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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
Prudential Financial
151
Prudential Financial
New Jersey
$66K +$118K +10,609 New
IAIM
152
International Assets Investment Management
Florida
$65K +$115K +10,355 New
HWA
153
HHM Wealth Advisors
Tennessee
$62K +$110K +9,886 New
AIP
154
Ameritas Investment Partners
Nebraska
$59K
GI
155
Gradient Investments
Minnesota
$56K
ECM
156
EII Capital Management
New York
$50K
APA
157
American Portfolios Advisors
New York
$40.9K -$14.2K -1,279 -16%
TC
158
Trust Company
Kansas
$38K
WCG
159
Weaver Consulting Group
California
$31K -$44.5K -4,000 -44%
TL
160
TrueWealth LLC
Georgia
$31K
VRM
161
Vectors Research Management
New York
$28K
BII
162
Bainco International Investors
Massachusetts
$20K +$35.9K +3,225 New
CFB
163
Cullen/Frost Bankers
Texas
$19K
FWM
164
Focused Wealth Management
New York
$19K +$523 +47 +2%
OPS
165
Orion Portfolio Solutions
Nebraska
$19K +$33.8K +3,039 New
GSWM
166
Golden State Wealth Management
California
$13K +$23.2K +2,088 New
RFM
167
Royal Fund Management
Florida
$12K
SL
168
Salomon & Ludwin
Virginia
$12K
US Bancorp
169
US Bancorp
Minnesota
$11K +$19.7K +1,766 New
AF
170
Allworth Financial
California
$10K +$256 +23 +2%
CFD
171
Creative Financial Designs
Indiana
$8K -$3.34K -300 -19%
TCM
172
Tradewinds Capital Management
Washington
$8K
VanEck Associates
173
VanEck Associates
New York
$8K +$7.58K +681 +109%
DWM
174
Darwin Wealth Management
Florida
$8K +$15.9K +1,428 New
AA
175
Advisory Alpha
Michigan
$7.57K

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.