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RTL

The Necessity Retail REIT, Inc. Class A Common Stock

Delisted

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

195 hedge funds and large institutions have $426M invested in The Necessity Retail REIT, Inc. Class A Common Stock in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 78 increasing their positions, 57 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 57

31% more capital invested

Capital invested by funds: $325M → $426M (+$101M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 197195 (-2)

Holders
195
Holders Change
-2
Holders Change %
-1.02%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
78
Reduced
57
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
101
First Foundation Advisors
California
$239K -$73.8K -10,049 -25%
NA
102
NewEdge Advisors
Louisiana
$232K +$2.19K +299 +1%
MOS
103
MGO One Seven
Ohio
$229K -$771 -105 -0.4%
BAM
104
Belpointe Asset Management
Nevada
$227K -$24K -3,275 -10%
CF
105
Centaurus Financial
California
$226K +$1.78K +242 +0.9%
UCFA
106
United Capital Financial Advisors
Texas
$221K -$50.8K -6,917 -20%
CFGS
107
Concourse Financial Group Securities
Alabama
$220K +$62.2K +8,476 +44%
BF
108
BOK Financial
Oklahoma
$219K +$8.44K +1,150 +4%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$206K +$63.7K +8,671 +44%
CA
110
Cetera Advisors
Colorado
$194K -$249K -33,944 -58%
ASRS
111
Arizona State Retirement System
Arizona
$191K -$7.1K -967 -4%
CA
112
Continuum Advisory
Idaho
$174K +$29.4K +4,000 +23%
PAMU
113
Pictet Asset Management (UK)
United Kingdom
$173K -$57.4K -7,814 -26%
Daiwa Securities Group
114
Daiwa Securities Group
Japan
$173K
IF
115
Intrua Financial
Texas
$165K +$161K +21,912 New
VFA
116
Voya Financial Advisors
Connecticut
$163K -$3.67K -500 -2%
Lido Advisors
117
Lido Advisors
California
$161K -$28.8K -3,917 -16%
ACI
118
AMP Capital Investors
Australia
$158K -$23.4K -3,185 -14%
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$153K -$1.56K -213 -1%
Tudor Investment Corp
120
Tudor Investment Corp
Connecticut
$151K -$382K -52,036 -73%
Canada Life
121
Canada Life
Manitoba, Canada
$147K +$4.99K +679 +4%
PCM
122
Pennsylvania Capital Management
Pennsylvania
$147K +$136K +18,540 New
PP
123
Professional Planning
California
$147K +$136K +18,540 New
GWS
124
Glassman Wealth Services
Virginia
$146K
AG
125
Algert Global
California
$145K +$134K +18,236 New

RTL Hedge Fund Activity: Q2 2020 in Review

195 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in The Necessity Retail REIT, Inc. Class A Common Stock (RTL) for Q2 2020, worth a combined $426M — up 31% from $325M a quarter earlier.

Fund positioning in RTL was balanced in Q2 2020: 24 funds opened new positions, 24 closed out, 78 added to existing stakes and 57 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $4.38M. The largest seller was Vanguard Group, cutting an estimated $3.71M.

  • 195 institutional investors held The Necessity Retail REIT, Inc. Class A Common Stock (RTL) as of Q2 2020, down from 197 in Q1 2020.
  • Funds reported $426M of The Necessity Retail REIT, Inc. Class A Common Stock stock for Q2 2020, up 31% quarter-over-quarter.
  • 24 funds opened new The Necessity Retail REIT, Inc. Class A Common Stock positions in Q2 2020 and 24 closed out, a net change of 0 holders.
  • The largest The Necessity Retail REIT, Inc. Class A Common Stock buyer in Q2 2020 was JP Morgan Chase, an estimated $4.38M added.
  • The largest The Necessity Retail REIT, Inc. Class A Common Stock seller in Q2 2020 was Vanguard Group, an estimated $3.71M sold.

Based on aggregated 13F filings for Q2 2020.