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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
Legal & General Group
151
Legal & General Group
United Kingdom
$31K +$18.8K +1,581 +123%
MLICM
152
Metropolitan Life Insurance Company (MetLife)
New York
$30.5K -$273 -23 -0.8%
BCI
153
Brinker Capital Investments
Pennsylvania
$30K +$23.8K +2,007 +275%
CIAS
154
Capital Investment Advisory Services
North Carolina
$29K +$9.49K +799 +43%
AF
155
Allworth Financial
California
$29K +$14.1K +1,188 +79%
BC
156
Bartlett & Co
Ohio
$26K
LFA
157
Legacy Financial Advisors
Kentucky
$26K +$28.5K +2,398 New
BCWM
158
Bartlett & Co Wealth Management
Ohio
$25.7K
AA
159
Advisory Alpha
Michigan
$23.5K +$27.6K +2,327 New
ADL
160
Asset Dedication LLC
California
$23K +$17.4K +1,465 +227%
GSWM
161
Golden State Wealth Management
California
$23K +$24.8K +2,088 New
RFM
162
Royal Fund Management
Florida
$22K +$2.34K +197 +11%
CIM
163
Centersquare Investment Management
Pennsylvania
$17K +$18.7K +1,577 New
DWM
164
Destination Wealth Management
California
$16K +$4.3K +362 +34%
SNT
165
Security National Trust
West Virginia
$15K +$16.3K +1,373 New
TCM
166
Tradewinds Capital Management
Washington
$13K +$3.56K +300 +33%
CFGS
167
Concourse Financial Group Securities
Alabama
$13K +$7.29K +614 +99%
CWM
168
Catamount Wealth Management
Connecticut
$12K
HI
169
Hudock Inc
Pennsylvania
$12K +$3.56K +300 +33%
AAMU
170
Amundi Asset Management US
Massachusetts
$12K +$13.1K +1,100 New
UFF
171
USA Financial Formulas
Michigan
$11K +$6.22K +524 +103%
Loomis, Sayles & Company
172
Loomis, Sayles & Company
Massachusetts
$11K +$12.4K +1,047 New
BCMIO
173
Beacon Capital Management Inc (Ohio)
Ohio
$10K +$2.72K +229 +33%
MCM
174
MV Capital Management
Maryland
$8K -$17.8K -1,500 -67%
SMFS
175
Squar Milner Financial Services
California
$5K +$1.43K +120 +34%

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.