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RTL

The Necessity Retail REIT, Inc. Class A Common Stock

Delisted

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

181 hedge funds and large institutions have $277M invested in The Necessity Retail REIT, Inc. Class A Common Stock in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 106 increasing their positions, 19 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

458% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 19

120% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 20

24% more capital invested

Capital invested by funds: $223M → $277M (+$54M)

15% more funds holding

Funds holding: 158181 (+23)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
181
Holders Change
+23
Holders Change %
+14.56%
% of All Funds
3.92%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
44
Increased
106
Reduced
19
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSS
76
Cubist Systematic Strategies
Connecticut
$468K +$515K +43,355 New
FI
77
FormulaFolio Investments
Michigan
$465K +$269K +22,622 +111%
GC
78
Gilbert & Cook
Iowa
$459K +$132K +11,134 +35%
BF
79
BOK Financial
Oklahoma
$421K +$205K +17,240 +79%
VFA
80
Voya Financial Advisors
Connecticut
$396K +$125K +10,531 +40%
Sumitomo Mitsui Trust Group
81
Sumitomo Mitsui Trust Group
Japan
$372K -$242K -20,407 -37%
SIS
82
Sound Income Strategies
Florida
$357K +$160K +13,499 +69%
Nomura Asset Management
83
Nomura Asset Management
Japan
$353K -$23.8K -2,000 -6%
CAN
84
Cetera Advisor Networks
California
$352K -$19.9K -1,679 -5%
CS
85
Credit Suisse
Switzerland
$338K +$149K +12,527 +67%
OWA
86
Outlook Wealth Advisors
Texas
$336K +$342K +28,774 +1,228%
GI
87
Gradient Investments
Minnesota
$328K +$90.3K +7,598 +33%
GFPC
88
Global Financial Private Capital
Florida
$321K +$157K +13,207 +80%
GWS
89
Glassman Wealth Services
Virginia
$316K +$72.7K +6,118 +26%
MWPCG
90
Measured Wealth Private Client Group
New Hampshire
$307K +$107K +8,979 +46%
FHC
91
First Heartland Consultants
Missouri
$294K +$104K +8,746 +47%
Creative Planning
92
Creative Planning
Kansas
$287K -$80.9K -6,809 -20%
GCP
93
GSA Capital Partners
United Kingdom
$271K +$298K +25,056 New
KA
94
Kovack Advisors
Florida
$262K +$99.4K +8,369 +53%
PP
95
Professional Planning
California
$251K +$60.4K +5,084 +28%
MWM
96
Mission Wealth Management
California
$250K
FWM
97
Focused Wealth Management
New York
$245K +$69.2K +5,829 +35%
OIA
98
OneDigital Investment Advisors
Kansas
$239K +$171K +14,412 +186%
TC
99
Trilogy Capital
California
$236K -$211K -17,732 -45%
JMPWA
100
JP Morgan Private Wealth Advisors
California
$233K -$63.9K -5,376 -20%

RTL Hedge Fund Activity: Q1 2019 in Review

181 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in The Necessity Retail REIT, Inc. Class A Common Stock (RTL) for Q1 2019, worth a combined $277M — up 24% from $223M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new RTL positions and 20 closed out — a net gain of 24 holders — while 106 added to existing stakes and 19 trimmed.

The largest buyer was Vanguard Group, adding an estimated $23.4M. The largest seller was TLW Wealth Management, exiting entirely with an estimated $2.98M sold.

  • 181 institutional investors held The Necessity Retail REIT, Inc. Class A Common Stock (RTL) as of Q1 2019, up from 158 in Q4 2018.
  • Funds reported $277M of The Necessity Retail REIT, Inc. Class A Common Stock stock for Q1 2019, up 24% quarter-over-quarter.
  • 44 funds opened new The Necessity Retail REIT, Inc. Class A Common Stock positions in Q1 2019 and 20 closed out, a net change of +24 holders.
  • The largest The Necessity Retail REIT, Inc. Class A Common Stock buyer in Q1 2019 was Vanguard Group, an estimated $23.4M added.
  • The largest The Necessity Retail REIT, Inc. Class A Common Stock seller in Q1 2019 was TLW Wealth Management, an estimated $2.98M sold.

Based on aggregated 13F filings for Q1 2019.