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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
JA
151
JOYN Advisors
Georgia
$6K +$1.98K +144 +50%
SMFS
152
Squar Milner Financial Services
California
$5K +$1.66K +121 +51%
PB
153
Pinnacle Bancorp
Nebraska
$2K +$1.84K +134 New
BWL
154
Bogart Wealth LLC
Virginia
$2K +$2.37K +172 New
NA
155
NewEdge Advisors
Louisiana
$347 +$358K +26,019 New
CF
156
Centaurus Financial
California
$46 +$7.67K +558 +962%
Millennium Management
157
Millennium Management
New York
-$3.91M -256,081 Closed
MS
158
Maven Securities
Jersey
-$1.27M -85,356 Closed
Jane Street
159
Jane Street
New York
-$840K -55,052 Closed
CAN
160
Claraphi Advisory Network
United States
-$773K -50,701 Closed
Manulife (Manufacturers Life Insurance)
161
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$332K -21,759 Closed
CFIA
162
Cantor Fitzgerald Investment Advisors
New York
-$232K -15,197 Closed
RCM
163
RB Capital Management
Nevada
-$187K -12,226 Closed
PWAG
164
Polaris Wealth Advisory Group
California
-$81K -5,299 Closed
SWP
165
Stratos Wealth Partners
Ohio
-$63K -4,027 Closed
AAIM
166
Asset Advisors Investment Management
Georgia
-$17K -1,136 Closed
FAIM
167
Financial Advocates Investment Management
Washington
-$14K -920 Closed
CAG
168
Csenge Advisory Group
Florida
-$9K -750 Closed
IGGA
169
Iron Gate Global Advisors
Utah
-$9K -670 Closed
BRC
170
Bell Rock Capital
Delaware
-$9K -603 Closed
FPFS
171
First Personal Financial Services
North Carolina
-$5K -299 Closed
Fidelity Investments
172
Fidelity Investments
Massachusetts
+$14 +1 New
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
+$234 +17 +850%

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.