226
2022 Q3	$31K	Hold	5,300	–	–	0.02%	319
2022 Q2	$39K	Hold	5,300	–	–	0.03%	298
2022 Q1	$42K	Hold	5,300	–	–	0.03%	303
2021 Q4	$48K	Hold	5,300	–	–	0.03%	284
2021 Q3	$43K	Hold	5,300	–	–	0.03%	306
2021 Q2	$45K	Hold	5,300	–	–	0.03%	295
2021 Q1	$52K	Hold	5,300	–	–	0.04%	268
2020 Q4	$39K	Buy	+5,300	New	+$37.3K	0.03%	297

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

Wolff Wiese Magana's RTL Position: Q3 2023 in Review

Wolff Wiese Magana sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 5,300 shares — an estimated $35.8K sold.

Wolff Wiese Magana first reported a position in RTL in Q4 2020 and held it in 11 quarters. The position peaked at $52K in Q1 2021. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Wolff Wiese Magana reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Wolff Wiese Magana sold 5,300 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $35.8K.
Wolff Wiese Magana first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q4 2020 and held it in 11 quarters.
Wolff Wiese Magana's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $52K in Q1 2021.
3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.

Based on Wolff Wiese Magana's 13F filing for Q3 2023, filed 31 Oct 2023.