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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
TC
51
Trilogy Capital
California
$528K +$157K +11,430 +41%
ARG
52
Advisory Resource Group
Oklahoma
$521K +$538K +39,134 New
FFA
53
First Foundation Advisors
California
$477K +$74K +5,381 +18%
CAN
54
Cetera Advisor Networks
California
$464K +$104K +7,571 +28%
Nomura Asset Management
55
Nomura Asset Management
Japan
$462K +$477K +34,700 New
CA
56
Continuum Advisory
Idaho
$457K +$68.7K +4,995 +17%
Creative Planning
57
Creative Planning
Kansas
$444K +$114K +8,257 +33%
PFS
58
Prospera Financial Services
Texas
$440K +$194K +14,088 +74%
BFPW
59
BOK Financial Private Wealth
Colorado
$419K -$624K -45,402 -59%
GC
60
Gilbert & Cook
Iowa
$418K +$133K +9,693 +45%
BRWA
61
B. Riley Wealth Advisors
Florida
$410K +$230K +16,738 +120%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$373K +$385K +27,990 New
JMPWA
63
JP Morgan Private Wealth Advisors
California
$359K +$110K +8,035 +42%
Koshinski Asset Management
64
Koshinski Asset Management
Illinois
$357K -$42.8K -3,114 -10%
VFA
65
Voya Financial Advisors
Connecticut
$354K +$125K +9,087 +53%
ODG
66
O'Dell Group
Ohio
$324K +$335K +24,344 New
FI
67
FormulaFolio Investments
Michigan
$312K
OWA
68
Outlook Wealth Advisors
Texas
$312K +$32.2K +2,344 New
GWS
69
Glassman Wealth Services
Virginia
$308K +$89.1K +6,477 +39%
GI
70
Gradient Investments
Minnesota
$304K +$96.7K +7,029 +45%
BF
71
BOK Financial
Oklahoma
$289K +$99.6K +7,240 +50%
Fisher Asset Management
72
Fisher Asset Management
Washington
$288K +$297K +21,614 New
SIS
73
Sound Income Strategies
Florida
$260K +$120K +8,722 +81%
MWPCG
74
Measured Wealth Private Client Group
New Hampshire
$258K +$94K +6,837 +54%
CS
75
Credit Suisse
Switzerland
$249K +$257K +18,693 New

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.