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RTL

The Necessity Retail REIT, Inc. Class A Common Stock

Delisted

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

197 hedge funds and large institutions have $325M invested in The Necessity Retail REIT, Inc. Class A Common Stock in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 69 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 69

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 209197 (-12)

22% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 32

52% less capital invested

Capital invested by funds: $680M → $325M (-$355M)

Holders
197
Holders Change
-12
Holders Change %
-5.74%
% of All Funds
4.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
72
Reduced
69
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
126
Glassman Wealth Services
Virginia
$115K
HSBC Holdings
127
HSBC Holdings
United Kingdom
$113K -$42.7K -3,832 -18%
GLR
128
Great Lakes Retirement
Ohio
$112K -$10.5K -945 -5%
Canada Life
129
Canada Life
Manitoba, Canada
$112K +$10.9K +977 +6%
OIA
130
OneDigital Investment Advisors
Kansas
$111K +$22.3K +2,000 +13%
RJA
131
Raymond James & Associates
Florida
$109K -$90.6K -8,142 -32%
Principal Financial Group
132
Principal Financial Group
Iowa
$109K +$40.7K +3,653 +27%
Fisher Asset Management
133
Fisher Asset Management
Washington
$107K +$18.4K +1,652 +11%
AB
134
Amalgamated Bank
New York
$105K -$7.84K -704 -4%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$104K -$21.3K -1,916 -9%
PP
136
Paloma Partners
Connecticut
$101K +$180K +16,162 New
CA
137
Continuum Advisory
Idaho
$93K -$79.3K -7,121 -29%
WGA
138
Weather Gauge Advisory
Virginia
$92K -$33.9K -3,049 -17%
CAN
139
Cetera Advisor Networks
California
$91K -$7.92K -712 -5%
VCP
140
Verus Capital Partners
Arizona
$91K -$2.23K -200 -1%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$91K
SS
142
Simplicity Solutions
Minnesota
$89K -$122K -10,928 -43%
AWA
143
Arete Wealth Advisors
Illinois
$89K
KA
144
Kovack Advisors
Florida
$84K -$94.6K -8,498 -39%
MPWT
145
MassMutual Private Wealth & Trust
Connecticut
$84K
LWS
146
Lucia Wealth Services
California
$76K +$29.8K +2,678 +28%
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$74K
SWM
148
SeaCrest Wealth Management
New York
$72K -$17.8K -1,600 -12%
Man Group
149
Man Group
United Kingdom
$67K +$119K +10,713 New
NAM
150
Nissay Asset Management
Japan
$67K +$119K +10,713 New

RTL Hedge Fund Activity: Q1 2020 in Review

197 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in The Necessity Retail REIT, Inc. Class A Common Stock (RTL) for Q1 2020, worth a combined $325M — down 52% from $680M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of RTL and 25 opened new positions — a net loss of 7 holders — while 69 trimmed existing stakes and 72 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $5.55M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $2.84M sold.

  • 197 institutional investors held The Necessity Retail REIT, Inc. Class A Common Stock (RTL) as of Q1 2020, down from 209 in Q4 2019.
  • Funds reported $325M of The Necessity Retail REIT, Inc. Class A Common Stock stock for Q1 2020, down 52% quarter-over-quarter.
  • 25 funds opened new The Necessity Retail REIT, Inc. Class A Common Stock positions in Q1 2020 and 32 closed out, a net change of -7 holders.
  • The largest The Necessity Retail REIT, Inc. Class A Common Stock buyer in Q1 2020 was Millennium Management, an estimated $5.55M added.
  • The largest The Necessity Retail REIT, Inc. Class A Common Stock seller in Q1 2020 was Two Sigma Investments, an estimated $2.84M sold.

Based on aggregated 13F filings for Q1 2020.