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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
FHC
76
First Heartland Consultants
Missouri
$246K +$11.3K +819 +5%
AIA
77
Avalon Investment & Advisory
Texas
$243K +$251K +18,264 New
PP
78
Professional Planning
California
$242K +$250K +18,199 New
SOADOR
79
State of Alaska Department of Revenue
Alaska
$234K +$23.9K +1,738 +11%
FWM
80
Focused Wealth Management
New York
$225K +$72.7K +5,285 +46%
UBS AM
81
UBS AM
Illinois
$221K +$228K +16,600 New
GFPC
82
Global Financial Private Capital
Florida
$219K -$178K -12,975 -44%
KA
83
Kovack Advisors
Florida
$211K +$20.4K +1,483 +10%
Deutsche Bank
84
Deutsche Bank
Germany
$208K +$216K +15,679 New
HWA
85
HHM Wealth Advisors
Tennessee
$207K +$213K +15,522 New
VF
86
Virtu Financial
New York
$193K -$227K -16,477 -53%
MOS
87
MGO One Seven
Ohio
$192K +$198K +14,416 New
Citigroup
88
Citigroup
New York
$190K +$164K +11,915 +507%
RJT
89
Raymond James Trust
Florida
$190K +$196K +14,284 New
NAM
90
Nissay Asset Management
Japan
$183K +$189K +13,738 New
CC
91
Centiva Capital
New York
$183K +$189K +13,760 New
AllianceBernstein
92
AllianceBernstein
Tennessee
$182K +$188K +13,648 New
WGA
93
Weather Gauge Advisory
Virginia
$182K +$188K +13,676 New
SGS
94
Sterling Global Strategies
California
$172K +$178K +12,927 New
WPSG
95
Wealth & Pension Services Group
Georgia
$170K +$176K +12,779 New
RJFSA
96
Raymond James Financial Services Advisors
Florida
$164K +$169K +12,309 New
Canada Life
97
Canada Life
Manitoba, Canada
$153K +$165K +12,018 New
AI
98
Atria Investments
North Carolina
$141K +$146K +10,581 New
UBS Group
99
UBS Group
Switzerland
$140K +$83.1K +6,043 +135%
LFAS
100
Level Four Advisory Services
Texas
$133K

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.