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

Zullo Investment Group’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	-1,000	Closed	-$5.93K	–	759
2022 Q4	$5.93K	Sell	1,000 -2,000	-67%	-$12.7K	﹤0.01%	570
2022 Q3	$18K	Hold	3,000	–	–	0.01%	407
2022 Q2	$22K	Buy	3,000 +250	+9%	+$1.88K	0.01%	392
2022 Q1	$22K	Sell	2,750 -250	-8%	-$2.02K	0.01%	416
2021 Q4	$27K	Buy	+3,000	New	+$25.5K	0.01%	388

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

Zullo Investment Group's RTL Position: Q1 2023 in Review

Zullo Investment Group sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q1 2023, closing a stake of 1,000 shares — an estimated $5.93K sold.

Zullo Investment Group first reported a position in RTL in Q4 2021 and held it in 5 quarters. The position peaked at $27K in Q4 2021. 252 funds tracked by Wall St. Rank hold RTL as of Q1 2023.

Zullo Investment Group reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 1,000 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q1 2023, an estimated $5.93K.
Zullo Investment Group first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $27K in Q4 2021.
252 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.