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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
PIMG
101
Patriot Investment Management Group
Tennessee
$231K +$254K +21,398 New
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$227K +$159K +13,378 +176%
RCAG
103
Rehmann Capital Advisory Group
Michigan
$221K +$243K +20,496 New
MOS
104
MGO One Seven
Ohio
$215K +$66.2K +5,571 +39%
CA
105
Continuum Advisory
Idaho
$212K -$175K -14,717 -43%
AWA
106
Arete Wealth Advisors
Illinois
$204K -$264K -22,221 -54%
WGA
107
Weather Gauge Advisory
Virginia
$200K +$57K +4,801 +35%
BAM
108
Belpointe Asset Management
Nevada
$192K +$103K +8,658 +95%
SOADOR
109
State of Alaska Department of Revenue
Alaska
$190K +$1.21K +102 +0.6%
WPSG
110
Wealth & Pension Services Group
Georgia
$183K +$49K +4,123 +32%
BCM
111
BBT Capital Management
Texas
$180K +$198K +16,670 New
UBS AM
112
UBS AM
Illinois
$179K
HWA
113
HHM Wealth Advisors
Tennessee
$174K +$7.13K +600 +4%
SGS
114
Sterling Global Strategies
California
$173K +$36.9K +3,105 +24%
Fisher Asset Management
115
Fisher Asset Management
Washington
$171K -$69.1K -5,820 -27%
CFG
116
Cooper Financial Group
California
$164K +$181K +15,205 New
BFPW
117
BOK Financial Private Wealth
Colorado
$163K -$194K -16,360 -52%
LWS
118
Lucia Wealth Services
California
$162K +$147K +12,372 +474%
RJFSA
119
Raymond James Financial Services Advisors
Florida
$159K +$29.1K +2,447 +20%
AllianceBernstein
120
AllianceBernstein
Tennessee
$157K +$10.1K +850 +6%
SWM
121
SeaCrest Wealth Management
New York
$140K +$45.9K +3,865 +43%
MWNA
122
Marshall Wace North America
New York
$137K +$151K +12,713 New
MHS
123
M Holdings Securities
Oregon
$137K +$151K +12,716 New
Canada Life
124
Canada Life
Manitoba, Canada
$129K
FWP
125
FAS Wealth Partners
Kansas
$125K +$137K +11,566 New

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.