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RTL

The Necessity Retail REIT, Inc. Class A Common Stock

Delisted

RTL was delisted on the 11th of September, 2023.

158 hedge funds and large institutions have $223M invested in The Necessity Retail REIT, Inc. Class A Common Stock in 2018 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 83 increasing their positions, 12 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

592% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 12

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

287% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 15

77% more capital invested

Capital invested by funds: $126M → $223M (+$96.9M)

35% more funds holding

Funds holding: 117158 (+41)

Holders
158
Holders Change
+41
Holders Change %
+35.04%
% of All Funds
3.52%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.11%
New
58
Increased
83
Reduced
12
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$1.46M +$548K +39,856 +57%
CA
27
Cetera Advisors
Colorado
$1.46M +$519K +37,748 +53%
RCA
28
Rowland Carmichael Advisors
Arizona
$1.41M +$261K +18,964 +22%
Swiss National Bank
29
Swiss National Bank
Switzerland
$1.26M +$1.3M +94,760 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.23M +$508K +36,978 +67%
BTS
31
BB&T Securities
Virginia
$1.2M +$1.24M +90,175 New
BFG
32
Barber Financial Group
Kansas
$1.2M +$427K +31,063 +53%
Wells Fargo
33
Wells Fargo
California
$1.11M +$834K +60,635 +268%
SO
34
STRS Ohio
Ohio
$1.06M +$71.4K +5,193 +7%
KM
35
Kalos Management
Georgia
$1.03M +$841K +61,193 New
Asset Management One
36
Asset Management One
Japan
$1.01M +$1.02M +74,298 +22,312%
TIAAOA
37
Teachers Insurance & Annuity Association of America
New York
$1M +$205K +14,943 +25%
IA
38
IndexIQ Advisors
New York
$850K +$221K +16,062 +34%
FWM
39
Foresight Wealth Management
Utah
$769K +$794K +57,708 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$759K +$141K +10,254 +22%
Bank of America
41
Bank of America
North Carolina
$754K +$233K +16,949 +43%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$738K +$754K +54,866 New
JP Morgan Chase
43
JP Morgan Chase
New York
$736K +$760K +55,266 New
UCFA
44
United Capital Financial Advisors
Texas
$694K +$540K +39,299 +307%
KP
45
Keel Point
Alabama
$690K +$243K +17,661 +52%
BCM
46
BlueCrest Capital Management
Jersey
$672K +$168K +12,247 +32%
WI
47
Wintrust Investments
Illinois
$668K +$238K +17,335 +53%
SPC
48
Sigma Planning Corp
Michigan
$643K +$159K +11,538 +31%
DW
49
Domani Wealth
Pennsylvania
$576K +$595K +43,269 New
AWA
50
Arete Wealth Advisors
Illinois
$547K +$145K +10,511 +34%

RTL Hedge Fund Activity: Q4 2018 in Review

158 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in The Necessity Retail REIT, Inc. Class A Common Stock (RTL) for Q4 2018, worth a combined $223M — up 77% from $126M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new RTL positions and 15 closed out — a net gain of 43 holders — while 83 added to existing stakes and 12 trimmed.

The largest buyer was Vanguard Group, adding an estimated $56.4M. The largest seller was Millennium Management, exiting entirely with an estimated $3.91M sold.

  • 158 institutional investors held The Necessity Retail REIT, Inc. Class A Common Stock (RTL) as of Q4 2018, up from 117 in Q3 2018.
  • Funds reported $223M of The Necessity Retail REIT, Inc. Class A Common Stock stock for Q4 2018, up 77% quarter-over-quarter.
  • 58 funds opened new The Necessity Retail REIT, Inc. Class A Common Stock positions in Q4 2018 and 15 closed out, a net change of +43 holders.
  • The largest The Necessity Retail REIT, Inc. Class A Common Stock buyer in Q4 2018 was Vanguard Group, an estimated $56.4M added.
  • The largest The Necessity Retail REIT, Inc. Class A Common Stock seller in Q4 2018 was Millennium Management, an estimated $3.91M sold.

Based on aggregated 13F filings for Q4 2018.