We are live on ! Find out more
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
Mitsubishi UFJ Asset Management
101
Mitsubishi UFJ Asset Management
Japan
$126K +$129K +9,370 New
BAM
102
Belpointe Asset Management
Nevada
$122K -$179K -12,988 -59%
SWM
103
SeaCrest Wealth Management
New York
$121K +$45.8K +3,332 +58%
Daiwa Securities Group
104
Daiwa Securities Group
Japan
$113K +$117K +8,500 New
Morgan Stanley
105
Morgan Stanley
New York
$111K +$23.8K +1,728 +26%
OIA
106
OneDigital Investment Advisors
Kansas
$103K -$4.4K -320 -4%
TC
107
Trust Company
Kansas
$103K +$106K +7,726 New
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$101K +$53.8K +3,912 +106%
RFC
109
Regions Financial Corp
Alabama
$80K +$82.5K +6,000 New
AF
110
Advisornet Financial
Minnesota
$71K +$73.8K +5,366 New
WEC
111
Winslow Evans & Crocker
Massachusetts
$62K +$47.2K +3,432 +326%
VRM
112
Vectors Research Management
New York
$59K +$60.9K +4,427 New
IA
113
IFP Advisors
Florida
$53K +$29.1K +2,119 +118%
US Bancorp
114
US Bancorp
Minnesota
$51K
TL
115
TrueWealth LLC
Georgia
$50K +$17.2K +1,248 +50%
NSG
116
Nalls Sherbakoff Group
Tennessee
$42K +$43.2K +3,143 New
AIP
117
Ameritas Investment Partners
Nebraska
$41K +$10.9K +795 +34%
DWM
118
Doyle Wealth Management
Florida
$40K +$41.7K +3,034 New
NFG
119
Next Financial Group
Texas
$38K -$6.86K -499 -15%
MLICM
120
Metropolitan Life Insurance Company (MetLife)
New York
$37.9K +$39.1K +2,843 New
APA
121
American Portfolios Advisors
New York
$37.2K -$133K -9,699 -78%
LWS
122
Lucia Wealth Services
California
$35K -$91.7K -6,667 -72%
CFD
123
Creative Financial Designs
Indiana
$34K +$12K +876 +51%
BC
124
Bartlett & Co
Ohio
$32K
CAC
125
Certified Advisory Corp
Florida
$32K +$481 +35 +1%

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.