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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
BCWM
126
Bartlett & Co Wealth Management
Ohio
$31.7K
LF
127
Lee Financial
Texas
$31K +$10.7K +775 +50%
SBL
128
Sargent Bickham Lagudis
Colorado
$31K +$16.2K +1,176 +103%
MCM
129
MV Capital Management
Maryland
$30K +$10.3K +750 +50%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$30K +$30.7K +2,230 New
RCG
131
Ruggie Capital Group
Florida
$30K +$30.7K +2,230 New
PO
132
Private Ocean
California
$26K +$27.5K +2,000 New
CIAS
133
Capital Investment Advisory Services
North Carolina
$25K +$25.6K +1,860 New
RFM
134
Royal Fund Management
Florida
$24K -$3.77K -274 -13%
Barclays
135
Barclays
United Kingdom
$23K +$23.4K +1,700 New
LPWM
136
Lake Point Wealth Management
Texas
$23K +$24.1K +1,750 New
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$22.8K +$8.72K +634 +59%
AF
138
Allworth Financial
California
$20K +$15.3K +1,113 +278%
Legal & General Group
139
Legal & General Group
United Kingdom
$17K +$17.7K +1,288 New
DWM
140
Destination Wealth Management
California
$14K +$5.02K +365 +51%
CWM
141
Catamount Wealth Management
Connecticut
$14K +$7.71K +561 +102%
JWA
142
JFS Wealth Advisors
Pennsylvania
$13K +$13.7K +999 New
RWG
143
Regal Wealth Group
California
$12K +$3.96K +288 +50%
HI
144
Hudock Inc
Pennsylvania
$12K +$4.13K +300 +50%
TCM
145
Tradewinds Capital Management
Washington
$12K +$4.13K +300 +50%
BCI
146
Brinker Capital Investments
Pennsylvania
$10K +$3.4K +247 +51%
ADL
147
Asset Dedication LLC
California
$9K +$2.96K +215 +50%
BCMIO
148
Beacon Capital Management Inc (Ohio)
Ohio
$9K +$3.15K +229 +50%
UFF
149
USA Financial Formulas
Michigan
$8K +$7.01K +510 New
CFGS
150
Concourse Financial Group Securities
Alabama
$8K +$8.57K +623 New

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.